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/ |
| 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 byupdateJobStatus, 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/workflowsendpoints - 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
|
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
|
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
Create job priority
Creates a workflow job priority.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Priority name
|
priorityName | True | string |
Job priority name. |
Returns
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ClientDetails_Result
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
- response
- array of ClientDebtor
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
- Body
- ClientGroup_Result
List client managers
List client partners
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
- Body
- Relationships_Result
List client tags
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
- Body
- Client_Result
List clients available for grouping
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
- Body
- ContactsInfo_result
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
- Body
- Contact_Result
List contacts available for clients
List countries
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
- Body
- Divisions_Result
List email types
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
- Body
- InvoiceDetail_Result
List job managers
List job partners
List job priorities
List job status categories
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
- response
- array of ClientProfileTask
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
- response
- array of ClientProfileTaskGroupData
List job templates
List job type statuses
List job types
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
- Body
- Jobs_Result
List non-billable time types
List phone types
List roles
List salutations
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
- Body
- Tasks_Result
List tax types
List 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
- Body
- TimeSheet_Result
List titles
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
- Body
- Users_Result
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
- response
- array of PostJobLogTimeResponse
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
|
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
|
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
- Body
- ResponseMessage
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
|
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
|
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
|
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
|
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
|
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 |
| Name | Path | Type | Description |
|---|---|---|---|
|
typeId
|
typeId | integer | |
|
typeName
|
typeName | string | |
|
type
|
type | string | |
|
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
|
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
|
|||
|
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 |