DatriseAI-first ETL

Top Producer Yellowfin

AI-first ETL from Top Producer into Yellowfin. Governed entities, incremental sync, typed landing tables.

How Datrise loads Top Producer into Yellowfin

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

Top Producer: Real estate CRM for leads, listings, and agent follow-up.

Yellowfin: BI suite with dashboards, automated insights, and data storytelling.

How Top Producer entities map to Yellowfin

Top Producer entityYellowfin objectNotes
contactstop_producer_contactsid PK · custom fields → flattened columns
accountstop_producer_accountsid PK · linked to top_producer_contacts
dealstop_producer_dealsid PK · linked to top_producer_contacts
activitiestop_producer_activitiesdate/time dimensions events

FAQ

How does Datrise handle Top Producer'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 Top Producer to Yellowfin sync stay up to date?

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

Related pipelines

Early access

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