Nutshell → Yellowfin
AI-first ETL from Nutshell into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Nutshell into Yellowfin
Datrise syncs Nutshell's pipeline records, activity history, and conversion-focused sales metrics 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
Nutshell: Sales CRM for teams that need simple reporting and pipeline velocity.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Nutshell entities map to Yellowfin
| Nutshell entity | Yellowfin object | Notes |
|---|---|---|
| pipeline records | nutshell_pipeline_records | id PK · custom fields → flattened columns |
| activity history | nutshell_activity_history | date/time dimensions 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 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 Nutshell to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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