DatriseAI-first ETL

Neon CRM Microsoft SQL Server

AI-first ETL from Neon CRM into Microsoft SQL Server. Governed entities, incremental sync, typed landing tables.

How Datrise loads Neon CRM into Microsoft SQL Server

Datrise syncs Neon CRM's contacts, accounts, deals, activities, and lifecycle events into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.

Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.

Ideal for Microsoft-stack analytics and Power BI Import models.

Endpoints

Neon CRM: Nonprofit CRM for donors, campaigns, and stewardship.

Microsoft SQL Server: Microsoft relational DB with enterprise features.

How Neon CRM entities map to Microsoft SQL Server

Neon CRM entityMicrosoft SQL Server objectNotes
contactsneoncrm_contactsid PK · custom fields → NVARCHAR(MAX) JSON columns
accountsneoncrm_accountsid PK · linked to neoncrm_contacts
dealsneoncrm_dealsid PK · linked to neoncrm_contacts
activitiesneoncrm_activitiesdatetime2 events

FAQ

How does Datrise handle Neon CRM's custom fields in Microsoft SQL Server?

Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.

How does the Neon CRM to Microsoft SQL Server sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.

Related pipelines

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