Ploomes → Yellowfin
AI-first ETL from Ploomes into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Ploomes into Yellowfin
Datrise syncs Ploomes'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
Ploomes: CRM widely used in Latin America for sales pipeline and customer ops.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Ploomes entities map to Yellowfin
| Ploomes entity | Yellowfin object | Notes |
|---|---|---|
| contacts | ploomes_contacts | id PK · custom fields → flattened columns |
| accounts | ploomes_accounts | id PK · linked to ploomes_contacts |
| deals | ploomes_deals | id PK · linked to ploomes_contacts |
| activities | ploomes_activities | date/time dimensions events |
FAQ
How does Datrise handle Ploomes'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 Ploomes to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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