Clio → Apache Superset
AI-first ETL from Clio into Apache Superset. Governed entities, incremental sync, typed landing tables.
How Datrise loads Clio into Apache Superset
Datrise syncs Clio's contacts, accounts, deals, activities, and lifecycle events into Apache Superset as governed SQL tables Superset queries directly. Flexible or custom fields land in flattened columns for the explore UI, and timestamps such as created, updated, and status changes are typed as temporal columns for time-series charts.
Sync is incremental: Datrise uses incremental refresh of the queried tables, so re-runs update only what changed. Date-partitioned tables to keep dashboards responsive. Superset charts run live SQL, so Datrise lands query-friendly, indexed tables rather than wide raw payloads.
Ideal for open-source dashboards over your own database.
Endpoints
Clio: Legal practice CRM for matters, clients, and intake workflows.
Apache Superset: Open-source BI for SQL exploration, charts, and dashboard publishing.
How Clio entities map to Apache Superset
| Clio entity | Apache Superset object | Notes |
|---|---|---|
| contacts | clio_contacts | id PK · custom fields → flattened columns for the explore UI |
| accounts | clio_accounts | id PK · linked to clio_contacts |
| deals | clio_deals | id PK · linked to clio_contacts |
| activities | clio_activities | temporal columns for time-series charts events |
FAQ
How does Datrise handle Clio's custom fields in Apache Superset?
Flexible values are stored as flattened columns for the explore UI, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Apache Superset types.
How does the Clio to Apache Superset sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the queried tables.
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Early access
Connect Clio to Apache Superset the easy way
Skip brittle scripts and manual exports. Join the waitlist to get a guided setup, AI-assisted mapping, and reliable incremental sync for this integration.