Nutshell → Neon
AI-first ETL from Nutshell into Neon. Governed entities, incremental sync, typed landing tables.
How Datrise loads Nutshell into Neon
Datrise syncs Nutshell's pipeline records, activity history, and conversion-focused sales metrics into Neon as a typed table per source entity. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.
Ideal for serverless Postgres workloads that scale to zero between syncs.
Endpoints
Nutshell: Sales CRM for teams that need simple reporting and pipeline velocity.
Neon: Serverless Postgres destination with branching and autoscaling.
How Nutshell entities map to Neon
| Nutshell entity | Neon object | Notes |
|---|---|---|
| pipeline records | nutshell_pipeline_records | id PK · custom fields → jsonb columns |
| activity history | nutshell_activity_history | timestamptz events |
| conversion-focused sales metrics | nutshell_conversion_focused_sales_metrics | id PK · linked to nutshell_pipeline_records |
FAQ
How does Datrise handle Nutshell's custom fields in Neon?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Neon types.
How does the Nutshell to Neon sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
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