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 connector provides access to Kloud Connect Practice Management APIs, so clients, contacts, jobs, tasks, timesheets and invoices can be read and managed from Power Automate, Power Apps and Copilot Studio.

Features

  • Clients: list, get, create and update clients; client groups; tags; relationships; debtor clients; salutations, titles, industries and communication contacts
  • Contacts: list, create and update contacts
  • Divisions: list divisions
  • Invoices: list invoices and tax types
  • Jobs: list, get, create and update jobs; update job status and priority; job task groups and tasks
  • Tasks: list tasks; create and update job tasks; task types
  • Job templates: list, create and update templates, template task groups and template tasks
  • Timesheets: log time (up to 20 entries per request), list timesheet entries and non-billable time types
  • Users: list users, teams and roles; partners and managers for clients and jobs
  • Settings and lookups: custom fields, job types and statuses, job priorities, job status categories, email types, phone types and countries

What's new in this update

  • Added operations for creating contacts, job and template task groups, job tasks, task types, job templates, job types, job priorities and non-billable time types
  • Added operations for listing timesheet entries, tasks, roles, tax types, salutations, titles, industries, countries, email types and phone types
  • Added client communication contacts, clients available for grouping and contacts available for clients
  • Write operations now describe their response (ID, status, message and date)

Breaking changes

  • Update job status and priority (updateJobStatuses) is replaced by updateJobStatus, which now takes the job ID as an input
  • Log time (createTimesheet) now accepts a list of up to 20 time entries instead of a single entry
  • List job types, job templates, job priorities and job type statuses now return lists, and use the /v1/settings/workflows endpoints
  • List teams and get debtor client mapping now return lists

Limitations

  • Document management operations (folders, files and sites) are not part of this connector

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 contact

Creates a contact.

Create job

Creates a workflow job.

Create job priority

Creates a workflow job priority.

Create job task

Creates a task in a job task group.

Create job task group

Creates a task group on a workflow job.

Create job template

Creates a workflow job template.

Create job type

Creates a job type with its statuses.

Create non-billable time type

Creates a non-billable timesheet type.

Create task type

Creates a task type.

Create template task

Creates a task in a job template task group.

Create template task group

Creates a task group in a job template.

Get client by ID

Returns the details of a client.

Get custom fields by context

Returns the custom fields defined for a context: client, contact, job or all.

Get debtor client mapping

Returns the debtor clients mapped to a client.

Get job by ID

Returns the details of a workflow job.

List client groups

Returns a paged list of client groups and their member clients.

List client managers

Returns the users that can be selected as manager on a client.

List client partners

Returns the users that can be selected as partner on a client.

List client relationships

Returns a paged list of relationships for a client.

List client tags

Returns the available client tags.

List clients

Returns a paged list of clients.

List clients available for grouping

Returns the clients that can be added to a client group.

List communication contacts

Returns a paged list of client communication contact details.

List contacts

Returns a paged list of contacts.

List contacts available for clients

Returns the contacts that can be linked to a client.

List countries

Returns the available countries.

List divisions

Returns a paged list of divisions.

List email types

Returns the available email types.

List industries

Returns the industry names that can be assigned to a client.

List invoices

Returns a paged list of invoices.

List job managers

Returns the users that can be selected as manager on a job.

List job partners

Returns the users that can be selected as partner on a job.

List job priorities

Returns the available workflow job priorities.

List job status categories

Returns the available job status categories.

List job task group tasks

Returns the tasks in a task group of a workflow job.

List job task groups

Returns the task groups of a workflow job.

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 phone types

Returns the available phone types.

List roles

Returns the available user roles.

List salutations

Returns the salutations available for clients and contacts.

List tasks

Returns a paged list of job tasks.

List tax types

Returns the tax types available for invoices.

List teams

Returns the available teams.

List template task group tasks

Returns a task group and its tasks for a job template.

List template task groups

Returns the task groups and tasks of a job template.

List timesheet entries

Returns a paged list of timesheet time entries.

List titles

Returns the titles available for clients and contacts.

List users

Returns a paged list of users.

Log time

Creates one or more timesheet time entries (up to 20 per request).

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 priority

Renames a workflow job priority.

Update job status and priority

Updates the status and priority of a workflow job.

Update job task

Updates a task in a job task group.

Update job task group

Renames a task group on a workflow job.

Update job template

Updates a workflow job template by ID.

Update job type

Updates a job type by ID.

Update job type statuses

Updates the statuses of a job type.

Update non-billable time type

Updates a non-billable timesheet type by ID.

Update task type

Updates a task type by ID.

Update template task

Updates a task in a job template task group.

Update template task group

Renames a task group in a job template.

Create client

Creates a client.

Parameters

Name Key Required Type Description
entityType
entityType True string
clientCode
clientCode True string
salutation
salutation string
title
title 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
placeOfBirth
placeOfBirth string
dateOfDeath
dateOfDeath date
deRegistrationDate
deRegistrationDate date
startDate
startDate date
endDate
endDate date
gender
gender string
typeId
typeId integer
typeName
typeName string
type
type string
email
email string
preferred
preferred boolean
favourite
favourite boolean
typeId
typeId integer
typeName
typeName string
type
type string
countryId
countryId integer
isdCode
isdCode integer
number
number string
preferred
preferred boolean
favourite
favourite boolean
linkedInProfileId
linkedInProfileId string
website
website string
annualReviewDate
annualReviewDate date
formationDate
formationDate date
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 string
abn
abn string
acn
acn string
din
din string
taxAgent
taxAgent string
gst
gst boolean
resident
resident boolean
bankName
bankName string
bankAccountName
bankAccountName string
bankBSB
bankBSB string
bankAccountNumber
bankAccountNumber string
id
id integer
value
value string
mailingName
mailingName string
tagIds
tagIds array of integer
clientBrefcode
clientBrefcode string
enumEntityTypes
enumEntityTypes string
enumTrustTypes
enumTrustTypes string
enumGender
enumGender string
enumContactTypes
enumContactTypes string
enumAddressTypes
enumAddressTypes string

Returns

Create client group

Creates a client group.

Parameters

Name Key Required Type Description
groupName
groupName string
tags
tags array of integer
clientId
clientId integer
isDebitorClient
isDebitorClient boolean
relationIds
relationIds array of integer
contactId
contactId integer
context
context string

Returns

Create contact

Creates a contact.

Parameters

Name Key Required Type Description
salutation
salutation string
title
title string
firstName
firstName True string
middleName
middleName string
lastName
lastName True string
gender
gender string
typeId
typeId integer
typeName
typeName string
type
type string
email
email string
preferred
preferred boolean
favourite
favourite boolean
typeId
typeId integer
typeName
typeName string
type
type string
countryId
countryId integer
isdCode
isdCode integer
number
number string
preferred
preferred boolean
favourite
favourite boolean
placeOfBirth
placeOfBirth string
linkedInProfileID
linkedInProfileID string
dateOfBirth
dateOfBirth date
dateOfDeath
dateOfDeath date
preferredName
preferredName string
din
din string
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

Returns

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

Returns

Create job priority

Creates a workflow job priority.

Parameters

Name Key Required Type Description
Priority name
priorityName True string

Job priority name.

Returns

Create job task

Creates a task in a job task group.

Parameters

Name Key Required Type Description
jobId
jobId integer
taskName
taskName string
status
status string
taskTypeId
taskTypeId integer
taskgroupId
taskgroupId integer
taskLevelRoleId
taskLevelRoleId integer
userId
userId string
unit
unit integer
taskCategory
taskCategory string
startDate
startDate date-time
dueDate
dueDate date-time

Returns

Create job task group

Creates a task group on a workflow job.

Parameters

Name Key Required Type Description
Job ID
jobId True integer

Workflow job identifier.

Task group name
taskgroupname True string

Task group name.

Returns

Create job template

Creates a workflow job template.

Parameters

Name Key Required Type Description
templateName
templateName string
description
description string
estimateType
estimateType string
jobTypeId
jobTypeId integer
turnaround
turnaround integer

Returns

Create job type

Creates a job type with its statuses.

Parameters

Name Key Required Type Description
jobTypeName
jobTypeName string
description
description string
divisionId
divisionId integer
defaultTemplate
defaultTemplate integer
debtorJobCategory
debtorJobCategory string
relatedJobCategory
relatedJobCategory string
statusId
statusId integer
statusCatId
statusCatId integer
description
description string
statusName
statusName string
enumJobCategoryTypes
enumJobCategoryTypes string

Returns

Create non-billable time type

Creates a non-billable timesheet type.

Parameters

Name Key Required Type Description
name
name string
description
description string
type
type string

Returns

Create task type

Creates a task type.

Parameters

Name Key Required Type Description
taskType
taskType string
description
description string
taskCategory
taskCategory string
enumTaskCategory
enumTaskCategory string

Returns

Create template task

Creates a task in a job template task group.

Parameters

Name Key Required Type Description
templateId
templateId integer
taskgroupId
taskgroupId integer
taskTypeId
taskTypeId integer
taskName
taskName string
roleId
roleId integer
unit
unit integer
taskCategory
taskCategory string
startAfterDays
startAfterDays integer
dueAfterDays
dueAfterDays integer

Returns

Create template task group

Creates a task group in a job template.

Parameters

Name Key Required Type Description
Template ID
templateId True integer

Job template identifier.

Task group name
taskgroupname True string

Task group name.

Returns

Get client by ID

Returns the details of a client.

Parameters

Name Key Required Type Description
Client ID
clientId True integer

Client identifier.

Custom fields
isCustomField boolean

Include custom fields in the results.

Returns

Get custom fields by context

Returns the custom fields defined for a context: client, contact, job or all.

Parameters

Name Key Required Type Description
Context
context True string

Custom field context: client, contact, job or all.

Get debtor client mapping

Returns the debtor clients mapped to a client.

Parameters

Name Key Required Type Description
Client ID
clientId True integer

Client identifier.

Returns

Get job by ID

Returns the details of a workflow job.

Parameters

Name Key Required Type Description
Job ID
jobId True integer

Workflow job identifier.

Returns

response
array of JobData

List client groups

Returns a paged list of client groups and their member clients.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Group code
groupCode string

Filter by client group code.

Client code
clientCode string

Filter by client code.

Returns

List client managers

Returns the users that can be selected as manager on a client.

Returns

List client partners

Returns the users that can be selected as partner on a client.

Returns

List client relationships

Returns a paged list of relationships for a client.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Client ID
clientId True integer

Client identifier.

Returns

List client tags

Returns the available client tags.

Returns

List clients

Returns a paged list of clients.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Partner ID
partnerId string

Filter by partner (user) ID.

Debit client
isDebitClient boolean

Filter by the debit-client flag.

Modified since
modifiedSince string

Return records modified on or after this timestamp (ISO 8601).

Group code
groupCode string

Filter by client group code.

Client ID
clientId integer

Filter by client ID.

Custom fields
isCustomField boolean

Include custom fields in the results.

Returns

List clients available for grouping

Returns the clients that can be added to a client group.

Returns

List communication contacts

Returns a paged list of client communication contact details.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Modified since
modifiedSince string

Return records modified on or after this timestamp (ISO 8601).

Returns

List contacts

Returns a paged list of contacts.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Modified since
modifiedSince string

Return records modified on or after this timestamp (ISO 8601).

Contact ID
contactId integer

Filter by contact ID.

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 results.

Returns

List contacts available for clients

Returns the contacts that can be linked to a client.

Returns

List countries

Returns the available countries.

Returns

response
array of Country

List divisions

Returns a paged list of divisions.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Modified since
modifiedSince string

Return records modified on or after this timestamp (ISO 8601).

Returns

List email types

Returns the available email types.

Returns

List industries

Returns the industry names that can be assigned to a client.

Returns

Name Path Type Description
array of string

List invoices

Returns a paged list of invoices.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Draft invoice
isDraftInvoice boolean

Filter by the draft-invoice flag.

Include invoice details
includeInvoiceDetails boolean

Include invoice detail records in the results.

Status
status string

Filter invoices by status.

Modified since
modifiedSince string

Return records modified on or after this timestamp (ISO 8601).

Debit client
isDebitClient boolean

Filter by the debit-client flag.

Client name
clientname string

Filter by client name.

Client code
clientcode string

Filter by client code.

Job name
jobname string

Filter by job name.

Job code
jobcode string

Filter by job code.

Billing entity ID
billingEntityId string

Filter by billing entity ID.

Returns

List job managers

Returns the users that can be selected as manager on a job.

Returns

List job partners

Returns the users that can be selected as partner on a job.

Returns

List job priorities

Returns the available workflow job priorities.

Returns

List job status categories

Returns the available job status categories.

Returns

List job task group tasks

Returns the tasks in a task group of a workflow job.

Parameters

Name Key Required Type Description
Job ID
jobId True integer

Workflow job identifier.

Task group ID
taskgroupId True integer

Task group identifier.

Returns

List job task groups

Returns the task groups of a workflow job.

Parameters

Name Key Required Type Description
Job ID
jobId True integer

Workflow job identifier.

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

response
array of JobType

List jobs

Returns a paged list of workflow jobs.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Partner ID
partnerId string

Filter by partner (user) ID.

Client name
clientName string

Filter by client name.

Client code
clientcode string

Filter by client code.

Modified since
modifiedSince string

Return records modified on or after this timestamp (ISO 8601).

Debit client
isDebitClient boolean

Filter by the debit-client flag.

Custom fields
isCustomField boolean

Include custom fields in the results.

Returns

List non-billable time types

Returns the available non-billable timesheet types.

Returns

response
array of Leave

List phone types

Returns the available phone types.

Returns

List roles

Returns the available user roles.

Returns

List salutations

Returns the salutations available for clients and contacts.

Returns

List tasks

Returns a paged list of job tasks.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Status
status string

Filter tasks by status.

Assignee ID
assigneeId string

Filter tasks by the ID of the assigned user.

Days until due
daysUntilDue integer

Filter tasks by the number of days until they are due.

Job ID
jobId integer

Filter by job ID.

Returns

List tax types

Returns the tax types available for invoices.

Returns

List teams

Returns the available teams.

Returns

response
array of Teams

List template task group tasks

Returns a task group and its tasks for a job template.

Parameters

Name Key Required Type Description
Template ID
templateId True integer

Job template identifier.

Task group ID
taskgroupId True integer

Task group identifier.

Returns

List template task groups

Returns the task groups and tasks of a job template.

Parameters

Name Key Required Type Description
Template ID
templateId True integer

Job template identifier.

Returns

List timesheet entries

Returns a paged list of timesheet time entries.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Status
status string

Filter timesheet entries by status.

Job ID
jobId integer

Filter by job ID.

Task ID
taskId integer

Filter by task ID.

Client ID
clientId integer

Filter by client ID.

From date
fromDate string

Return entries on or after this date (yyyy-MM-dd). If no to date is given, today is used.

To date
toDate string

Return entries on or before this date (yyyy-MM-dd).

Billable
isbillable boolean

Filter by billable (true) or non-billable (false) entries.

Returns

List titles

Returns the titles available for clients and contacts.

Returns

response
array of Title

List users

Returns a paged list of users.

Parameters

Name Key Required Type Description
Page
page integer

Results page number, starting at 1.

Page size
pageSize integer

Number of items to return per page (maximum 1000).

Modified since
modifiedSince string

Return records modified on or after this timestamp (ISO 8601).

Role name
rolename string

Filter users by role name.

Returns

Log time

Creates one or more timesheet time entries (up to 20 per request).

Parameters

Name Key Required Type Description
isbillable
isbillable boolean
jobId
jobId integer
taskId
taskId integer
nonbillableId
nonbillableId integer
date
date date
starttime
starttime time
units
units double
timeSheetTime
timeSheetTime time
rate
rate double
description
description string

Returns

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
title
title 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
placeOfBirth
placeOfBirth string
dateOfDeath
dateOfDeath date
deRegistrationDate
deRegistrationDate date
startDate
startDate date
endDate
endDate date
gender
gender string
typeId
typeId integer
typeName
typeName string
type
type string
email
email string
preferred
preferred boolean
favourite
favourite boolean
typeId
typeId integer
typeName
typeName string
type
type string
countryId
countryId integer
isdCode
isdCode integer
number
number string
preferred
preferred boolean
favourite
favourite boolean
linkedInProfileId
linkedInProfileId string
website
website string
annualReviewDate
annualReviewDate date
formationDate
formationDate date
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 string
abn
abn string
acn
acn string
din
din string
taxAgent
taxAgent string
gst
gst boolean
resident
resident boolean
bankName
bankName string
bankAccountName
bankAccountName string
bankBSB
bankBSB string
bankAccountNumber
bankAccountNumber string
id
id integer
value
value string
mailingName
mailingName string
tagIds
tagIds array of integer
clientBrefcode
clientBrefcode string
enumEntityTypes
enumEntityTypes string
enumTrustTypes
enumTrustTypes string
enumGender
enumGender string
enumContactTypes
enumContactTypes string
enumAddressTypes
enumAddressTypes string

Returns

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
tags
tags array of integer
clientId
clientId integer
isDebitorClient
isDebitorClient boolean
relationIds
relationIds array of integer
contactId
contactId integer
context
context string

Returns

Update contact

Updates a contact by ID.

Parameters

Name Key Required Type Description
Contact ID
contactId True integer

Contact identifier.

salutation
salutation string
title
title string
firstName
firstName True string
middleName
middleName string
lastName
lastName True string
gender
gender string
typeId
typeId integer
typeName
typeName string
type
type string
email
email string
preferred
preferred boolean
favourite
favourite boolean
typeId
typeId integer
typeName
typeName string
type
type string
countryId
countryId integer
isdCode
isdCode integer
number
number string
preferred
preferred boolean
favourite
favourite boolean
placeOfBirth
placeOfBirth string
linkedInProfileID
linkedInProfileID string
dateOfBirth
dateOfBirth date
dateOfDeath
dateOfDeath date
preferredName
preferredName string
din
din string
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

Returns

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

Returns

Update job priority

Renames a workflow job priority.

Parameters

Name Key Required Type Description
Priority ID
priorityId True integer

Job priority identifier.

Priority name
priorityName True string

Job priority name.

Returns

Update job status and priority

Updates the status and priority of a workflow job.

Parameters

Name Key Required Type Description
Job ID
jobId True integer

Workflow job identifier.

priority
priority string
status
status string
statusOwner
statusOwner string

Returns

Update job task

Updates a task in a job task group.

Parameters

Name Key Required Type Description
Task ID
taskId True integer

Task identifier.

jobId
jobId integer
taskName
taskName string
status
status string
taskTypeId
taskTypeId integer
taskgroupId
taskgroupId integer
taskLevelRoleId
taskLevelRoleId integer
userId
userId string
unit
unit integer
taskCategory
taskCategory string
startDate
startDate date-time
dueDate
dueDate date-time

Returns

Update job task group

Renames a task group on a workflow job.

Parameters

Name Key Required Type Description
Job ID
jobId True integer

Workflow job identifier.

Task group ID
taskgroupId True integer

Task group identifier.

Task group name
taskgroupname True string

Task group name.

Returns

Update job template

Updates a workflow job template by ID.

Parameters

Name Key Required Type Description
Template ID
templateId True integer

Job template identifier.

templateName
templateName string
description
description string
jobTypeId
jobTypeId integer
turnaround
turnaround integer

Returns

Update job type

Updates a job type by ID.

Parameters

Name Key Required Type Description
Job type ID
id True integer

Job type identifier.

jobTypeName
jobTypeName string
description
description string
divisionId
divisionId integer
defaultTemplate
defaultTemplate integer
debtorJobCategory
debtorJobCategory string
relatedJobCategory
relatedJobCategory string
statusId
statusId integer
statusCatId
statusCatId integer
description
description string
statusName
statusName string
enumJobCategoryTypes
enumJobCategoryTypes string

Returns

Update job type statuses

Updates the statuses of a job type.

Parameters

Name Key Required Type Description
Job type ID
jobtypeId True integer

Job type identifier.

statusId
statusId integer
statusCatId
statusCatId integer
description
description string
statusName
statusName string

Returns

Update non-billable time type

Updates a non-billable timesheet type by ID.

Parameters

Name Key Required Type Description
Non-billable type ID
id True integer

Non-billable time type identifier.

name
name string
description
description string

Returns

Update task type

Updates a task type by ID.

Parameters

Name Key Required Type Description
Task type ID
tasktypeId True integer

Task type identifier.

taskType
taskType string
description
description string
taskCategory
taskCategory string
enumTaskCategory
enumTaskCategory string

Returns

Update template task

Updates a task in a job template task group.

Parameters

Name Key Required Type Description
Task ID
taskId True integer

Task identifier.

templateId
templateId integer
taskgroupId
taskgroupId integer
taskTypeId
taskTypeId integer
taskName
taskName string
roleId
roleId integer
unit
unit integer
taskCategory
taskCategory string
startAfterDays
startAfterDays integer
dueAfterDays
dueAfterDays integer

Returns

Update template task group

Renames a task group in a job template.

Parameters

Name Key Required Type Description
Template ID
templateId True integer

Job template identifier.

Task group ID
taskgroupId True integer

Task group identifier.

Task group name
taskgroupname True string

Task group name.

Returns

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
title
title string
name
name string
firstName
firstName string
middleName
middleName string
lastName
lastName string
gender
gender string
preferredName
preferredName string
mailingName
mailingName string
tradingAs
tradingAs string
dateOfBirth
dateOfBirth string
email
email array of Email
phone
phone array of Phone
division
division Division
entityType
entityType string
industry
industry 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
din
din string
gstRegistered
gstRegistered boolean
taxClient
taxClient boolean
isProspect
isProspect 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
placeOfBirth
placeOfBirth string
trustType
trustType string
dateOfDeath
dateOfDeath string
formationDate
formationDate string
annualReviewDate
annualReviewDate string
deRegistrationDate
deRegistrationDate string
startDate
startDate string
endDate
endDate string
id
id integer
tags
tags array of tag
customFields
customFields array of CustomField

ClientContacts

Name Path Type Description
clientid
clientid integer
contactid
contactid integer
contactName
contactName string
context
context string

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
title
title string
name
name string
firstName
firstName string
middleName
middleName string
lastName
lastName string
gender
gender string
preferredName
preferredName string
mailingName
mailingName string
tradingAs
tradingAs string
dateOfBirth
dateOfBirth string
email
email array of Email
phone
phone array of Phone
division
division Division
entityType
entityType string
industry
industry 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
isProspect
isProspect 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
placeOfBirth
placeOfBirth string
trustType
trustType string
dateOfDeath
dateOfDeath string
formationDate
formationDate string
annualReviewDate
annualReviewDate string
deRegistrationDate
deRegistrationDate string
startDate
startDate string
endDate
endDate string
id
id integer
tags
tags array of tag
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

ClientGroup_Result

Name Path Type Description
clientGroups
clientGroups array of GroupClients
pagination
pagination Pagination

ClientProfileTask

Name Path Type Description
taskId
taskId integer
taskGroupId
taskGroupId integer
taskTitle
taskTitle string
description
description string
startDate
startDate date-time
dueDate
dueDate date-time
status
status string
assignee
assignee string
priority
priority string
contextId
contextId integer
contextType
contextType string
reminders
reminders string
createdBy
createdBy string
created
created string
lastmodified
lastmodified string
jobTypeId
jobTypeId integer
taskType
taskType integer
unit
unit integer
totalUnit
totalUnit integer
roleId
roleId integer
roleName
roleName string
sequence
sequence integer
assigneeUserDetails
assigneeUserDetails array of TaskAssigneeUserDetails
isChecked
isChecked boolean
documentsCount
documentsCount integer
clientId
clientId integer
taskCategory
taskCategory TaskCategory
taskDependencyCount
taskDependencyCount integer

ClientProfileTaskGroupData

Name Path Type Description
taskGroupId
taskGroupId integer
jobId
jobId integer
taskGroupName
taskGroupName string
sequence
sequence integer
createdBy
createdBy string
created
created string
lastmodified
lastmodified string
taskCount
taskCount integer
isTaskAllCheck
isTaskAllCheck boolean
isSubTaskAllCheck
isSubTaskAllCheck boolean
tasks
tasks array of ClientProfileTask
statusCount
statusCount StatusCount
assignees
assignees string

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

CompositeTemplateTaskGroupViewModel

Name Path Type Description
taskGroup
taskGroup TaskTemplateGroupList
tasks
tasks array of TaskTemplateViewDetailModel

Contact

Name Path Type Description
id
id integer
firstName
firstName string
lastName
lastName string
preferredName
preferredName string
contactType
contactType string
contextType
contextType integer
email
email array of Email
phone
phone array of Phone

ContactEntity

Name Path Type Description
salutation
salutation string
title
title string
firstName
firstName string
middleName
middleName string
lastName
lastName string
gender
gender string
email
email array of Email
phone
phone array of Phone
placeOfBirth
placeOfBirth string
linkedInProfileID
linkedInProfileID string
preferredName
preferredName string
din
din string
contactId
contactId integer
dateOfBirth
dateOfBirth string
dateOfDeath
dateOfDeath 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

ContactsInfo

Name Path Type Description
contactId
contactId integer
contextType
contextType integer
systemId
systemId string
code
code string
title
title string
name
name string
salutation
salutation string
preferredName
preferredName string
email
email string
phone
phone string
weburl
weburl string
lastModified
lastModified string

ContactsInfo_result

Name Path Type Description
communicationcontacts
communicationcontacts array of ContactsInfo
pagination
pagination Pagination

Country

Name Path Type Description
countryId
countryId integer
code
code string
name
name string
isdCode
isdCode integer

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
typeId
typeId integer
typeName
typeName string
type
type string
email
email string
preferred
preferred boolean
favourite
favourite boolean

EmailType

Name Path Type Description
emailTypeId
emailTypeId integer
emailTypeName
emailTypeName string
createdBy
createdBy string
created
created string
lastModified
lastModified string

EntityInfo

Name Path Type Description
id
id integer
name
name string

Group

Name Path Type Description
id
id integer
code
code string
name
name string

GroupClient

Name Path Type Description
clientId
clientId integer
entityType
entityType string
clientCode
clientCode string
clientname
clientname string
isDebtorClient
isDebtorClient boolean
debtorClientId
debtorClientId integer

GroupClients

Name Path Type Description
groupId
groupId integer
groupCode
groupCode string
groupName
groupName string
contact
contact groupContact
tags
tags array of tag
clients
clients array of GroupClient
createdBy
createdBy string
created
created string
lastmodified
lastmodified 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
taxName
taxName string
taxRate
taxRate double
gst
gst double
payment
payment double
creditNote
creditNote double
creditAdjustment
creditAdjustment double
feeReversal
feeReversal double
badDebt
badDebt double
balance
balance double
status
status string
debtorClientId
debtorClientId integer
debtorClientCode
debtorClientCode string
debtorClientName
debtorClientName string
mailingName
mailingName string
clientMailingName
clientMailingName string
debtorBrefcode
debtorBrefcode string
billercode
billercode string
invoiceLines
invoiceLines array of InvoiceLines
invoiceJobs
invoiceJobs array of JobInvoice
created
created string
lastModified
lastModified string
templateName
templateName string

InvoiceLines

Name Path Type Description
id
id integer
lineNumber
lineNumber integer
lineDescription
lineDescription string
lineTotal
lineTotal double

JobData

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
frequency
frequency string
period
period 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
archivedAt
archivedAt string
templateId
templateId integer
jobTypeId
jobTypeId integer
description
description string
startDate
startDate string
jobCategory
jobCategory string
estimateType
estimateType string
billingMethod
billingMethod string
statusId
statusId integer
quoteAmount
quoteAmount 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

JobPriority

Name Path Type Description
jobPriorityId
jobPriorityId integer
jobPriorityName
jobPriorityName string
createdBy
createdBy string
lastModified
lastModified string

JobTemplate

Name Path Type Description
templateId
templateId integer
templateName
templateName string
description
description string
estimateType
estimateType string
turnaround
turnaround integer
jobTypeId
jobTypeId integer
createdBy
createdBy string
created
created string
lastModified
lastModified string

JobType

Name Path Type Description
jobTypeId
jobTypeId integer
jobTypeName
jobTypeName string
description
description string
divisionId
divisionId integer
createdBy
createdBy string
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
frequency
frequency string
period
period 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
archivedAt
archivedAt string

Jobs_Result

Name Path Type Description
jobs
jobs array of Jobdetail
pagination
pagination Pagination

Leave

Name Path Type Description
id
id integer
name
name string
description
description string
type
type string
isActive
isActive boolean
createdBy
createdBy string
created
created string
lastModified
lastModified string

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
typeId
typeId integer
typeName
typeName string
type
type string
countryId
countryId integer
isdCode
isdCode integer
number
number string
preferred
preferred boolean
favourite
favourite boolean

PhoneType

Name Path Type Description
phoneTypeId
phoneTypeId integer
phoneTypeName
phoneTypeName string
createdBy
createdBy string
created
created string
lastModified
lastModified string

PostJobLogTimeResponse

Name Path Type Description
isbillable
isbillable boolean
jobId
jobId integer
taskId
taskId integer
nonbillableId
nonbillableId integer
date
date date
starttime
starttime time
units
units double
timeSheetTime
timeSheetTime time
rate
rate double
description
description string
rowNumber
rowNumber integer
logTimeId
logTimeId integer
isSuccess
isSuccess boolean
message
message string

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

ResponseMessage

Name Path Type Description
id
id string
status
status string
message
message string
currentDate
currentDate date-time

RoleUnit

Name Path Type Description
roleId
roleId integer
unit
unit integer

Roledetails

Name Path Type Description
roleId
roleId integer
accountingFirmId
accountingFirmId integer
roleName
roleName string
defaultRoleName
defaultRoleName string
description
description string
isSystem
isSystem boolean

Salutation

Name Path Type Description
id
id integer
salutation
salutation string

Staff

Name Path Type Description
id
id string
name
name string
email
email string

StatusCatagory

Name Path Type Description
id
id integer
name
name string

StatusCount

Name Path Type Description
notStartedCount
notStartedCount integer
inProgressCount
inProgressCount integer
onHoldCount
onHoldCount integer
reviewCount
reviewCount integer
completedCount
completedCount integer
totalCount
totalCount integer

TagModel

Name Path Type Description
id
id integer
name
name string
isDisabled
isDisabled boolean
createdBy
createdBy string
created
created string
lastModified
lastModified string

TaskAssigneeUserDetails

Name Path Type Description
userId
userId string
taskId
taskId integer
shortName
shortName string
fullName
fullName string
cost
cost double
rate
rate double
time
time double
unit
unit integer
totalUnit
totalUnit integer
isFirstUserForRole
isFirstUserForRole boolean
roleId
roleId integer
roleName
roleName string

TaskCategory

TaskDetail

Name Path Type Description
id
id integer
name
name string

TaskModel

Name Path Type Description
taskId
taskId integer
taskName
taskName string
jobId
jobId integer
jobName
jobName string
jobManager
jobManager Staff
jobPartner
jobPartner Staff
jobClient
jobClient clientInfo
jobDebtor
jobDebtor clientInfo
jobDivision
jobDivision EntityInfo
assignees
assignees array of Staff
taskType
taskType string
startDate
startDate date-time
dueDate
dueDate date-time
daysUntilDue
daysUntilDue string
taskCategory
taskCategory string
status
status string
createdBy
createdBy string
created
created string
lastModified
lastModified string

TaskTemplateGroupList

Name Path Type Description
templateId
templateId integer
taskgroupId
taskgroupId integer
taskGroupName
taskGroupName string
createdBY
createdBY string
created
created string
lastmodified
lastmodified string

TaskTemplateViewDetailModel

Name Path Type Description
taskId
taskId integer
taskgroupId
taskgroupId integer
taskType
taskType string
taskTypeId
taskTypeId integer
sequence
sequence integer
taskName
taskName string
keyFlag
keyFlag string
createdBy
createdBy string
created
created string
lastmodified
lastmodified string
roleId
roleId integer
templateId
templateId integer
unit
unit integer
rolesUnits
rolesUnits array of RoleUnit
taskMembers
taskMembers array of string
taskCategory
taskCategory TaskCategory
taskDependencyCount
taskDependencyCount integer
startAfterDays
startAfterDays integer
dueAfterDays
dueAfterDays integer

Tasks_Result

Name Path Type Description
tasks
tasks array of TaskModel
pagination
pagination Pagination

TaxTypes

Name Path Type Description
taxId
taxId integer
taxName
taxName string
taxRate
taxRate double
effectiveFrom
effectiveFrom string
effectiveTo
effectiveTo string
isDefault
isDefault boolean
created
created string
lastModified
lastModified string

Teams

Name Path Type Description
groupId
groupId integer
teamId
teamId integer
name
name string
groupMembers
groupMembers array of GroupMember

TimeSheetLogs

Name Path Type Description
isbillable
isbillable boolean
jobId
jobId integer
taskId
taskId integer
nonbillableId
nonbillableId integer
date
date date
starttime
starttime time
units
units double
timeSheetTime
timeSheetTime time
rate
rate double
description
description string
clientId
clientId integer
logTimeId
logTimeId integer
userId
userId string
createdBy
createdBy string
created
created string
status
status string

TimeSheet_Result

Name Path Type Description
timeSheets
timeSheets array of TimeSheetLogs
pagination
pagination Pagination

Title

Name Path Type Description
id
id integer
title
title string

UserDetail

Name Path Type Description
id
id string
name
name string

UserModel

Name Path Type Description
id
id string
name
name string
roleName
roleName string
firstName
firstName string
lastName
lastName string

UsersWithDetails

Name Path Type Description
id
id string
name
name string
roleName
roleName string
firstName
firstName string
lastName
lastName string
email
email Email
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

clientInfo

Name Path Type Description
id
id integer
name
name string
code
code string

groupContact

Name Path Type Description
id
id integer
name
name string
contextType
contextType integer

tag

Name Path Type Description
tagId
tagId integer
tagName
tagName string