Odoo CRM → Yellowfin
AI-first ETL from Odoo CRM into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Odoo CRM into Yellowfin
Datrise syncs Odoo CRM's modular CRM entities, opportunities, and revenue process data 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
Odoo CRM: Modular CRM in the Odoo suite for leads, opportunities, and revenue.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Odoo CRM entities map to Yellowfin
| Odoo CRM entity | Yellowfin object | Notes |
|---|---|---|
| modular CRM entities | odoo_crm_modular_crm_entities | id PK · custom fields → flattened columns |
| 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 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 Odoo CRM to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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