DatriseAI-first ETL

Real Geeks Holistics

AI-first ETL from Real Geeks into Holistics. Governed entities, incremental sync, typed landing tables.

How Datrise loads Real Geeks into Holistics

Datrise syncs Real Geeks's contacts, accounts, deals, activities, and lifecycle events into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.

Ideal for as-code BI modeling on a warehouse.

Endpoints

Real Geeks: Real estate CRM for leads, listings, and agent follow-up.

Holistics: Self-service BI with modeling layers and scheduled report delivery.

How Real Geeks entities map to Holistics

Real Geeks entityHolistics objectNotes
contactsreal_geeks_contactsid PK · custom fields → flattened columns for the modeling layer
accountsreal_geeks_accountsid PK · linked to real_geeks_contacts
dealsreal_geeks_dealsid PK · linked to real_geeks_contacts
activitiesreal_geeks_activitiesdate/time dimensions events

FAQ

How does Datrise handle Real Geeks's custom fields in Holistics?

Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.

How does the Real Geeks to Holistics sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the modeled tables.

Related pipelines

Early access

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