DatriseAI-first ETL

SUMA CRM to Redash Integration

AI-first ETL from SUMA CRM into Redash. Governed entities, incremental sync, typed landing tables.

How Datrise loads SUMA CRM into Redash

Datrise syncs SUMA CRM's contacts, companies, deals, tasks, notes, and pipeline stages into Redash as SQL tables Redash queries and visualizes. Flexible or custom fields land in flattened columns for query results, and timestamps such as created, updated, and status changes are typed as temporal columns.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for scheduled queries. Redash caches query results on a schedule, so Datrise keeps tables incrementally fresh so cached dashboards reflect reality.

Ideal for lightweight, query-driven dashboards.

Endpoints

SUMA CRM: Simple Spanish CRM for small sales teams.

Redash: Open-source SQL client for queries, visualizations, and dashboards.

How SUMA CRM entities map to Redash

SUMA CRM entityRedash objectNotes
contactssumacrm_contactsid PK · custom fields → flattened columns for query results
companiessumacrm_companiesid PK · linked to sumacrm_contacts
dealssumacrm_dealsid PK · linked to sumacrm_contacts
taskssumacrm_tasksid PK · linked to sumacrm_contacts

FAQ

How does Datrise handle SUMA CRM's custom fields in Redash?

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

How does the SUMA CRM to Redash sync stay up to date?

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

Related pipelines

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