Sage CRM to Azure Synapse Integration

How Datrise loads Sage CRM into Azure Synapse

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

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

Azure Synapse: Microsoft analytics workspace with SQL pools.

How Sage CRM entities map to Azure Synapse

Sage CRM entity	Azure Synapse object	Notes
persons	`sage_crm_persons`	id PK · custom fields → NVARCHAR(MAX) JSON columns
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 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 Sage CRM to Azure Synapse sync stay up to date?

It runs incrementally — Datrise uses COPY into staging, then a MERGE on stable id.

Related pipelines

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