DatriseAI-first ETL

MyCase PostgreSQL

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

How Datrise loads MyCase into PostgreSQL

Datrise syncs MyCase's contacts, accounts, deals, activities, and lifecycle events into PostgreSQL as a typed table per source entity. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.

Sync is incremental: Datrise uses a watermark on each entity's updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative range partitioning by load date for high-volume tables. PostgreSQL folds unquoted identifiers to lowercase, so Datrise normalizes mixed-case source fields to snake_case.

Ideal for operational analytics and application backends that need fresh, queryable copies of your data.

Endpoints

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

PostgreSQL: Open-source relational database with strong SQL and extensions.

How MyCase entities map to PostgreSQL

MyCase entityPostgreSQL objectNotes
contactsmycase_contactsid PK · custom fields → jsonb columns
accountsmycase_accountsid PK · linked to mycase_contacts
dealsmycase_dealsid PK · linked to mycase_contacts
activitiesmycase_activitiestimestamptz events

FAQ

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

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

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

It runs incrementally — Datrise uses a watermark on each entity's updated-at, applied with INSERT … ON CONFLICT DO UPDATE.

Related pipelines

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