Clio → Spreadsheets
AI-first ETL from Clio into Spreadsheets. Governed entities, incremental sync, typed landing tables.
How Datrise loads Clio into Spreadsheets
Datrise syncs Clio'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
Clio: Legal practice CRM for matters, clients, and intake workflows.
Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.
How Clio entities map to Spreadsheets
| Clio entity | Spreadsheets object | Notes |
|---|---|---|
| contacts | clio_contacts | id PK · custom fields → JSON-stringified cells for nested fields |
| accounts | clio_accounts | id PK · linked to clio_contacts |
| deals | clio_deals | id PK · linked to clio_contacts |
| activities | clio_activities | ISO-8601 text or serial date cells events |
FAQ
How does Datrise handle Clio'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 Clio to Spreadsheets sync stay up to date?
It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.
Related pipelines
More destinations for Clio
More sources for Spreadsheets
Early access
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