MyCase to Spreadsheets Integration

How Datrise loads MyCase into Spreadsheets

Datrise syncs MyCase's cases, clients, leads, time entries, invoices, and documents into Spreadsheets as a tab per source entity. Flexible or custom fields land in JSON-stringified cells for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 text or serial date cells.

Sync is incremental: Datrise uses refreshes the tab's rows each run, preserving header order, so re-runs update only what changed. Sheets caps out around the low millions of cells, so Datrise lands a curated column set rather than every raw field.

Ideal for lightweight, shareable reporting for non-technical teams.

Endpoints

MyCase: Case management and client intake for law firms.

Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.

How MyCase entities map to Spreadsheets

MyCase entity	Spreadsheets object	Notes
cases	`mycase_cases`	id PK · custom fields → JSON-stringified cells for nested fields
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 Spreadsheets?

Flexible values are stored as JSON-stringified cells for nested fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Spreadsheets types.

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

It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.

Related pipelines

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