Salesflare → Holistics
AI-first ETL from Salesflare into Holistics. Governed entities, incremental sync, typed landing tables.
How Datrise loads Salesflare into Holistics
Datrise syncs Salesflare's B2B account intelligence, interactions, and automated relationship timelines 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
Salesflare: B2B CRM focused on automation and relationship timeline data.
Holistics: Self-service BI with modeling layers and scheduled report delivery.
How Salesflare entities map to Holistics
| Salesflare entity | Holistics object | Notes |
|---|---|---|
| B2B account intelligence | salesflare_b2b_account_intelligence | id PK · custom fields → flattened columns for the modeling layer |
| interactions | salesflare_interactions | id PK · linked to salesflare_b2b_account_intelligence |
| automated relationship timelines | salesflare_automated_relationship_timelines | date/time dimensions events |
FAQ
How does Datrise handle Salesflare'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 Salesflare to Holistics sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the modeled tables.
Related pipelines
More destinations for Salesflare
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