Documentation

# AFAS plugin

Integrates AFAS Profit (opens new window) with the Epona provisioning service. The plugin periodically syncs clients, matters, and documents from AFAS to SharePoint, and optionally fetches documents immediately after a matter is created.

DLL: Epona.AFAS.dll

# What it does

  • Matter sync — reads projects and organisations from AFAS via the REST API and creates or updates clients and matters in SharePoint on a configurable schedule.
  • Document sync — downloads attachments from AFAS dossiers and uploads them to the correct SharePoint document library folder, mapped via metadata.
  • Post handler — when a matter is created in SharePoint, immediately fetches related AFAS dossier documents without waiting for the next scheduled run.
  • Team members sync — optionally reads team members from an AFAS connector and maps them to SharePoint group members.

# Deployment

  1. Copy Epona.AFAS.dll to the service's bin directory.
  2. Restart the provisioning service.
  3. Open the Configurator, select the relevant SharepointCfg, and configure the AFAS section that now appears in the property grid.

# Configuration structure

The plugin configuration is nested:

Configuration (one per SharepointCfg)
└── ConfigurationInstance (list) — one per AFAS environment or use case
    └── AFASJob (list) — one per sync task (matter job or document job)

# Configuration reference

# Configuration

Top-level settings attached to a SharepointCfg.

# Name

Type: string | Default: AFAS

Display name for this plugin configuration.

# ConfigurationInstances

Type: ConfigurationInstance (list)

One or more AFAS connection configurations.

# ConfigurationInstance

Defines a connection to one AFAS environment.

# Name

Type: string | Default: AFAS

Unique name for this instance. Used in log messages and secret key naming.

# Disabled

Type: boolean | Default: false

Set to true to disable this instance without removing it.

# Url

Type: string

Base URL of the AFAS REST endpoint. Example: https://12345.rest.afas.online/profitrestservices/

# AfasToken

Type: string

AFAS API token. Stored encrypted. Managed via the Secrets manager in the Configurator.

# TestMapping

Type: boolean | Default: false

When enabled, moves parsed JSON to the test directory and skips updating the last-changed timestamp. Use to validate field mappings without modifying state.

# Debug

Type: boolean | Default: false

Enables verbose debug logging for this instance.

# Jobs

Type: AFASJob (list)

One or more sync jobs.

# AFASJob

Defines a single scheduled sync task. A job is a matter job if MatterCode is set, and a document job if both FileUrl and DocumentMetadataUrl are set.

# Scheduling

# Name

Type: string

Unique job name within the instance.

# Disabled

Type: boolean | Default: false

Disables this job without removing it.

# Url

Type: string

AFAS REST connector path relative to the instance base URL. Matter example: profitrestservices/connectors/SharePoint_Projecten. Document example: profitrestservices/connectors/Profit_Subject_Attachments_2.

# IntervalInMinutes

Type: integer

How often the job runs.

# StartTime

Type: TimeSpan

Earliest time of day the job may run. Leave empty to run at any time.

# EndTime

Type: TimeSpan

Latest time of day the job may run. Leave empty to run at any time.

# LastRunDateTimeFieldName

Type: string

AFAS field name used to filter records modified since the last run. For matters: Project_Gewijzigd_op. For documents: Instuurdatum.

# Debug

Type: boolean | Default: false

Enables verbose debug logging for this job.

# Matter job settings

# MatterCode

Type: string

AFAS field that maps to the SharePoint matter code. Supports composite values with \| separator. Example: Project\|CL_{OrgPersId}.

# MatterName

Type: string

AFAS field that maps to the SharePoint matter name.

# MatterFieldMapping

Type: string

Maps AFAS fields to SharePoint matter fields. Syntax: sharepointField=afasField;sharepointField2=afasField2.

# MatterFilter

Type: string

Filters applied when reading matters from AFAS. Syntax: <afasField>=<value>;.

# ClientCode

Type: string

AFAS field that maps to the SharePoint client code.

# ClientName

Type: string

AFAS field that maps to the SharePoint client name.

# ClientFieldMapping

Type: string

Maps AFAS fields to SharePoint client fields. Same syntax as MatterFieldMapping.

# MatterFilePostHandlerDocumentJobName

Type: string

Name of the document job that the post handler should execute after matter creation. Must match the Name of a document job in the same ConfigurationInstance.

# Document job settings

A job becomes a document job when both FileUrl and DocumentMetadataUrl are set.

# DocumentMetadataUrl

Type: string

AFAS connector path for fetching dossier metadata. Example: profitrestservices/connectors/SharePoint_Dossiers.

# DocumentMetadataDossierIdColumnName

Type: string

AFAS metadata field containing the dossier ID. Example: DossierId. Required for the post handler.

# DocumentMetadataFilterColumnName

Type: string

AFAS field used to filter the metadata connector. Example: DossierId.

# DocumentMetadataMapping

Type: string

Maps AFAS metadata fields to SharePoint document metadata fields. Same syntax as MatterFieldMapping.

# DocumentFilter

Type: string

Filters applied when reading documents. Syntax: <afasField>=<value>;.

# FileUrl

Type: string

AFAS file connector path for downloading attachment bytes. Example: profitrestservices/fileconnector.

# DocumentSubjectIDColumnName

Type: string

AFAS field used to link documents to their dossier. Example: subject_id.

# DocumentFileIdColumnName

Type: string | Default: file_id

AFAS field containing the file identifier.

# DocumentFileNameColumnName

Type: string | Default: file_name

AFAS field containing the filename.

# DocumentAttachmentIdColumnName

Type: string | Default: attachment_id

AFAS field containing the attachment identifier.

# DocumentTargetFolder

Type: string

SharePoint document library subfolder where synced documents are placed.

# Post handler dossier filter settings (matter job)

Used by the post handler to look up dossier documents at matter creation time. All three properties must be set together.

# DossierFiltersFieldsIdsColumnNames

Type: string

Comma-separated AFAS filter field IDs. Example: OrgPersId,Project.

# DossierFiltersValuesColumnNames

Type: string

Comma-separated source field names to read filter values from. Supports {empty}. Example: {Nummer},{empty}.

# DossierFiltersOperatorTypes

Type: string

Comma-separated AFAS operator type values. Example: 1,1.

# Provisioning set references

These properties link a synced matter to the provisioning configuration that should be applied when the matter is created.

# MatterSiteCollectionSet

Type: string

Name of the SiteCollectionCfg to use for provisioning the matter site collection.

# MatterSiteSet

Type: string

Name of the SiteCfg to apply to the matter site.

# MatterPermissionSet

Type: string

Name of the PermissionSetCfg to apply to the matter site.

# MatterDocLibSets

Type: string (list)

Names of DocLibCfg entries to provision on the matter site.

# ClientSiteCollectionSet

Type: string

Name of the SiteCollectionCfg for the client site collection.

# ClientSiteSet

Type: string

Name of the SiteCfg for the client site.

# ClientPermissionSet

Type: string

Name of the PermissionSetCfg for the client site.

# Team members sync

Optional. Reads team members from an AFAS connector and assigns them to a SharePoint group or column.

# TeamMembersUrl

Type: string

AFAS connector path for team member data.

# TeamMembersFilterColumnName

Type: string

AFAS field to filter on.

# TeamMembersFilterValueColumnNameInSource

Type: string

Source field whose value is used as the filter value.

# TeamMembersEmailAddressColumnName

Type: string

AFAS field containing the member's email address.

# TeamMembersMembersColumnName

Type: string

Target SharePoint column or group name to write members to.

# Example configuration

Property Example value
Name AFAS
ConfigurationInstances[0].Name Production
ConfigurationInstances[0].Url https://12345.rest.afas.online/profitrestservices/
ConfigurationInstances[0].Jobs[0].Name MatterSync
ConfigurationInstances[0].Jobs[0].Url profitrestservices/connectors/SharePoint_Projecten
ConfigurationInstances[0].Jobs[0].IntervalInMinutes 15
ConfigurationInstances[0].Jobs[0].LastRunDateTimeFieldName Project_Gewijzigd_op
ConfigurationInstances[0].Jobs[0].MatterCode ProjectCode
ConfigurationInstances[0].Jobs[0].MatterName ProjectNaam
ConfigurationInstances[0].Jobs[0].MatterFieldMapping MatterType=ProjectType;Responsible=Verantwoordelijke
ConfigurationInstances[0].Jobs[0].MatterSiteCollectionSet MatterSite
ConfigurationInstances[0].Jobs[0].MatterSiteSet MatterSite
ConfigurationInstances[0].Jobs[0].MatterPermissionSet MatterSite
ConfigurationInstances[0].Jobs[0].MatterFilePostHandlerDocumentJobName DocumentSync
ConfigurationInstances[0].Jobs[1].Name DocumentSync
ConfigurationInstances[0].Jobs[1].Url profitrestservices/connectors/Profit_Subject_Attachments_2
ConfigurationInstances[0].Jobs[1].FileUrl profitrestservices/fileconnector
ConfigurationInstances[0].Jobs[1].DocumentMetadataUrl profitrestservices/connectors/SharePoint_Dossiers
ConfigurationInstances[0].Jobs[1].DocumentMetadataDossierIdColumnName DossierId
ConfigurationInstances[0].Jobs[1].DocumentSubjectIDColumnName subject_id
ConfigurationInstances[0].Jobs[1].DocumentTargetFolder Correspondence
ConfigurationInstances[0].Jobs[1].DossierFiltersFieldsIdsColumnNames OrgPersId,Project
ConfigurationInstances[0].Jobs[1].DossierFiltersValuesColumnNames {Nummer},{empty}
ConfigurationInstances[0].Jobs[1].DossierFiltersOperatorTypes 1,1
ConfigurationInstances[0].Jobs[1].IntervalInMinutes 60
Last Updated: 4/20/2026, 12:54:05 PM