Omie CRM to Neon Integration
AI-first ETL from Omie CRM into Neon. Governed entities, incremental sync, typed landing tables.
How Datrise loads Omie CRM into Neon
Datrise syncs Omie CRM's clients, opportunities, sales orders, invoices, products, and accounts receivable into Neon as a typed table per source entity. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.
Ideal for serverless Postgres workloads that scale to zero between syncs.
Endpoints
Omie CRM: Brazilian ERP and CRM for SMB sales and finance.
Neon: Serverless Postgres destination with branching and autoscaling.
How Omie CRM entities map to Neon
| Omie CRM entity | Neon object | Notes |
|---|---|---|
| clients | omie_clients | id PK · custom fields → jsonb columns |
| opportunities | omie_opportunities | id PK · linked to omie_clients |
| sales orders | omie_sales_orders | id PK · linked to omie_clients |
| invoices | omie_invoices | id PK · linked to omie_clients |
FAQ
How does Datrise handle Omie CRM's custom fields in Neon?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Neon types.
How does the Omie CRM to Neon sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
Related pipelines
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Early access
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