DatriseAI-first ETL

Wise Agent Spreadsheets

AI-first ETL from Wise Agent into Spreadsheets. Governed entities, incremental sync, typed landing tables.

How Datrise loads Wise Agent into Spreadsheets

Datrise syncs Wise Agent's contacts, accounts, deals, activities, and lifecycle events into Spreadsheets as a tab per source entity. Flexible or custom fields land in JSON-stringified cells for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 text or serial date cells.

Sync is incremental: Datrise uses refreshes the tab's rows each run, preserving header order, so re-runs update only what changed. Sheets caps out around the low millions of cells, so Datrise lands a curated column set rather than every raw field.

Ideal for lightweight, shareable reporting for non-technical teams.

Endpoints

Wise Agent: Real estate CRM for leads, listings, and agent follow-up.

Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.

How Wise Agent entities map to Spreadsheets

Wise Agent entitySpreadsheets objectNotes
contactswise_agent_contactsid PK · custom fields → JSON-stringified cells for nested fields
accountswise_agent_accountsid PK · linked to wise_agent_contacts
dealswise_agent_dealsid PK · linked to wise_agent_contacts
activitieswise_agent_activitiesISO-8601 text or serial date cells events

FAQ

How does Datrise handle Wise Agent's custom fields in Spreadsheets?

Flexible values are stored as JSON-stringified cells for nested fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Spreadsheets types.

How does the Wise Agent to Spreadsheets sync stay up to date?

It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.

Related pipelines

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