Redtail CRM → PlanetScale
AI-first ETL from Redtail CRM into PlanetScale. Governed entities, incremental sync, typed landing tables.
How Datrise loads Redtail CRM into PlanetScale
Datrise syncs Redtail CRM's contacts, accounts, deals, activities, and lifecycle events 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
Redtail CRM: Financial advisor CRM for clients, households, and compliance workflows.
PlanetScale: Serverless MySQL platform with safe schema workflows.
How Redtail CRM entities map to PlanetScale
| Redtail CRM entity | PlanetScale object | Notes |
|---|---|---|
| contacts | redtail_contacts | id PK · custom fields → JSON columns |
| accounts | redtail_accounts | id PK · linked to redtail_contacts |
| deals | redtail_deals | id PK · linked to redtail_contacts |
| activities | redtail_activities | DATETIME events |
FAQ
How does Datrise handle Redtail CRM'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 Redtail CRM 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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