KC (Preview)
KC Practice Management enables secure access to client and business data, allowing users to retrieve and manage information efficiently through automated workflows.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Kloud Connect Support |
| URL | https://www.kloudconnect.com.au/ |
| support@kloudconnect.com.au |
| Connector Metadata | |
|---|---|
| Publisher | Kloud Connect |
| Website | https://www.kloudconnect.com.au/ |
| Privacy policy | https://www.kloudconnect.com.au/wp-content/uploads/2024/09/Privacy-Policy-Kloud-Connect.pdf |
| Categories | Business Management;Finance |
Kloud Connect Practice Management
Overview
This provides access to Kloud Connect Practice Management APIs.
Features
- List clients
- Create Clients
- List Contacts
- Create Contacts
- List invoices
- Create Timesheet
- List Tasks
- Create Tasks
- List Jobs
- Create Jobs
- Access practice management data
Authentication
OAuth 2.0 via Kloud Connect Identity Server
Support
support@kloudconnect.com.au
Actions
| Create client |
Creates a client. |
| Create client group |
Creates a client group. |
| Create job |
Creates a workflow job. |
| Get client by ID |
Returns details for a client by ID. |
| get Client Groups |
get Client Groups |
| Get custom fields by context |
Returns custom fields for the specified context. |
| Get debtor client mapping |
Returns debtor client mapping for a client. |
| List client relationships |
Returns a paged list of client relationships. |
| List client tags |
Returns the available client tags. |
| List clients |
Returns a paged list of clients. |
| List contacts |
Returns a paged list of contacts. |
| List divisions |
Returns a paged list of divisions. |
| List invoices |
Returns a paged list of invoices. |
| List job priorities |
Returns the available workflow job priorities. |
| List job templates |
Returns the available workflow job templates. |
| List job type statuses |
Returns the available workflow job type statuses. |
| List job types |
Returns the available workflow job types. |
| List jobs |
Returns a paged list of workflow jobs. |
| List non-billable time types |
Returns the available non-billable timesheet types. |
| List teams |
Returns the available teams. |
| List users |
Returns a paged list of users. |
| Log time |
Creates a timesheet time entry. |
| Update client by ID |
Updates a client by ID. |
| Update client group |
Updates a client group by group code. |
| Update contact |
Updates a contact by ID. |
| Update job |
Updates a workflow job by ID. |
| Update job status and priority |
Updates the status and priority for workflow jobs. |
Create client
Creates a client.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
entityType
|
entityType | True | string | |
|
clientCode
|
clientCode | True | string | |
|
salutation
|
salutation | string | ||
|
firstName
|
firstName | string | ||
|
middleName
|
middleName | string | ||
|
lastName
|
lastName | string | ||
|
trustName
|
trustName | string | ||
|
trustType
|
trustType | string | ||
|
companyName
|
companyName | string | ||
|
tradingName
|
tradingName | string | ||
|
partnershipName
|
partnershipName | string | ||
|
smsfName
|
smsfName | string | ||
|
softwareType
|
softwareType | string | ||
|
softwareName
|
softwareName | string | ||
|
partnerId
|
partnerId | True | string | |
|
managerId
|
managerId | string | ||
|
divisionId
|
divisionId | True | integer | |
|
prospect
|
prospect | boolean | ||
|
preferredName
|
preferredName | string | ||
|
dateofbirth
|
dateofbirth | date-time | ||
|
placeOfBirth
|
placeOfBirth | string | ||
|
gender
|
gender | string | ||
|
type
|
type | string | ||
|
email
|
string | |||
|
favourite
|
favourite | boolean | ||
|
feeSynergy
|
feeSynergy | boolean | ||
|
type
|
type | string | ||
|
number
|
number | string | ||
|
favourite
|
favourite | boolean | ||
|
feeSynergy
|
feeSynergy | boolean | ||
|
linkedInProfileId
|
linkedInProfileId | string | ||
|
website
|
website | string | ||
|
annualReviewDate
|
annualReviewDate | date-time | ||
|
formationDate
|
formationDate | date-time | ||
|
addressType
|
addressType | string | ||
|
unit
|
unit | string | ||
|
careOf
|
careOf | string | ||
|
addressLine1
|
addressLine1 | string | ||
|
addressLine2
|
addressLine2 | string | ||
|
suburb
|
suburb | string | ||
|
state
|
state | string | ||
|
country
|
country | string | ||
|
postCode
|
postCode | string | ||
|
industry
|
industry | string | ||
|
role
|
role | string | ||
|
salary
|
salary | string | ||
|
annualIncome
|
annualIncome | string | ||
|
isTaxClient
|
isTaxClient | boolean | ||
|
isLodgeActivity
|
isLodgeActivity | boolean | ||
|
tfn
|
tfn | integer | ||
|
abn
|
abn | integer | ||
|
acn
|
acn | integer | ||
|
din
|
din | integer | ||
|
taxAgent
|
taxAgent | string | ||
|
gst
|
gst | boolean | ||
|
resident
|
resident | boolean | ||
|
bankName
|
bankName | string | ||
|
bankAccountName
|
bankAccountName | string | ||
|
bankBSB
|
bankBSB | integer | ||
|
bankAccountNumber
|
bankAccountNumber | integer | ||
|
contactId
|
contactId | integer | ||
|
contactType
|
contactType | string | ||
|
id
|
id | integer | ||
|
value
|
value | string | ||
|
enumEntityTypes
|
enumEntityTypes | string | ||
|
enumTrustTypes
|
enumTrustTypes | string | ||
|
enumGender
|
enumGender | string | ||
|
enumEmailTypes
|
enumEmailTypes | string | ||
|
enumPhoneTypes
|
enumPhoneTypes | string | ||
|
enumContactTypes
|
enumContactTypes | string | ||
|
enumAddressTypes
|
enumAddressTypes | string |
Create client group
Creates a client group.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
groupName
|
groupName | string | ||
|
partnerId
|
partnerId | string | ||
|
tags
|
tags | array of integer | ||
|
clientId
|
clientId | integer | ||
|
isDebitorClient
|
isDebitorClient | boolean | ||
|
relationIds
|
relationIds | array of integer | ||
|
contactId
|
contactId | integer |
Create job
Creates a workflow job.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
clientId
|
clientId | integer | ||
|
divisionId
|
divisionId | integer | ||
|
debtorclientId
|
debtorclientId | integer | ||
|
jobTypeId
|
jobTypeId | integer | ||
|
jobCategory
|
jobCategory | string | ||
|
jobName
|
jobName | string | ||
|
financialYear
|
financialYear | integer | ||
|
templateId
|
templateId | integer | ||
|
managerId
|
managerId | string | ||
|
partnerId
|
partnerId | string | ||
|
startDate
|
startDate | date-time | ||
|
dueDate
|
dueDate | date-time | ||
|
estimateType
|
estimateType | string | ||
|
priority
|
priority | string | ||
|
description
|
description | string | ||
|
billingMethod
|
billingMethod | string | ||
|
teamId
|
teamId | integer | ||
|
quoteAmount
|
quoteAmount | double | ||
|
statusId
|
statusId | integer | ||
|
id
|
id | integer | ||
|
value
|
value | string | ||
|
enumJobCategoryTypes
|
enumJobCategoryTypes | string | ||
|
enumEstimateTypes
|
enumEstimateTypes | string | ||
|
enumBillingMethods
|
enumBillingMethods | string | ||
|
enumPriorityTypes
|
enumPriorityTypes | string |
Get client by ID
Returns details for a client by ID.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Client ID
|
clientId | True | integer |
Client identifier. |
|
Custom fields
|
isCustomField | boolean |
Include custom fields. |
Returns
- Body
- ClientDetails_Result
get Client Groups
get Client Groups
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Page
|
page | integer |
Results page number. |
|
|
Page size
|
pageSize | integer |
Number of client groups to return per page. |
|
|
Group code
|
groupCode | string |
Filter client groups by group code. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
clientGroups
|
clientGroups | array of object |
clientGroups |
|
groupId
|
clientGroups.groupId | integer |
groupId |
|
groupCode
|
clientGroups.groupCode | string |
groupCode |
|
groupName
|
clientGroups.groupName | string |
groupName |
|
contact
|
clientGroups.contact | string |
contact |
|
tags
|
clientGroups.tags | array of |
tags |
|
clients
|
clientGroups.clients | array of object |
clients |
|
clientId
|
clientGroups.clients.clientId | integer |
clientId |
|
entityType
|
clientGroups.clients.entityType | string |
entityType |
|
clientname
|
clientGroups.clients.clientname | string |
clientname |
|
isDebtorClient
|
clientGroups.clients.isDebtorClient | boolean |
isDebtorClient |
|
debtorClientId
|
clientGroups.clients.debtorClientId | integer |
debtorClientId |
|
createdBY
|
clientGroups.createdBY | string |
createdBY |
|
created
|
clientGroups.created | string |
created |
|
lastmodified
|
clientGroups.lastmodified | string |
lastmodified |
|
total_records
|
pagination.total_records | integer |
total_records |
|
current_page
|
pagination.current_page | integer |
current_page |
|
page_Size
|
pagination.page_Size | integer |
page_Size |
|
total_pages
|
pagination.total_pages | integer |
total_pages |
|
next_page
|
pagination.next_page | integer |
next_page |
|
next_pageurl
|
pagination.next_pageurl | string |
next_pageurl |
|
|
pagination.prev_page | integer |
prev_page |
|
prev_pageurl
|
pagination.prev_pageurl | string |
prev_pageurl |
Get custom fields by context
Returns custom fields for the specified context.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Context
|
context | True | string |
Custom fields context. |
Get debtor client mapping
Returns debtor client mapping for a client.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Client ID
|
clientId | True | integer |
Client identifier. |
Returns
- Body
- ClientDebtor
List client relationships
Returns a paged list of client relationships.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Client ID
|
clientId | True | integer |
Client identifier. |
|
Page
|
page | integer |
Results page number. |
|
|
Page size
|
pageSize | integer |
Number of relationships to return per page. |
Returns
- Body
- Relationships_Result
List client tags
Returns the available client tags.
List clients
Returns a paged list of clients.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Page
|
page | integer |
Results page number (1-based). |
|
|
Page size
|
pageSize | integer |
Number of items per page. |
|
|
Partner ID
|
partnerId | string |
Filter by partner identifier. |
|
|
Debit client
|
isDebitClient | boolean |
Filter by debit-client flag. |
|
|
Modified since
|
modifiedSince | string |
Return clients modified on/after this timestamp (ISO 8601). |
|
|
Group code
|
groupCode | string |
Filter by group code. |
|
|
Client ID
|
clientId | integer |
Filter by client ID. |
|
|
Custom fields
|
isCustomField | boolean |
Include custom fields. |
Returns
- Body
- Client_Result
List contacts
Returns a paged list of contacts.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Page
|
page | integer |
Results page number. |
|
|
Page size
|
pageSize | integer |
Number of contacts to return per page. |
|
|
Modified since
|
modifiedSince | string |
Return contacts modified on or after this timestamp. |
|
|
Contact ID
|
contactId | integer |
Filter contacts by contact identifier. |
|
|
Client ID filter
|
isClientId | boolean |
Indicates whether the contact ID filter should be treated as a client ID. |
|
|
Custom fields
|
isCustomField | boolean |
Include custom fields in the contact results. |
Returns
- Body
- Contact_Result
List divisions
Returns a paged list of divisions.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Page
|
page | integer |
Results page number. |
|
|
Page size
|
pageSize | integer |
Number of divisions to return per page. |
|
|
Modified since
|
modifiedSince | string |
Return divisions modified on or after this timestamp. |
Returns
- Body
- Divisions_Result
List invoices
Returns a paged list of invoices.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Page
|
page | integer |
Results page number. |
|
|
Page size
|
pageSize | integer |
Number of invoices to return per page. |
|
|
Draft invoice
|
isDraftInvoice | boolean |
Filter invoices by draft invoice flag. |
|
|
Include invoice details
|
includeInvoiceDetails | boolean |
Include invoice detail records in the response. |
|
|
Status
|
status | string |
Filter invoices by status. |
|
|
Modified since
|
modifiedSince | string |
Return invoices modified on or after this timestamp. |
|
|
Debit client
|
isDebitClient | boolean |
Filter invoices by debit client flag. |
|
|
Client name
|
clientname | string |
Filter invoices by client name. |
|
|
Client code
|
clientcode | string |
Filter invoices by client code. |
|
|
Job name
|
jobname | string |
Filter invoices by job name. |
|
|
Job code
|
jobcode | string |
Filter invoices by job code. |
|
|
Billing entity ID
|
billingEntityId | string |
Filter invoices by billing entity identifier. |
Returns
- Body
- InvoiceDetail_Result
List job priorities
List job templates
List job type statuses
List job types
List jobs
Returns a paged list of workflow jobs.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Page
|
page | integer |
Results page number. |
|
|
Page size
|
pageSize | integer |
Number of jobs to return per page. |
|
|
Partner ID
|
partnerId | string |
Filter jobs by partner identifier. |
|
|
Client name
|
clientName | string |
Filter jobs by client name. |
|
|
Client code
|
clientcode | string |
Filter jobs by client code. |
|
|
Modified since
|
modifiedSince | string |
Return jobs modified on or after this timestamp. |
|
|
Debit client
|
isDebitClient | boolean |
Filter jobs by debit client flag. |
|
|
Custom fields
|
isCustomField | boolean |
Include custom fields in the job results. |
Returns
- Body
- Jobs_Result
List non-billable time types
Returns the available non-billable timesheet types.
List teams
List users
Returns a paged list of users.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Page
|
page | integer |
Results page number. |
|
|
Page size
|
pageSize | integer |
Number of users to return per page. |
|
|
Modified since
|
modifiedSince | string |
Return users modified on or after this timestamp. |
|
|
Role name
|
rolename | string |
Filter users by role name. |
Returns
- Body
- Users_Result
Log time
Creates a timesheet time entry.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
isbillable
|
isbillable | boolean | ||
|
jobId
|
jobId | integer | ||
|
taskId
|
taskId | integer | ||
|
nonbillableId
|
nonbillableId | integer | ||
|
date
|
date | date | ||
|
units
|
units | double | ||
|
starttime
|
starttime | string | ||
|
rate
|
rate | double | ||
|
description
|
description | string |
Update client by ID
Updates a client by ID.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Client ID
|
clientId | True | integer |
Client identifier. |
|
entityType
|
entityType | True | string | |
|
clientCode
|
clientCode | True | string | |
|
salutation
|
salutation | string | ||
|
firstName
|
firstName | string | ||
|
middleName
|
middleName | string | ||
|
lastName
|
lastName | string | ||
|
trustName
|
trustName | string | ||
|
trustType
|
trustType | string | ||
|
companyName
|
companyName | string | ||
|
tradingName
|
tradingName | string | ||
|
partnershipName
|
partnershipName | string | ||
|
smsfName
|
smsfName | string | ||
|
softwareType
|
softwareType | string | ||
|
softwareName
|
softwareName | string | ||
|
partnerId
|
partnerId | True | string | |
|
managerId
|
managerId | string | ||
|
divisionId
|
divisionId | True | integer | |
|
prospect
|
prospect | boolean | ||
|
preferredName
|
preferredName | string | ||
|
dateofbirth
|
dateofbirth | date-time | ||
|
placeOfBirth
|
placeOfBirth | string | ||
|
gender
|
gender | string | ||
|
type
|
type | string | ||
|
email
|
string | |||
|
favourite
|
favourite | boolean | ||
|
feeSynergy
|
feeSynergy | boolean | ||
|
type
|
type | string | ||
|
number
|
number | string | ||
|
favourite
|
favourite | boolean | ||
|
feeSynergy
|
feeSynergy | boolean | ||
|
linkedInProfileId
|
linkedInProfileId | string | ||
|
website
|
website | string | ||
|
annualReviewDate
|
annualReviewDate | date-time | ||
|
formationDate
|
formationDate | date-time | ||
|
addressType
|
addressType | string | ||
|
unit
|
unit | string | ||
|
careOf
|
careOf | string | ||
|
addressLine1
|
addressLine1 | string | ||
|
addressLine2
|
addressLine2 | string | ||
|
suburb
|
suburb | string | ||
|
state
|
state | string | ||
|
country
|
country | string | ||
|
postCode
|
postCode | string | ||
|
industry
|
industry | string | ||
|
role
|
role | string | ||
|
salary
|
salary | string | ||
|
annualIncome
|
annualIncome | string | ||
|
isTaxClient
|
isTaxClient | boolean | ||
|
isLodgeActivity
|
isLodgeActivity | boolean | ||
|
tfn
|
tfn | integer | ||
|
abn
|
abn | integer | ||
|
acn
|
acn | integer | ||
|
din
|
din | integer | ||
|
taxAgent
|
taxAgent | string | ||
|
gst
|
gst | boolean | ||
|
resident
|
resident | boolean | ||
|
bankName
|
bankName | string | ||
|
bankAccountName
|
bankAccountName | string | ||
|
bankBSB
|
bankBSB | integer | ||
|
bankAccountNumber
|
bankAccountNumber | integer | ||
|
contactId
|
contactId | integer | ||
|
contactType
|
contactType | string | ||
|
id
|
id | integer | ||
|
value
|
value | string | ||
|
enumEntityTypes
|
enumEntityTypes | string | ||
|
enumTrustTypes
|
enumTrustTypes | string | ||
|
enumGender
|
enumGender | string | ||
|
enumEmailTypes
|
enumEmailTypes | string | ||
|
enumPhoneTypes
|
enumPhoneTypes | string | ||
|
enumContactTypes
|
enumContactTypes | string | ||
|
enumAddressTypes
|
enumAddressTypes | string |
Update client group
Updates a client group by group code.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Group code
|
groupCode | True | string |
Client group code. |
|
groupName
|
groupName | string | ||
|
partnerId
|
partnerId | string | ||
|
tags
|
tags | array of integer | ||
|
clientId
|
clientId | integer | ||
|
isDebitorClient
|
isDebitorClient | boolean | ||
|
relationIds
|
relationIds | array of integer | ||
|
contactId
|
contactId | integer |
Update contact
Updates a contact by ID.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Contact ID
|
contactId | True | integer |
Contact identifier. |
|
salutation
|
salutation | string | ||
|
firstName
|
firstName | True | string | |
|
middleName
|
middleName | string | ||
|
lastName
|
lastName | True | string | |
|
gender
|
gender | string | ||
|
type
|
type | string | ||
|
number
|
number | string | ||
|
favourite
|
favourite | boolean | ||
|
feeSynergy
|
feeSynergy | boolean | ||
|
type
|
type | string | ||
|
email
|
string | |||
|
favourite
|
favourite | boolean | ||
|
feeSynergy
|
feeSynergy | boolean | ||
|
companyName
|
companyName | string | ||
|
placeOfBirth
|
placeOfBirth | string | ||
|
linkedInProfileID
|
linkedInProfileID | string | ||
|
preferredName
|
preferredName | string | ||
|
din
|
din | string | ||
|
dateOfBirth
|
dateOfBirth | date-time | ||
|
isImportent
|
isImportent | boolean | ||
|
addressType
|
addressType | string | ||
|
unit
|
unit | string | ||
|
careOf
|
careOf | string | ||
|
addressLine1
|
addressLine1 | string | ||
|
addressLine2
|
addressLine2 | string | ||
|
suburb
|
suburb | string | ||
|
state
|
state | string | ||
|
country
|
country | string | ||
|
postCode
|
postCode | string | ||
|
id
|
id | integer | ||
|
value
|
value | string | ||
|
enumAddressTypes
|
enumAddressTypes | string |
Update job
Updates a workflow job by ID.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Job ID
|
jobId | True | integer |
Workflow job identifier. |
|
clientId
|
clientId | integer | ||
|
divisionId
|
divisionId | integer | ||
|
debtorclientId
|
debtorclientId | integer | ||
|
jobTypeId
|
jobTypeId | integer | ||
|
jobCategory
|
jobCategory | string | ||
|
jobName
|
jobName | string | ||
|
financialYear
|
financialYear | integer | ||
|
templateId
|
templateId | integer | ||
|
managerId
|
managerId | string | ||
|
partnerId
|
partnerId | string | ||
|
startDate
|
startDate | date-time | ||
|
dueDate
|
dueDate | date-time | ||
|
estimateType
|
estimateType | string | ||
|
priority
|
priority | string | ||
|
description
|
description | string | ||
|
billingMethod
|
billingMethod | string | ||
|
teamId
|
teamId | integer | ||
|
quoteAmount
|
quoteAmount | double | ||
|
statusId
|
statusId | integer | ||
|
id
|
id | integer | ||
|
value
|
value | string | ||
|
enumJobCategoryTypes
|
enumJobCategoryTypes | string | ||
|
enumEstimateTypes
|
enumEstimateTypes | string | ||
|
enumBillingMethods
|
enumBillingMethods | string | ||
|
enumPriorityTypes
|
enumPriorityTypes | string |
Update job status and priority
Updates the status and priority for workflow jobs.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
jobId
|
jobId | integer | ||
|
priority
|
priority | string | ||
|
status
|
status | string | ||
|
statusOwner
|
statusOwner | string |
Definitions
Address
| Name | Path | Type | Description |
|---|---|---|---|
|
addressType
|
addressType | string | |
|
unit
|
unit | string | |
|
careOf
|
careOf | string | |
|
addressLine1
|
addressLine1 | string | |
|
addressLine2
|
addressLine2 | string | |
|
suburb
|
suburb | string | |
|
state
|
state | string | |
|
country
|
country | string | |
|
postCode
|
postCode | string |
Client
| Name | Path | Type | Description |
|---|---|---|---|
|
code
|
code | string | |
|
salutation
|
salutation | string | |
|
name
|
name | string | |
|
firstName
|
firstName | string | |
|
middleName
|
middleName | string | |
|
lastName
|
lastName | string | |
|
preferredName
|
preferredName | string | |
|
dateOfBirth
|
dateOfBirth | string | |
|
email
|
array of Email | ||
|
phone
|
phone | array of Phone | |
|
division
|
division | Division | |
|
entityType
|
entityType | string | |
|
partner
|
partner | Staff | |
|
manager
|
manager | Staff | |
|
contacts
|
contacts | array of Contact | |
|
addresses
|
addresses | array of Address | |
|
acn
|
acn | string | |
|
abn
|
abn | string | |
|
tfn
|
tfn | string | |
|
gstRegistered
|
gstRegistered | boolean | |
|
taxClient
|
taxClient | boolean | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string | |
|
wip
|
wip | string | |
|
location
|
location | string | |
|
status
|
status | string | |
|
group
|
group | Group | |
|
debtorClient
|
debtorClient | string | |
|
clientBrefcode
|
clientBrefcode | string | |
|
billercode
|
billercode | string | |
|
id
|
id | integer | |
|
customFields
|
customFields | array of CustomField |
ClientDebtor
| Name | Path | Type | Description |
|---|---|---|---|
|
debtorid
|
debtorid | integer | |
|
debtorname
|
debtorname | string | |
|
groupCode
|
groupCode | string | |
|
clientid
|
clientid | integer | |
|
clientType
|
clientType | string | |
|
isSeflDebtor
|
isSeflDebtor | boolean |
ClientDetails
| Name | Path | Type | Description |
|---|---|---|---|
|
code
|
code | string | |
|
salutation
|
salutation | string | |
|
name
|
name | string | |
|
firstName
|
firstName | string | |
|
middleName
|
middleName | string | |
|
lastName
|
lastName | string | |
|
preferredName
|
preferredName | string | |
|
dateOfBirth
|
dateOfBirth | string | |
|
email
|
array of Email | ||
|
phone
|
phone | array of Phone | |
|
division
|
division | Division | |
|
entityType
|
entityType | string | |
|
partner
|
partner | Staff | |
|
manager
|
manager | Staff | |
|
contacts
|
contacts | array of Contact | |
|
addresses
|
addresses | array of Address | |
|
acn
|
acn | string | |
|
abn
|
abn | string | |
|
gstRegistered
|
gstRegistered | boolean | |
|
taxClient
|
taxClient | boolean | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string | |
|
wip
|
wip | string | |
|
location
|
location | string | |
|
status
|
status | string | |
|
group
|
group | Group | |
|
debtorClient
|
debtorClient | string | |
|
clientBrefcode
|
clientBrefcode | string | |
|
billercode
|
billercode | string | |
|
id
|
id | integer | |
|
customFields
|
customFields | array of CustomField | |
|
din
|
din | string | |
|
tfn
|
tfn | string | |
|
bankName
|
bankName | string | |
|
bankAccountName
|
bankAccountName | string | |
|
bankBSB
|
bankBSB | string | |
|
bankAccountNumber
|
bankAccountNumber | string |
ClientDetails_Result
| Name | Path | Type | Description |
|---|---|---|---|
|
client
|
client | array of ClientDetails |
ClientSummary
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
code
|
code | string | |
|
name
|
name | string |
Client_Result
| Name | Path | Type | Description |
|---|---|---|---|
|
clients
|
clients | array of Client | |
|
pagination
|
pagination | Pagination |
Contact
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
firstName
|
firstName | string | |
|
lastName
|
lastName | string | |
|
preferredName
|
preferredName | string | |
|
contactType
|
contactType | string | |
|
email
|
array of Email | ||
|
phone
|
phone | array of Phone |
ContactEntity
| Name | Path | Type | Description |
|---|---|---|---|
|
salutation
|
salutation | string | |
|
firstName
|
firstName | string | |
|
middleName
|
middleName | string | |
|
lastName
|
lastName | string | |
|
gender
|
gender | string | |
|
phone
|
phone | array of Phone | |
|
email
|
array of Email | ||
|
companyName
|
companyName | string | |
|
placeOfBirth
|
placeOfBirth | string | |
|
linkedInProfileID
|
linkedInProfileID | string | |
|
preferredName
|
preferredName | string | |
|
din
|
din | string | |
|
contactId
|
contactId | integer | |
|
dateOfBirth
|
dateOfBirth | string | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string | |
|
addresses
|
addresses | array of Address | |
|
name
|
name | string | |
|
location
|
location | string | |
|
context
|
context | string | |
|
customFields
|
customFields | array of CustomField |
Contact_Result
| Name | Path | Type | Description |
|---|---|---|---|
|
contacts
|
contacts | array of ContactEntity | |
|
pagination
|
pagination | Pagination |
CustomField
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
value
|
value | string |
DebtorClient
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
code
|
code | string | |
|
name
|
name | string |
Division
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
name
|
name | string |
DivisionWithDetails
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
name
|
name | string | |
|
billingEntityName
|
billingEntityName | string | |
|
billingEntityId
|
billingEntityId | string | |
|
lastModifiedAt
|
lastModifiedAt | string |
Divisionext
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
name
|
name | string | |
|
billingEntityName
|
billingEntityName | string | |
|
billingEntityId
|
billingEntityId | string | |
|
lastModifiedAt
|
lastModifiedAt | string | |
|
lastModifiedBy
|
lastModifiedBy | string | |
|
created
|
created | string |
Divisions_Result
| Name | Path | Type | Description |
|---|---|---|---|
|
divisions
|
divisions | array of Divisionext | |
|
pagination
|
pagination | Pagination |
| Name | Path | Type | Description |
|---|---|---|---|
|
type
|
type | string | |
|
email
|
string | ||
|
favourite
|
favourite | boolean | |
|
feeSynergy
|
feeSynergy | boolean |
Group
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
code
|
code | string | |
|
name
|
name | string |
GroupMember
| Name | Path | Type | Description |
|---|---|---|---|
|
groupId
|
groupId | integer | |
|
memberId
|
memberId | string | |
|
name
|
name | string | |
|
roleName
|
roleName | string |
InvoiceDetail_Result
| Name | Path | Type | Description |
|---|---|---|---|
|
invoices
|
invoices | array of InvoiceDetails | |
|
pagination
|
pagination | Pagination |
InvoiceDetails
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
number
|
number | string | |
|
refNo
|
refNo | string | |
|
type
|
type | string | |
|
date
|
date | string | |
|
due
|
due | string | |
|
totalPayable
|
totalPayable | double | |
|
gst
|
gst | double | |
|
payment
|
payment | double | |
|
creditNote
|
creditNote | double | |
|
balance
|
balance | double | |
|
status
|
status | string | |
|
debtorClientId
|
debtorClientId | integer | |
|
debtorClientCode
|
debtorClientCode | string | |
|
debtorClientName
|
debtorClientName | string | |
|
debtorBrefcode
|
debtorBrefcode | string | |
|
billercode
|
billercode | string | |
|
invoiceLines
|
invoiceLines | array of InvoiceLines | |
|
invoiceJobs
|
invoiceJobs | array of JobInvoice | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string |
InvoiceLines
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
lineNumber
|
lineNumber | integer | |
|
lineDescription
|
lineDescription | string | |
|
lineTotal
|
lineTotal | double |
JobInvoice
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
jobcode
|
jobcode | string | |
|
name
|
name | string | |
|
wip
|
wip | double | |
|
client
|
client | ClientSummary | |
|
financialYear
|
financialYear | string | |
|
partner
|
partner | Staff | |
|
manager
|
manager | Staff | |
|
division
|
division | DivisionWithDetails | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string | |
|
debtorClient
|
debtorClient | string | |
|
invoiceid
|
invoiceid | integer |
JobPriorityValues
| Name | Path | Type | Description |
|---|---|---|---|
|
jobPriorityId
|
jobPriorityId | integer | |
|
jobPriorityName
|
jobPriorityName | string |
JobTemplate
| Name | Path | Type | Description |
|---|---|---|---|
|
templateId
|
templateId | integer | |
|
templateName
|
templateName | string | |
|
description
|
description | string | |
|
estimateType
|
estimateType | string | |
|
turnaround
|
turnaround | integer | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string |
JobType
| Name | Path | Type | Description |
|---|---|---|---|
|
jobTypeId
|
jobTypeId | integer | |
|
jobTypeName
|
jobTypeName | string | |
|
description
|
description | string | |
|
divisionId
|
divisionId | integer | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string |
JobTypeStatus
| Name | Path | Type | Description |
|---|---|---|---|
|
jobTypeId
|
jobTypeId | integer | |
|
statusId
|
statusId | integer | |
|
statusName
|
statusName | string | |
|
categoryId
|
categoryId | integer | |
|
categoryName
|
categoryName | string |
Jobdetail
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
jobCode
|
jobCode | string | |
|
jobType
|
jobType | string | |
|
name
|
name | string | |
|
priority
|
priority | string | |
|
dueDate
|
dueDate | string | |
|
estimatedTime
|
estimatedTime | double | |
|
wip
|
wip | double | |
|
client
|
client | ClientSummary | |
|
financialYear
|
financialYear | string | |
|
partner
|
partner | Staff | |
|
manager
|
manager | Staff | |
|
division
|
division | DivisionWithDetails | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string | |
|
debtorClient
|
debtorClient | DebtorClient | |
|
status
|
status | string | |
|
statusCategory
|
statusCategory | string | |
|
statusOwner
|
statusOwner | UserDetail | |
|
completedTask
|
completedTask | integer | |
|
totalTask
|
totalTask | integer | |
|
tasks
|
tasks | array of TaskDetail | |
|
assignees
|
assignees | array of UserDetail | |
|
team
|
team | TaskDetail | |
|
customFields
|
customFields | array of CustomField |
Jobs_Result
| Name | Path | Type | Description |
|---|---|---|---|
|
jobs
|
jobs | array of Jobdetail | |
|
pagination
|
pagination | Pagination |
Pagination
| Name | Path | Type | Description |
|---|---|---|---|
|
total_records
|
total_records | integer | |
|
current_page
|
current_page | integer | |
|
page_Size
|
page_Size | integer | |
|
total_pages
|
total_pages | integer | |
|
next_page
|
next_page | integer | |
|
next_pageurl
|
next_pageurl | string | |
|
prev_page
|
prev_page | integer | |
|
prev_pageurl
|
prev_pageurl | string |
Phone
| Name | Path | Type | Description |
|---|---|---|---|
|
type
|
type | string | |
|
number
|
number | string | |
|
favourite
|
favourite | boolean | |
|
feeSynergy
|
feeSynergy | boolean |
Relationship
| Name | Path | Type | Description |
|---|---|---|---|
|
relationshipId
|
relationshipId | string | |
|
type
|
type | string | |
|
entityId
|
entityId | string | |
|
name
|
name | string | |
|
entity
|
entity | string | |
|
startDate
|
startDate | string | |
|
endDate
|
endDate | string | |
|
units
|
units | integer |
Relationships_Result
| Name | Path | Type | Description |
|---|---|---|---|
|
relationships
|
relationships | array of Relationship | |
|
pagination
|
pagination | Pagination |
Staff
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | string | |
|
name
|
name | string | |
|
email
|
string |
TaskDetail
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | integer | |
|
name
|
name | string |
Teams
| Name | Path | Type | Description |
|---|---|---|---|
|
groupId
|
groupId | integer | |
|
teamId
|
teamId | integer | |
|
name
|
name | string | |
|
groupMembers
|
groupMembers | array of GroupMember |
UserDetail
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | string | |
|
name
|
name | string |
UsersWithDetails
| Name | Path | Type | Description |
|---|---|---|---|
|
id
|
id | string | |
|
name
|
name | string | |
|
roleName
|
roleName | string | |
|
email
|
|||
|
firstName
|
firstName | string | |
|
lastName
|
lastName | string | |
|
phone
|
phone | Phone | |
|
address
|
address | Address | |
|
created
|
created | string | |
|
lastModified
|
lastModified | string |
Users_Result
| Name | Path | Type | Description |
|---|---|---|---|
|
users
|
users | array of UsersWithDetails | |
|
pagination
|
pagination | Pagination |