Clio to CSV Files Integration

How Datrise loads Clio into CSV Files

Datrise syncs Clio's matters, contacts, time entries, bills, documents, and calendar events into CSV Files as one CSV per source entity. Flexible or custom fields land in JSON-encoded strings for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 timestamp columns.

Sync is incremental: Datrise uses writes a fresh, fully-typed CSV per entity each run, so re-runs update only what changed. Optional date-suffixed files for change tracking. CSV has no types, so Datrise emits a companion schema and quotes/escapes consistently so downstream loaders don't misparse commas and newlines.

Ideal for portable hand-off into any tool that ingests delimited files.

Endpoints

Clio: Legal practice management for matters, time, and billing.

CSV Files: Flat-file destination for exports and lightweight data sharing.

How Clio entities map to CSV Files

Clio entity	CSV Files object	Notes
matters	`clio_matters`	id PK · custom fields → JSON-encoded strings for nested fields
contacts	`clio_contacts`	id PK · linked to clio_matters
time entries	`clio_time_entries`	id PK · linked to clio_matters
bills	`clio_bills`	id PK · linked to clio_matters

FAQ

How does Datrise handle Clio's custom fields in CSV Files?

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

How does the Clio to CSV Files sync stay up to date?

It runs incrementally — Datrise uses writes a fresh, fully-typed CSV per entity each run.

Related pipelines

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