Nimble → Yellowfin
AI-first ETL from Nimble into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Nimble into Yellowfin
Datrise syncs Nimble's relationship records, deals, tasks, and activity intelligence into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.
Ideal for dashboards with automated data storytelling.
Endpoints
Nimble: Relationship-focused CRM for SMB sales teams.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Nimble entities map to Yellowfin
| Nimble entity | Yellowfin object | Notes |
|---|---|---|
| relationship records | nimble_relationship_records | id PK · custom fields → flattened columns |
| deals | nimble_deals | id PK · linked to nimble_relationship_records |
| tasks | nimble_tasks | id PK · linked to nimble_relationship_records |
| activity intelligence | nimble_activity_intelligence | date/time dimensions events |
FAQ
How does Datrise handle Nimble's custom fields in Yellowfin?
Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.
How does the Nimble to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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