Clio to Azure Synapse Integration

How Datrise loads Clio into Azure Synapse

Datrise syncs Clio's matters, contacts, time entries, bills, documents, and calendar events into Azure Synapse as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.

Sync is incremental: Datrise uses COPY into staging, then a MERGE on stable id, so re-runs update only what changed. Hash distribution on the join id with date partitioning on facts. Synapse dedicated pools reward good hash-distribution choices, so Datrise distributes on entity ids to avoid data-movement-heavy joins.

Ideal for Azure analytics estates feeding Power BI.

Endpoints

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

Azure Synapse: Microsoft analytics workspace with SQL pools.

How Clio entities map to Azure Synapse

Clio entity	Azure Synapse object	Notes
matters	`clio_matters`	id PK · custom fields → NVARCHAR(MAX) 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 Azure Synapse?

Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Azure Synapse types.

How does the Clio to Azure Synapse sync stay up to date?

It runs incrementally — Datrise uses COPY into staging, then a MERGE on stable id.

Related pipelines

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