Neon CRM → Microsoft Power BI
AI-first ETL from Neon CRM into Microsoft Power BI. Governed entities, incremental sync, typed landing tables.
How Datrise loads Neon CRM into Microsoft Power BI
Datrise syncs Neon CRM's contacts, accounts, deals, activities, and lifecycle events into Microsoft Power BI as star-schema-friendly tables for an Import or DirectQuery dataset. Flexible or custom fields land in flattened columns (nested fields expanded), and timestamps such as created, updated, and status changes are typed as date/time columns with a date table.
Sync is incremental: Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd, so re-runs update only what changed. Date-partitioned fact tables matching incremental-refresh policies. Power BI measures and relationships live in the .pbix model, so Datrise keeps the underlying tables stable and star-schema-shaped.
Ideal for Microsoft-stack self-serve reporting.
Endpoints
Neon CRM: Nonprofit CRM for donors, campaigns, and stewardship.
Microsoft Power BI: Microsoft business intelligence with datasets, reports, and semantic models.
How Neon CRM entities map to Microsoft Power BI
| Neon CRM entity | Microsoft Power BI object | Notes |
|---|---|---|
| contacts | neoncrm_contacts | id PK · custom fields → flattened columns (nested fields expanded) |
| accounts | neoncrm_accounts | id PK · linked to neoncrm_contacts |
| deals | neoncrm_deals | id PK · linked to neoncrm_contacts |
| activities | neoncrm_activities | date/time columns with a date table events |
FAQ
How does Datrise handle Neon CRM's custom fields in Microsoft Power BI?
Flexible values are stored as flattened columns (nested fields expanded), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft Power BI types.
How does the Neon CRM to Microsoft Power BI sync stay up to date?
It runs incrementally — Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd.
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Early access
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