DatriseAI-first ETL

Streak Holistics

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

How Datrise loads Streak into Holistics

Datrise syncs Streak's contacts, accounts, deals, activities, and lifecycle 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

Streak: CRM for SMB teams managing pipeline, contacts, and customer activity.

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

How Streak entities map to Holistics

Streak entityHolistics objectNotes
contactsstreak_contactsid PK · custom fields → flattened columns for the modeling layer
accountsstreak_accountsid PK · linked to streak_contacts
dealsstreak_dealsid PK · linked to streak_contacts
activitiesstreak_activitiesdate/time dimensions events

FAQ

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

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

Related pipelines

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