Odoo CRM → Holistics
AI-first ETL from Odoo CRM into Holistics. Governed entities, incremental sync, typed landing tables.
How Datrise loads Odoo CRM into Holistics
Datrise syncs Odoo CRM's modular CRM entities, opportunities, and revenue process data 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
Odoo CRM: Modular CRM in the Odoo suite for leads, opportunities, and revenue.
Holistics: Self-service BI with modeling layers and scheduled report delivery.
How Odoo CRM entities map to Holistics
| Odoo CRM entity | Holistics object | Notes |
|---|---|---|
| modular CRM entities | odoo_crm_modular_crm_entities | id PK · custom fields → flattened columns for the modeling layer |
| opportunities | odoo_crm_opportunities | id PK · linked to odoo_crm_modular_crm_entities |
| revenue process data | odoo_crm_revenue_process_data | id PK · linked to odoo_crm_modular_crm_entities |
FAQ
How does Datrise handle Odoo CRM'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 Odoo CRM to Holistics sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the modeled tables.
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