DatriseAI-first ETL

Salesforce NPSP to Holistics Integration

AI-first ETL from Salesforce NPSP into Holistics. Governed entities, incremental sync, typed landing tables.

How Datrise loads Salesforce NPSP into Holistics

Datrise syncs Salesforce NPSP's contacts, households, opportunities, recurring donations, general accounting units, and campaigns 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

Salesforce NPSP: Nonprofit Success Pack for donations and household giving.

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

How Salesforce NPSP entities map to Holistics

Salesforce NPSP entityHolistics objectNotes
contactssalesforce_npsp_contactsid PK · custom fields → flattened columns for the modeling layer
householdssalesforce_npsp_householdsid PK · linked to salesforce_npsp_contacts
opportunitiessalesforce_npsp_opportunitiesid PK · linked to salesforce_npsp_contacts
recurring donationssalesforce_npsp_recurring_donationsid PK · linked to salesforce_npsp_contacts

FAQ

How does Datrise handle Salesforce NPSP'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 Salesforce NPSP to Holistics sync stay up to date?

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

Related pipelines

Early access

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