DatriseAI-first ETL

Vtiger Holistics

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

How Datrise loads Vtiger into Holistics

Datrise syncs Vtiger's sales, support, and lifecycle workflows in a unified CRM model 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

Vtiger: Unified CRM for sales, help desk, and customer lifecycle workflows.

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

How Vtiger entities map to Holistics

Vtiger entityHolistics objectNotes
salesvtiger_salesid PK · custom fields → flattened columns for the modeling layer
supportvtiger_supportid PK · linked to vtiger_sales
lifecycle workflows in a unified CRM modelvtiger_lifecycle_workflows_in_a_unified_crm_modelid PK · linked to vtiger_sales

FAQ

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

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

Related pipelines

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