Clio to MySQL Integration
AI-first ETL from Clio into MySQL. Governed entities, incremental sync, typed landing tables.
How Datrise loads Clio into MySQL
Datrise syncs Clio's matters, contacts, time entries, bills, documents, and calendar events into MySQL as a typed table per source entity. Flexible or custom fields land in JSON columns, and timestamps such as created, updated, and status changes are typed as DATETIME/TIMESTAMP.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE, so re-runs update only what changed. Optional RANGE partitioning by load date. MySQL collation matters for CRM text, so Datrise lands utf8mb4 to preserve emoji and non-Latin characters.
Ideal for operational reporting and app databases already standardized on MySQL.
Endpoints
Clio: Legal practice management for matters, time, and billing.
MySQL: Widely used OSS relational engine (InnoDB).
How Clio entities map to MySQL
| Clio entity | MySQL object | Notes |
|---|---|---|
| matters | clio_matters | id PK · custom fields → JSON columns |
| 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 MySQL?
Flexible values are stored as JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MySQL types.
How does the Clio to MySQL sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE.
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