Practifi → Supabase
AI-first ETL from Practifi into Supabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Practifi into Supabase
Datrise syncs Practifi's contacts, accounts, deals, activities, and lifecycle events into Supabase as a typed table per source entity in your Supabase Postgres. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning for high-volume tables. Datrise lands into a dedicated schema and leaves row-level security to you, so synced tables don't inherit public access by accident.
Ideal for app builders who want CRM data alongside their Supabase product data.
Endpoints
Practifi: Financial advisor CRM for clients, households, and compliance workflows.
Supabase: Postgres platform with auth, storage, and realtime APIs.
How Practifi entities map to Supabase
| Practifi entity | Supabase object | Notes |
|---|---|---|
| contacts | practifi_contacts | id PK · custom fields → jsonb columns |
| accounts | practifi_accounts | id PK · linked to practifi_contacts |
| deals | practifi_deals | id PK · linked to practifi_contacts |
| activities | practifi_activities | timestamptz events |
FAQ
How does Datrise handle Practifi's custom fields in Supabase?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Supabase types.
How does the Practifi to Supabase sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
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