DatriseAI-first ETL

Nimble Holistics

AI-first ETL from Nimble into Holistics. Governed entities, incremental sync, typed landing tables.

How Datrise loads Nimble into Holistics

Datrise syncs Nimble's relationship records, deals, tasks, and activity intelligence into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.

Ideal for as-code BI modeling on a warehouse.

Endpoints

Nimble: Relationship-focused CRM for SMB sales teams.

Holistics: Self-service BI with modeling layers and scheduled report delivery.

How Nimble entities map to Holistics

Nimble entityHolistics objectNotes
relationship recordsnimble_relationship_recordsid PK · custom fields → flattened columns for the modeling layer
dealsnimble_dealsid PK · linked to nimble_relationship_records
tasksnimble_tasksid PK · linked to nimble_relationship_records
activity intelligencenimble_activity_intelligencedate/time dimensions events

FAQ

How does Datrise handle Nimble's custom fields in Holistics?

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

How does the Nimble to Holistics sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the modeled tables.

Related pipelines

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