Clio → ClickHouse
AI-first ETL from Clio into ClickHouse. Governed entities, incremental sync, typed landing tables.
How Datrise loads Clio into ClickHouse
Datrise syncs Clio's contacts, accounts, deals, activities, and lifecycle events into ClickHouse as a MergeTree table per source entity. Flexible or custom fields land in JSON or Map columns, and timestamps such as created, updated, and status changes are typed as DateTime64.
Sync is incremental: Datrise uses inserts into a ReplacingMergeTree keyed on stable id, so the latest version wins on merge, so re-runs update only what changed. Partition by month and order by (entity id, updated-at) for fast range scans. ClickHouse deduplicates asynchronously on merge, so Datrise uses ReplacingMergeTree and FINAL-safe queries rather than assuming immediate upserts.
Ideal for high-volume event analytics that need sub-second aggregation.
Endpoints
Clio: Legal practice CRM for matters, clients, and intake workflows.
ClickHouse: Columnar OLAP engine for fast aggregations.
How Clio entities map to ClickHouse
| Clio entity | ClickHouse object | Notes |
|---|---|---|
| contacts | clio_contacts | id PK · custom fields → JSON or Map columns |
| accounts | clio_accounts | id PK · linked to clio_contacts |
| deals | clio_deals | id PK · linked to clio_contacts |
| activities | clio_activities | DateTime64 events |
FAQ
How does Datrise handle Clio's custom fields in ClickHouse?
Flexible values are stored as JSON or Map columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native ClickHouse types.
How does the Clio to ClickHouse sync stay up to date?
It runs incrementally — Datrise uses inserts into a ReplacingMergeTree keyed on stable id, so the latest version wins on merge.
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