DatriseAI-first ETL

Practifi PlanetScale

AI-first ETL from Practifi into PlanetScale. Governed entities, incremental sync, typed landing tables.

How Datrise loads Practifi into PlanetScale

Datrise syncs Practifi's contacts, accounts, deals, activities, and lifecycle events into PlanetScale as a typed table per source entity. Flexible or custom fields land in JSON columns, and timestamps such as created, updated, and status changes are typed as DATETIME.

Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE, so re-runs update only what changed. Vitess sharding by tenant or entity key for very large tables. PlanetScale disallows foreign-key constraints by default, so Datrise models relationships by stable id columns rather than enforced FKs.

Ideal for horizontally scalable MySQL apps on Vitess.

Endpoints

Practifi: Financial advisor CRM for clients, households, and compliance workflows.

PlanetScale: Serverless MySQL platform with safe schema workflows.

How Practifi entities map to PlanetScale

Practifi entityPlanetScale objectNotes
contactspractifi_contactsid PK · custom fields → JSON columns
accountspractifi_accountsid PK · linked to practifi_contacts
dealspractifi_dealsid PK · linked to practifi_contacts
activitiespractifi_activitiesDATETIME events

FAQ

How does Datrise handle Practifi's custom fields in PlanetScale?

Flexible values are stored as JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native PlanetScale types.

How does the Practifi to PlanetScale sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE.

Related pipelines

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