MyCase to Holistics Integration
AI-first ETL from MyCase into Holistics. Governed entities, incremental sync, typed landing tables.
How Datrise loads MyCase into Holistics
Datrise syncs MyCase's cases, clients, leads, time entries, invoices, and documents into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.
Ideal for as-code BI modeling on a warehouse.
Endpoints
MyCase: Case management and client intake for law firms.
Holistics: Self-service BI with modeling layers and scheduled report delivery.
How MyCase entities map to Holistics
| MyCase entity | Holistics object | Notes |
|---|---|---|
| cases | mycase_cases | id PK · custom fields → flattened columns for the modeling layer |
| clients | mycase_clients | id PK · linked to mycase_cases |
| leads | mycase_leads | id PK · linked to mycase_cases |
| time entries | mycase_time_entries | id PK · linked to mycase_cases |
FAQ
How does Datrise handle MyCase's custom fields in Holistics?
Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.
How does the MyCase to Holistics sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the modeled tables.
Related pipelines
More destinations for MyCase
Early access
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