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/
Email 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
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

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

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

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

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

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

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

List job priorities

Returns the available workflow job priorities.

Returns

List job templates

Returns the available workflow job templates.

Returns

List job type statuses

Returns the available workflow job type statuses.

Returns

List job types

Returns the available workflow job types.

Returns

Body
JobType

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

List non-billable time types

Returns the available non-billable timesheet types.

List teams

Returns the available teams.

Returns

Body
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

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
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
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
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
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
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
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

Email

Name Path Type Description
type
type string
email
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
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
email 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