DatriseAI-first ETL

MyCase Microsoft SQL Server

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

How Datrise loads MyCase into Microsoft SQL Server

Datrise syncs MyCase's contacts, accounts, deals, activities, and lifecycle events into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.

Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.

Ideal for Microsoft-stack analytics and Power BI Import models.

Endpoints

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

Microsoft SQL Server: Microsoft relational DB with enterprise features.

How MyCase entities map to Microsoft SQL Server

MyCase entityMicrosoft SQL Server objectNotes
contactsmycase_contactsid PK · custom fields → NVARCHAR(MAX) JSON columns
accountsmycase_accountsid PK · linked to mycase_contacts
dealsmycase_dealsid PK · linked to mycase_contacts
activitiesmycase_activitiesdatetime2 events

FAQ

How does Datrise handle MyCase's custom fields in Microsoft SQL Server?

Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.

How does the MyCase to Microsoft SQL Server sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.

Related pipelines

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