Redtail CRM → Microsoft SQL Server
AI-first ETL from Redtail CRM into Microsoft SQL Server. Governed entities, incremental sync, typed landing tables.
How Datrise loads Redtail CRM into Microsoft SQL Server
Datrise syncs Redtail CRM's contacts, accounts, deals, activities, and lifecycle events into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.
Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.
Ideal for Microsoft-stack analytics and Power BI Import models.
Endpoints
Redtail CRM: Financial advisor CRM for clients, households, and compliance workflows.
Microsoft SQL Server: Microsoft relational DB with enterprise features.
How Redtail CRM entities map to Microsoft SQL Server
| Redtail CRM entity | Microsoft SQL Server object | Notes |
|---|---|---|
| contacts | redtail_contacts | id PK · custom fields → NVARCHAR(MAX) JSON columns |
| accounts | redtail_accounts | id PK · linked to redtail_contacts |
| deals | redtail_deals | id PK · linked to redtail_contacts |
| activities | redtail_activities | datetime2 events |
FAQ
How does Datrise handle Redtail CRM's custom fields in Microsoft SQL Server?
Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.
How does the Redtail CRM to Microsoft SQL Server sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.
Related pipelines
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Early access
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