DatriseAI-first ETL

MyCase Looker

AI-first ETL from MyCase into Looker. Governed entities, incremental sync, typed landing tables.

How Datrise loads MyCase into Looker

Datrise syncs MyCase's contacts, accounts, deals, activities, and lifecycle events into Looker as governed warehouse tables with LookML-ready naming. Flexible or custom fields land in flattened columns (nested fields expanded for modeling), and timestamps such as created, updated, and status changes are typed as date/time dimension columns.

Sync is incremental: Datrise uses incremental refresh of the underlying warehouse tables Looker explores, so re-runs update only what changed. Date-partitioned fact tables for PDT performance. Looker models live in LookML on top of SQL, so Datrise lands clean, stable column names rather than churn that would break your views.

Ideal for governed, version-controlled BI on a warehouse.

Endpoints

MyCase: Legal practice CRM for matters, clients, and intake workflows.

Looker: Google Cloud BI with LookML semantic models and governed dashboards.

How MyCase entities map to Looker

MyCase entityLooker objectNotes
contactsmycase_contactsid PK · custom fields → flattened columns (nested fields expanded for modeling)
accountsmycase_accountsid PK · linked to mycase_contacts
dealsmycase_dealsid PK · linked to mycase_contacts
activitiesmycase_activitiesdate/time dimension columns events

FAQ

How does Datrise handle MyCase's custom fields in Looker?

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

How does the MyCase to Looker sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the underlying warehouse tables Looker explores.

Related pipelines

Early access

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