DatriseAI-first ETL

Propertybase to Microsoft Power BI Integration

AI-first ETL from Propertybase into Microsoft Power BI. Governed entities, incremental sync, typed landing tables.

How Datrise loads Propertybase into Microsoft Power BI

Datrise syncs Propertybase's leads, contacts, listings, opportunities, showings, and brokerage offices into Microsoft Power BI as star-schema-friendly tables for an Import or DirectQuery dataset. Flexible or custom fields land in flattened columns (nested fields expanded), and timestamps such as created, updated, and status changes are typed as date/time columns with a date table.

Sync is incremental: Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd, so re-runs update only what changed. Date-partitioned fact tables matching incremental-refresh policies. Power BI measures and relationships live in the .pbix model, so Datrise keeps the underlying tables stable and star-schema-shaped.

Ideal for Microsoft-stack self-serve reporting.

Endpoints

Propertybase: Salesforce-based real estate CRM for brokerages.

Microsoft Power BI: Microsoft business intelligence with datasets, reports, and semantic models.

How Propertybase entities map to Microsoft Power BI

Propertybase entityMicrosoft Power BI objectNotes
leadspropertybase_leadsid PK · custom fields → flattened columns (nested fields expanded)
contactspropertybase_contactsid PK · linked to propertybase_leads
listingspropertybase_listingsid PK · linked to propertybase_leads
opportunitiespropertybase_opportunitiesid PK · linked to propertybase_leads

FAQ

How does Datrise handle Propertybase's custom fields in Microsoft Power BI?

Flexible values are stored as flattened columns (nested fields expanded), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft Power BI types.

How does the Propertybase to Microsoft Power BI sync stay up to date?

It runs incrementally — Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd.

Related pipelines

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