Sage CRM to Holistics Integration

How Datrise loads Sage CRM into Holistics

Datrise syncs Sage CRM's persons, companies, opportunities, cases, communications, and leads 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

Sage CRM: CRM tied to Sage accounting for mid-market operations.

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

How Sage CRM entities map to Holistics

Sage CRM entity	Holistics object	Notes
persons	`sage_crm_persons`	id PK · custom fields → flattened columns for the modeling layer
companies	`sage_crm_companies`	id PK · linked to sage_crm_persons
opportunities	`sage_crm_opportunities`	id PK · linked to sage_crm_persons
cases	`sage_crm_cases`	id PK · linked to sage_crm_persons

FAQ

How does Datrise handle Sage CRM'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 Sage CRM to Holistics sync stay up to date?

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

Related pipelines

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