Omie CRM to Redash Integration
AI-first ETL from Omie CRM into Redash. Governed entities, incremental sync, typed landing tables.
How Datrise loads Omie CRM into Redash
Datrise syncs Omie CRM's clients, opportunities, sales orders, invoices, products, and accounts receivable into Redash as SQL tables Redash queries and visualizes. Flexible or custom fields land in flattened columns for query results, and timestamps such as created, updated, and status changes are typed as temporal columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for scheduled queries. Redash caches query results on a schedule, so Datrise keeps tables incrementally fresh so cached dashboards reflect reality.
Ideal for lightweight, query-driven dashboards.
Endpoints
Omie CRM: Brazilian ERP and CRM for SMB sales and finance.
Redash: Open-source SQL client for queries, visualizations, and dashboards.
How Omie CRM entities map to Redash
| Omie CRM entity | Redash object | Notes |
|---|---|---|
| clients | omie_clients | id PK · custom fields → flattened columns for query results |
| 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 Redash?
Flexible values are stored as flattened columns for query results, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Redash types.
How does the Omie CRM to Redash sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
More destinations for Omie CRM
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