DatriseAI-first ETL

Microsoft Dataverse to Klipfolio Integration

AI-first ETL from Microsoft Dataverse into Klipfolio. Governed entities, incremental sync, typed landing tables.

How Datrise loads Microsoft Dataverse into Klipfolio

Datrise syncs Microsoft Dataverse's tables, rows, columns, relationships, choice sets, and change tracking into Klipfolio as query-ready tables or feeds Klipfolio reads. Flexible or custom fields land in flattened columns for Klips, and timestamps such as created, updated, and status changes are typed as date/time columns.

Sync is incremental: Datrise uses incremental refresh of the connected tables or data feeds, so re-runs update only what changed. Date-partitioned facts for trend Klips. Klipfolio pulls from sources on a refresh interval, so Datrise keeps tables incrementally current to match.

Ideal for real-time KPI dashboards and wallboards.

Endpoints

Microsoft Dataverse: Business data platform behind Dynamics and Power Apps.

Klipfolio: Dashboard platform for real-time KPIs and metric wallboards.

How Microsoft Dataverse entities map to Klipfolio

Microsoft Dataverse entityKlipfolio objectNotes
tablesmicrosoft_dataverse_tablesid PK · custom fields → flattened columns for Klips
rowsmicrosoft_dataverse_rowsid PK · linked to microsoft_dataverse_tables
columnsmicrosoft_dataverse_columnsid PK · linked to microsoft_dataverse_tables
relationshipsmicrosoft_dataverse_relationshipsid PK · linked to microsoft_dataverse_tables

FAQ

How does Datrise handle Microsoft Dataverse's custom fields in Klipfolio?

Flexible values are stored as flattened columns for Klips, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Klipfolio types.

How does the Microsoft Dataverse to Klipfolio sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables or data feeds.

Related pipelines

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