Clio to Tableau Integration

How Datrise loads Clio into Tableau

Datrise syncs Clio's matters, contacts, time entries, bills, documents, and calendar events into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.

Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.

Ideal for visual analytics and dashboards in Tableau.

Endpoints

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

Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.

How Clio entities map to Tableau

Clio entity	Tableau object	Notes
matters	`clio_matters`	id PK · custom fields → flattened columns for Tableau fields
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 Tableau?

Flexible values are stored as flattened columns for Tableau fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Tableau types.

How does the Clio to Tableau sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.

Related pipelines

Early access

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