Clio to Yellowfin Integration
AI-first ETL from Clio into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Clio into Yellowfin
Datrise syncs Clio's matters, contacts, time entries, bills, documents, and calendar events into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.
Ideal for dashboards with automated data storytelling.
Endpoints
Clio: Legal practice management for matters, time, and billing.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Clio entities map to Yellowfin
| Clio entity | Yellowfin object | Notes |
|---|---|---|
| matters | clio_matters | id PK · custom fields → flattened 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 Yellowfin?
Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.
How does the Clio to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
More destinations for Clio
Early access
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