Clio → Microsoft Power BI
AI-first ETL from Clio into Microsoft Power BI. Governed entities, incremental sync, typed landing tables.
How Datrise loads Clio into Microsoft Power BI
Datrise syncs Clio's contacts, accounts, deals, activities, and lifecycle events into Microsoft Power BI as star-schema-friendly tables for an Import or DirectQuery dataset. Flexible or custom fields land in flattened columns (nested fields expanded), and timestamps such as created, updated, and status changes are typed as date/time columns with a date table.
Sync is incremental: Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd, so re-runs update only what changed. Date-partitioned fact tables matching incremental-refresh policies. Power BI measures and relationships live in the .pbix model, so Datrise keeps the underlying tables stable and star-schema-shaped.
Ideal for Microsoft-stack self-serve reporting.
Endpoints
Clio: Legal practice CRM for matters, clients, and intake workflows.
Microsoft Power BI: Microsoft business intelligence with datasets, reports, and semantic models.
How Clio entities map to Microsoft Power BI
| Clio entity | Microsoft Power BI object | Notes |
|---|---|---|
| contacts | clio_contacts | id PK · custom fields → flattened columns (nested fields expanded) |
| accounts | clio_accounts | id PK · linked to clio_contacts |
| deals | clio_deals | id PK · linked to clio_contacts |
| activities | clio_activities | date/time columns with a date table events |
FAQ
How does Datrise handle Clio's custom fields in Microsoft Power BI?
Flexible values are stored as flattened columns (nested fields expanded), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft Power BI types.
How does the Clio to Microsoft Power BI sync stay up to date?
It runs incrementally — Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd.
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Early access
Connect Clio to Microsoft Power BI the easy way
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