DatriseAI-first ETL

PipeRun Yellowfin

AI-first ETL from PipeRun into Yellowfin. Governed entities, incremental sync, typed landing tables.

How Datrise loads PipeRun into Yellowfin

Datrise syncs PipeRun's contacts, accounts, deals, activities, and lifecycle events 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

PipeRun: CRM widely used in Latin America for sales pipeline and customer ops.

Yellowfin: BI suite with dashboards, automated insights, and data storytelling.

How PipeRun entities map to Yellowfin

PipeRun entityYellowfin objectNotes
contactspiperun_contactsid PK · custom fields → flattened columns
accountspiperun_accountsid PK · linked to piperun_contacts
dealspiperun_dealsid PK · linked to piperun_contacts
activitiespiperun_activitiesdate/time dimensions events

FAQ

How does Datrise handle PipeRun'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 PipeRun to Yellowfin sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

Early access

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