DatriseAI-first ETL

ServiceTitan Metabase

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

How Datrise loads ServiceTitan into Metabase

Datrise syncs ServiceTitan's contacts, accounts, deals, activities, and lifecycle events 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

ServiceTitan: Field service CRM for scheduling, jobs, and customer history.

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

How ServiceTitan entities map to Metabase

ServiceTitan entityMetabase objectNotes
contactsservicetitan_contactsid PK · custom fields → flattened columns for the question builder
accountsservicetitan_accountsid PK · linked to servicetitan_contacts
dealsservicetitan_dealsid PK · linked to servicetitan_contacts
activitiesservicetitan_activitiestemporal columns for trends events

FAQ

How does Datrise handle ServiceTitan'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 ServiceTitan to Metabase sync stay up to date?

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

Related pipelines

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