Vtiger → Yellowfin
AI-first ETL from Vtiger into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Vtiger into Yellowfin
Datrise syncs Vtiger's sales, support, and lifecycle workflows in a unified CRM model 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
Vtiger: Unified CRM for sales, help desk, and customer lifecycle workflows.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Vtiger entities map to Yellowfin
| Vtiger entity | Yellowfin object | Notes |
|---|---|---|
| sales | vtiger_sales | id PK · custom fields → flattened columns |
| support | vtiger_support | id PK · linked to vtiger_sales |
| lifecycle workflows in a unified CRM model | vtiger_lifecycle_workflows_in_a_unified_crm_model | id PK · linked to vtiger_sales |
FAQ
How does Datrise handle Vtiger'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 Vtiger to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
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