Linking Cliniko as a source
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Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
This source is currently in alpha. The interface and available tables may change.
The Cliniko connector syncs appointment types, attendees, businesses, and more into the PostHog data warehouse, so you can analyze them alongside your product data.
Prerequisites
Credentials that can read the data you want to sync. PostHog only reads data, so read access is enough.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
Enter your Cliniko API key. You can generate one from your Cliniko account under My Info > API Keys. The clinic's region (shard) is detected automatically from the key.
You'll be asked for:
- API key
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
All Cliniko tables are full refresh. Each sync replaces the contents of the table.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
appointment_types | A configurable type of appointment (e.g. Initial Consultation), with duration and pricing defaults. | Incremental, Full refresh | updated_at | — |
attendees | A patient's attendance record for one appointment, including arrival and cancellation status. | Incremental, Full refresh | updated_at | — |
businesses | A business location (clinic site) within the practice. | Incremental, Full refresh | updated_at | — |
group_appointments | An appointment with multiple patient attendees, run by one practitioner. | Incremental, Full refresh | updated_at | — |
individual_appointments | A one-on-one appointment between a patient and a practitioner. | Incremental, Full refresh | updated_at | — |
invoice_items | A single line item (service or product) on an invoice. | Incremental, Full refresh | updated_at | — |
invoices | A billing invoice raised for a patient's appointment. | Incremental, Full refresh | updated_at | — |
patients | A patient (client) record in the practice. | Incremental, Full refresh | updated_at | — |
practitioners | A practitioner (allied health provider) who delivers appointments. | Incremental, Full refresh | updated_at | — |
products | A stock item (e.g. retail product) that can be sold or used in appointments. | Incremental, Full refresh | updated_at | — |
referral_sources | How a patient was referred to the practice (e.g. a referring doctor or marketing channel). | Incremental, Full refresh | updated_at | — |
treatment_notes | A clinical treatment note recorded for a patient's appointment. | Incremental, Full refresh | updated_at | — |
Troubleshooting
- If the connection fails with an authorization error, the API key is wrong, expired, or has been revoked. Create a new one, then reconnect the source.
- If a table syncs no rows, the credential may not have access to that data. Check its permissions, then reconnect the source.
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.