Klyant: What Fields Do You Sync?

Klyant: What Fields Do You Sync?

Introduction

In this article, we explore the data fields shared between Matters.Cloud and Klyant 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 Klyant.

Data Fields: Clients

Clients are published from Matters.Cloud to Klyant both when they are first created and whenever updates are made.

Matters.CloudKlyant
client.nameclient.name
client.codeclient.code
client.billing_email*client.email
First email address only
client.phoneclient.phone
client.mobile_phoneclient.mobile_phone
primary_address.address_1client.address_line_1
primary_address.address_2client.address_line_2
primary_address.address_3client.address_line_3
primary_address.localityclient.city
primary_address.regionclient.region
primary_address.countryclient.country
primary_address.postcodeclient.postcode
organization.tax_numberclient.tax_number
organization.urlclient.website

Data Fields: Matters

Matters are published from Matters.Cloud to Klyant when they are created and whenever updates are made.

Matters.CloudKlyant
matter.client_matter_codematter.reference
matter.namematter.description
matter.statusmatter.status
matter.open_datematter.created_date

Data Fields: Invoices

Invoices are published from Matters.Cloud to Klyant when they are either marked as sent, sent via email, or exported from the integrations page.

Matters.CloudKlyant
invoice.invoice_numberinvoice.number
invoice.invoice_dateinvoice.date
invoice.tax_amountinvoice.tax_amount
invoice.amountinvoice.total_amount
invoice.currency_idinvoice.currency
invoice.due_dateinvoice.due_date
invoice_item.descriptioninvoice_line.description
invoice_item.item_typeinvoice_line.type
invoice_item.tax_rateinvoice_line.tax_rate
invoice_item.quantityinvoice_line.quantity
invoice_item.amountinvoice_line.amount

Data Fields: Credit Notes

Credit Notes are published from Matters.Cloud to Klyant when they are either marked as sent, sent via email, or exported from the integrations page.

Matters.CloudKlyant
invoice.invoice_numbercredit_note.number
(where invoice_type = 'Credit note')
invoice.invoice_datecredit_note.date
invoice.tax_amountcredit_note.tax_amount
invoice.amountcredit_note.total_amount
invoice.currency_idcredit_note.currency
invoice.due_datecredit_note.due_date
invoice_item.descriptioncredit_note_line.description
invoice_item.item_typecredit_note_line.type
invoice_item.tax_ratecredit_note_line.tax_rate
invoice_item.quantitycredit_note_line.quantity
invoice_item.amountcredit_note_line.amount

Data Fields: Invoice Payments

Invoice Payments are imported from Matters.Cloud to Klyant once a day, on demand for a specific invoice, or by using the Import Payments function from the integrations page.

Matters.CloudKlyant
invoice_payment.datepayment.date
invoice_payment.amountpayment.amount
invoice_payment.invoice_idpayment.invoice.id
invoice_payment.currency_idpayment.currency
invoice_payment.receipt_typepayment.type

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