Klyant: Setting Up Your Integration

Introduction

Welcome to this introductory guide to integrating Matters.Cloud with Klyant. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation and streamlined processes. With this integration, you'll be able to synchronise financial information between Matters.Cloud and Klyant, helping to improve efficiency and reduce manual data entry.

Pre-Requisites

Matters.Cloud + Klyant requires the following:

1. A licence of either Standard or Advanced edition of Matters.Cloud.
   
2. An active Klyant account.
   

Notes:

- Advanced edition of Matters.Cloud is required to support multiple entities.

- Additional Klyant configuration may be required before connecting the integration.

Overview

The Matters.Cloud + Klyant integration allows users to:

1. Export clients from Matters.Cloud to create corresponding clients in Klyant.
   
2. Export matters from Matters.Cloud to create corresponding matters in Klyant.
   
3. Export Invoices from Matters.Cloud to create Invoices in Klyant.
   
4. Export Credit Notes from Matters.Cloud to create Credit Notes in Klyant.
   
5. Import Clients from Klyant to create Clients in Matters.Cloud.
   
6. Import Matters from Klyant to create Matters in Matters.Cloud.
   

The following diagram displays the key information flows between the applications:

Connecting Matters.Cloud with Klyant

Step 1: Access The Integrations Portal

The integrations portal allows you to configure integrations with common cloud-based platforms.

To access the portal, simply select Setup > Integrations and locate the following tile:

Step 2: Connect To Klyant

Click the Connect button on the Klyant tile and the following form will be displayed:

Enter your Email address and Password for Klyant and click the Login button.

Once successfully connected, the Klyant tile will display as connected.

Setting Up Your Initial Data

Please refer to the following knowledge base article:

Klyant: Setting Up Your Initial Data

Contacting Klyant Support

Further information on using Klyant is available from the Klyant Support Centre.

https://www.klyant.com/

Related Articles

Klyant: What Fields Do You Sync?

Klyant: Frequently Asked Questions

Klyant: Setting Up Your Initial Data

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