# CleverCase plugin
Integrates CleverCase (opens new window) case management system with the Epona provisioning service. The plugin periodically syncs matters from CleverCase to SharePoint.
DLL: Epona.CleverCase.dll
# What it does
- Matter sync — reads matters from CleverCase via REST API and creates or updates corresponding matter records in SharePoint on a configurable schedule.
- Field mapping — maps CleverCase matter fields to SharePoint properties.
- Client information — optionally syncs client/party information associated with matters.
# Deployment
- Copy
Epona.CleverCase.dllto the service's bin directory. - Restart the provisioning service.
- Open the Configurator, select the relevant
SharepointCfg, and configure the CleverCase section that now appears in the property grid.
# Configuration reference
# Connection settings
# Name
Type: string | Default: CleverCase
Display name for this plugin configuration.
# Disabled
Type: boolean | Default: false
Set to true to disable this configuration without removing it.
# Url
Type: string
Base URL of your CleverCase instance.
# ApiKey
Type: string
CleverCase API key for authentication. Stored encrypted.
# Scheduling
# IntervalInMinutes
Type: integer
How often the sync 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.
# LastRunDateTime
Type: datetime
Timestamp of the last successful sync. Updated automatically.
# Field mapping
# MatterCodeField
Type: string
CleverCase field containing the matter code/number.
# MatterNameField
Type: string
CleverCase field containing the matter name/description.
# ClientCodeField
Type: string
CleverCase field containing the client code/party ID.
# ClientNameField
Type: string
CleverCase field containing the client name.
# MatterFieldMapping
Type: string
Maps CleverCase fields to SharePoint fields. Syntax: sharepointField=cleverCaseField;.
# ClientFieldMapping
Type: string
Maps CleverCase client fields to SharePoint fields. Same syntax.
# Filtering
# MatterFilter
Type: string
Query filters to apply when reading matters.
# Debugging
# Debug
Type: boolean | Default: false
Enables verbose debug logging.
# Example configuration
| Property | Example value |
|---|---|
Name | CleverCase |
Url | https://api.clevercase.com/ |
MatterCodeField | case_id |
MatterNameField | case_name |
ClientCodeField | party_id |
ClientNameField | party_name |
MatterFieldMapping | Matter Type=case_type;Responsible=assigned_to |
IntervalInMinutes | 30 |
Debug | false |
# Related
- Configuration reference — provisioning configuration reference
- Plugins index — list of available plugins