Sellsy to Holistics Integration

How Datrise loads Sellsy into Holistics

Datrise syncs Sellsy's prospects, opportunities, estimates, invoices, tickets, and timeline events 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

Sellsy: French CRM with quoting, invoicing, and support tickets.

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

How Sellsy entities map to Holistics

Sellsy entity	Holistics object	Notes
prospects	`sellsy_prospects`	id PK · custom fields → flattened columns for the modeling layer
opportunities	`sellsy_opportunities`	id PK · linked to sellsy_prospects
estimates	`sellsy_estimates`	id PK · linked to sellsy_prospects
invoices	`sellsy_invoices`	id PK · linked to sellsy_prospects

FAQ

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

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

Related pipelines

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