# Codex plugin
Integrates Codex (opens new window) case management system with the Epona provisioning service. The plugin periodically syncs matters from Codex to SharePoint.
DLL: Epona.Codex.dll
# What it does
- Matter sync — reads matters from Codex and creates or updates corresponding records in SharePoint.
- Contact sync — reads contacts and associates them with matters.
- Field mapping — maps Codex fields to SharePoint properties.
# Deployment
- Copy
Epona.Codex.dllto the service's bin directory. - Restart the provisioning service.
- Open the Configurator, select the relevant
SharepointCfg, and configure the Codex section that now appears in the property grid.
# Configuration reference
# Connection settings
# Name
Type: string | Default: Codex
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 Codex instance.
# ApiKey
Type: string
Codex API key. Stored encrypted. Managed via Secrets manager.
# 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.
# Field mapping
# MatterCodeField
Type: string
Codex field containing the matter code.
# MatterNameField
Type: string
Codex field containing the matter name.
# ClientCodeField
Type: string
Codex field containing the client code.
# ClientNameField
Type: string
Codex field containing the client name.
# MatterFieldMapping
Type: string
Maps Codex fields to SharePoint. Syntax: sharepointField=codexField;.
# ClientFieldMapping
Type: string
Maps Codex client fields to SharePoint. Same syntax.
# Filtering
# MatterFilter
Type: string
Filters to apply when reading matters.
# Debugging
# Debug
Type: boolean | Default: false
Enables verbose debug logging.
# Example configuration
| Property | Example value |
|---|---|
Name | Codex |
Url | https://api.codex.nl/ |
MatterCodeField | code |
MatterNameField | name |
ClientCodeField | clientid |
ClientNameField | clientname |
MatterFieldMapping | MatterType=type;Status=status |
IntervalInMinutes | 30 |
Debug | false |
# Related
- Configuration reference — provisioning configuration reference
- Plugins index — list of available plugins