Redtail CRM → Google BigQuery
AI-first ETL from Redtail CRM into Google BigQuery. Governed entities, incremental sync, typed landing tables.
How Datrise loads Redtail CRM into Google BigQuery
Datrise syncs Redtail CRM's contacts, accounts, deals, activities, and lifecycle events into Google BigQuery as a partitioned table per source entity. Flexible or custom fields land in JSON or nested/repeated (STRUCT) columns, and timestamps such as created, updated, and status changes are typed as TIMESTAMP.
Sync is incremental: Datrise uses appends to a staging table, then MERGE on stable id into the partitioned target, so re-runs update only what changed. Partition by ingestion or event date and cluster by entity id to keep scanned bytes low. BigQuery bills by bytes scanned, so Datrise partitions and clusters every table to keep query costs predictable.
Ideal for Google-stack analytics and ML on serverless infrastructure.
Endpoints
Redtail CRM: Financial advisor CRM for clients, households, and compliance workflows.
Google BigQuery: Serverless analytics warehouse on GCP.
How Redtail CRM entities map to Google BigQuery
| Redtail CRM entity | Google BigQuery object | Notes |
|---|---|---|
| contacts | redtail_contacts | id PK · custom fields → JSON or nested/repeated (STRUCT) columns |
| accounts | redtail_accounts | id PK · linked to redtail_contacts |
| deals | redtail_deals | id PK · linked to redtail_contacts |
| activities | redtail_activities | TIMESTAMP events |
FAQ
How does Datrise handle Redtail CRM's custom fields in Google BigQuery?
Flexible values are stored as JSON or nested/repeated (STRUCT) columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Google BigQuery types.
How does the Redtail CRM to Google BigQuery sync stay up to date?
It runs incrementally — Datrise uses appends to a staging table, then MERGE on stable id into the partitioned target.
Related pipelines
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Early access
Connect Redtail CRM to Google BigQuery the easy way
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