SuiteCRM → Yellowfin
AI-first ETL from SuiteCRM into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads SuiteCRM into Yellowfin
Datrise syncs SuiteCRM's open-source CRM entities, custom modules, and configurable workflows into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.
Ideal for dashboards with automated data storytelling.
Endpoints
SuiteCRM: Open-source CRM for customizable sales and customer operations.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How SuiteCRM entities map to Yellowfin
| SuiteCRM entity | Yellowfin object | Notes |
|---|---|---|
| open-source CRM entities | suitecrm_open_source_crm_entities | id PK · custom fields → flattened columns |
| custom modules | suitecrm_custom_modules | id PK · linked to suitecrm_open_source_crm_entities |
| configurable workflows | suitecrm_configurable_workflows | id PK · linked to suitecrm_open_source_crm_entities |
FAQ
How does Datrise handle SuiteCRM's custom fields in Yellowfin?
Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.
How does the SuiteCRM to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
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