Redtail CRM → Azure Synapse
AI-first ETL from Redtail CRM into Azure Synapse. Governed entities, incremental sync, typed landing tables.
How Datrise loads Redtail CRM into Azure Synapse
Datrise syncs Redtail CRM's contacts, accounts, deals, activities, and lifecycle events into Azure Synapse 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 COPY into staging, then a MERGE on stable id, so re-runs update only what changed. Hash distribution on the join id with date partitioning on facts. Synapse dedicated pools reward good hash-distribution choices, so Datrise distributes on entity ids to avoid data-movement-heavy joins.
Ideal for Azure analytics estates feeding Power BI.
Endpoints
Redtail CRM: Financial advisor CRM for clients, households, and compliance workflows.
Azure Synapse: Microsoft analytics workspace with SQL pools.
How Redtail CRM entities map to Azure Synapse
| Redtail CRM entity | Azure Synapse 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 Azure Synapse?
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 Azure Synapse types.
How does the Redtail CRM to Azure Synapse sync stay up to date?
It runs incrementally — Datrise uses COPY into staging, then a MERGE on stable id.
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Early access
Connect Redtail CRM to Azure Synapse the easy way
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