Veeva CRM to MongoDB Integration
AI-first ETL from Veeva CRM into MongoDB. Governed entities, incremental sync, typed landing tables.
How Datrise loads Veeva CRM into MongoDB
Datrise syncs Veeva CRM's accounts, calls, samples, territories, consents, and medical inquiries into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.
Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.
Ideal for document-oriented apps that want CRM data in their existing Mongo store.
Endpoints
Veeva CRM: Life sciences CRM for field medical and commercial teams.
MongoDB: Document database for flexible schemas.
How Veeva CRM entities map to MongoDB
| Veeva CRM entity | MongoDB object | Notes |
|---|---|---|
| accounts | veeva_accounts | id PK · custom fields → native nested documents |
| calls | veeva_calls | id PK · linked to veeva_accounts |
| samples | veeva_samples | id PK · linked to veeva_accounts |
| territories | veeva_territories | id PK · linked to veeva_accounts |
FAQ
How does Datrise handle Veeva CRM's custom fields in MongoDB?
Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.
How does the Veeva CRM to MongoDB sync stay up to date?
It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.
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