Practifi to PlanetScale Integration
AI-first ETL from Practifi into PlanetScale. Governed entities, incremental sync, typed landing tables.
How Datrise loads Practifi into PlanetScale
Datrise syncs Practifi's clients, households, entities, service requests, opportunities, and review meetings 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: Salesforce-based platform for advisory firm operations.
PlanetScale: Serverless MySQL platform with safe schema workflows.
How Practifi entities map to PlanetScale
| Practifi entity | PlanetScale object | Notes |
|---|---|---|
| clients | practifi_clients | id PK · custom fields → JSON columns |
| households | practifi_households | id PK · linked to practifi_clients |
| entities | practifi_entities | id PK · linked to practifi_clients |
| service requests | practifi_service_requests | id PK · linked to practifi_clients |
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.
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Early access
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