DatriseAI-first ETL

Salesforce NPSP to Metabase Integration

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

How Datrise loads Salesforce NPSP into Metabase

Datrise syncs Salesforce NPSP's contacts, households, opportunities, recurring donations, general accounting units, and campaigns into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.

Ideal for self-serve questions and dashboards for whole teams.

Endpoints

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

Metabase: Open-source analytics with questions, dashboards, and embedded insights.

How Salesforce NPSP entities map to Metabase

Salesforce NPSP entityMetabase objectNotes
contactssalesforce_npsp_contactsid PK · custom fields → flattened columns for the question builder
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 Metabase?

Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.

How does the Salesforce NPSP to Metabase sync stay up to date?

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

Related pipelines

Early access

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