Omie CRM → MongoDB
AI-first ETL from Omie CRM into MongoDB. Governed entities, incremental sync, typed landing tables.
How Datrise loads Omie CRM into MongoDB
Datrise syncs Omie CRM's contacts, accounts, deals, activities, and lifecycle events into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.
Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.
Ideal for document-oriented apps that want CRM data in their existing Mongo store.
Endpoints
Omie CRM: CRM widely used in Latin America for sales pipeline and customer ops.
MongoDB: Document database for flexible schemas.
How Omie CRM entities map to MongoDB
| Omie CRM entity | MongoDB object | Notes |
|---|---|---|
| contacts | omie_contacts | id PK · custom fields → native nested documents |
| accounts | omie_accounts | id PK · linked to omie_contacts |
| deals | omie_deals | id PK · linked to omie_contacts |
| activities | omie_activities | BSON Date events |
FAQ
How does Datrise handle Omie CRM's custom fields in MongoDB?
Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.
How does the Omie CRM to MongoDB sync stay up to date?
It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.
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