Odoo CRM → Metabase
AI-first ETL from Odoo CRM into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Odoo CRM into Metabase
Datrise syncs Odoo CRM's modular CRM entities, opportunities, and revenue process data into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.
Ideal for self-serve questions and dashboards for whole teams.
Endpoints
Odoo CRM: Modular CRM in the Odoo suite for leads, opportunities, and revenue.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Odoo CRM entities map to Metabase
| Odoo CRM entity | Metabase object | Notes |
|---|---|---|
| modular CRM entities | odoo_crm_modular_crm_entities | id PK · custom fields → flattened columns for the question builder |
| 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 Metabase?
Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.
How does the Odoo CRM to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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