BuchhaltungsButler: What Fields Do You Sync?
Introduction
In this article, we explore the data fields shared between Matters.Cloud and BuchhaltungsButler during integration. Understanding which fields are included is essential for ensuring seamless data synchronisation, accurate reporting, and a streamlined workflow.
By knowing which information is exchanged between these two platforms, you'll be better equipped to set up, troubleshoot, and optimise the integration for your firm's needs. This guide covers the key fields involved in the integration, offering clarity on how client, matter, invoice and financial data flows between Matters.Cloud and BuchhaltungsButler.
Data Fields: Clients
Clients are published from Matters.Cloud to BuchhaltungsButler as debtor accounts when they are created and whenever updates are made.
| client.name | Contact & Organisation | name | |
| client.name | Contact & Organisation | contact_person_name | |
| client.client_code | Contact & Organisation | customer_number | |
| client.billing_email | Contact & Organisation | ||
| client.party.tax_number | Contact & Organisation | sales_tax_id | |
| client.party.primary_address.address_1 | Contact & Organisation | additional_addressline | |
| client.party.primary_address.address_2 | Contact & Organisation | street | |
| client.party.primary_address.locality | Contact & Organisation | city | |
| client.party.primary_address.postcode | Contact & Organisation | zip | |
| client.party.primary_address.country | Contact & Organisation | country |
Data Fields: Invoices
Invoices and credit notes are published from Matters.Cloud to BuchhaltungsButler when they are either marked as sent, sent via email, or exported from the integrations page.
invoice.invoice_type (note: For credit note, type is credit; for invoice, type is invoice) | invoice.type |
| invoice.invoice_date | invoice.date |
| invoice.due_date | invoice.date_of_supply |
| invoice.payment_days | invoice.due_days |
| invoice.locale | invoice.language |
| invoice.bill_to_client.name | invoice.company_name |
| invoice.bill_to_client.billing_email | |
| invoice.bill_to_client.client_code | customer_number |
| invoice.bill_to_client.primary_address.country | country |
| invoice.address.address_1 | additional_addressline |
| invoice.address.address_2 | street |
| invoice.address.locality | city |
| invoice.address.postcode | zip |
| invoice.invoice_items.description | invoice_item_name |
| invoice.invoice_items.amount | invoice_item_single_price |
| invoice.invoice_items.tax_rate.butler_tax_code | invoice_item_tax_type |
| invoice.invoice_items.tax_rate.rate | invoice_item_tax_amount |
| 1 | invoice_item_amount |
| "pcs" | invoice_item_unit |
| "net" | show_prices_type |
| "0" | e_invoice_id |
| true | show_bankdata |
| true | show_contactdata |
Data Fields: Invoice Payments
Invoice Payments are imported from BuchhaltungsButler to Matters.Cloud by using Synchronise payments within the invoice page.
amount (note: Payment amount; must be > 0 to import) | amount_paid |
| date | payment_date |
receipt_type (note: Receipt) | — |
| bank_account_id | — |
| currency_id | — |
| invoice_id | — |
status (note: Posted) | — |
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