DatriseAI-first ETL

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 entityHolistics objectNotes
modular CRM entitiesodoo_crm_modular_crm_entitiesid PK · custom fields → flattened columns for the modeling layer
opportunitiesodoo_crm_opportunitiesid PK · linked to odoo_crm_modular_crm_entities
revenue process dataodoo_crm_revenue_process_dataid 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.

Related pipelines

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