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.

	Contact / Organisation
client.name	Contact & Organisation	first_name
client.billing_email	Contact & Organisation	email
client.mobile_phone || business_phone	Contact & Organisation	mobile
client.client_code	Contact & Organisation	reference
client.last_name	Contact	last_name
client.primary_address.address_1	Contact & Organisation	address_1
client.primary_address.address_2	Contact & Organisation	address_2
client.primary_address.locality	Contact & Organisation	city
client.primary_address.region	Contact & Organisation	region
client.primary_address.country	Contact & Organisation	country
client.primary_address.postcode	Contact & Organisation	postcode
client.party.business_phone	Contact & Organisation	telephone

Data Fields: Matters

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

matter.matter_code	matter_code
matter.client.klyant_id	client_id
matter.name	description
matter.open_date	date
matter.matter_type *It looks up the matter_type_id based on description.	matter_type_id

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.

invoice.invoice_number	invoice_number
invoice.matter.klyant_id	matter_id
invoice.invoice_type (note: where invoice_type = 'Invoice')	is_credit_note = false
invoice.invoice_date	invoice_date
invoice.get_invoice_number	invoice_description
invoice.amount	invoice_total
invoice.tax_amount	invoice_vat
invoice.subtotal_amount	invoice_net
invoice.invoice_date	date
invoice_item.item_type	nominal_code
invoice_item.description	line_detail
invoice_item.amount	line_net
item.tax_rate	line_vat_rate

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.

invoice.invoice_number	invoice_number
invoice.matter.klyant_id	matter_id
invoice.invoice_type (note: where invoice_type = 'Credit note')	is_credit_note = true
invoice.invoice_date	invoice_date
invoice.get_invoice_number	invoice_description
invoice.amount	invoice_total
invoice.tax_amount	invoice_vat
invoice.subtotal_amount	invoice_net
invoice.invoice_date	date
invoice_item.item_type	nominal_code
invoice_item.description	line_detail
invoice_item.amount	line_net
item.tax_rate	line_vat_rate

Data Fields: Disbursements (Outlays)

Disbursements are published from Matters.Cloud to Klyant when they are posted or exported from the Integrations page.

disbursement.reference	outlay_reference
disbursement.date	outlay_date
disbursement.narrative	outlay_description
disbursement.amount	outlay_total
"OUTLAY"	nominal_code
get_supplier_id(entity_id)	supplier_id
bank_account.klyant_bank_account_id	outlay_office_bank_id
disbursement.matter.klyant_id	line_items[].matter_id
disbursement.narrative	line_items[].line_detail
disbursement.amount	line_items[].line_net
disbursement.tax_rate	line_items[].line_vat_rate

Related Articles

Klyant: Setting Up Your Integration

Klyant: Frequently Asked Questions

Klyant: Setting Up Your Initial Data

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