# Soluno
This pugin will periodically query the Soluno api rest web service for new and updated files(matters).
Copy the dll files from the Plugins\Soluno directory to the site provisioning directory.
Restart the service to activate the plugin.
Start the configurator and browse to CustomSettings to configure the Soluno plugin.
Specify the Url, Username and Password. The Url should only contain the hostname.
If the specified user is linked with multiple organizations, also specify an Organization name.
The following optional properties can be set:
Client Code Json file property to match the sharepoint client code field, for example: Client.ContactNumber.
Client Name Json file property to match the sharepoint client name field, for example: Client.DisplayName.
Matter Code Json file property to match the sharepoint matter code field, for example: CasefileNumber.
Matter Name Json file property to match the sharepoint matter name field, for example: Description.
Matter Field Mapping Optional field that maps json file matter properties to sharepoint fields with syntax: sharepointname1=name1;sharepointname2=name2. Use the character "|" for "or" conditions if null Leave empty for dynamic values config default For example: SPProjectOwnerFirstName=ReferralUser.FirstName;SPProjectOwnerLastName=ReferralUser.LastName|ReferralUser.DisplayName
Use the prefix "Client." to use values from the client.
Use the propertyname StaffAssigned, StaffLead or StaffResponsible to get a list of emailaddresses for the specified role.
Client Field Mapping Optional field that maps json file client properties to sharepoint fields with syntax: sharepointname1=name1;sharepointname2=name2. Use the character "|" for "or" conditions if null Leave empty for dynamic values config default For example: SPProjectOwnerFirstName=ReferralUser.FirstName;SPProjectOwnerLastName=ReferralUser.LastName|ReferralUser.DisplayName
Use the prefix "Client." to use values from the client.
MatterFilter Optional field to specify one or more filters in the format {Soluno field}={value}, , see Filter Format
Sample CaseFile json Sample json object for a casefile
{
"ActivityStatus": "Active",
"AreaOfLawId": {
"Billable": true,
"ClioId": null,
"Description": "Litigation",
"ExtraFlags": 0,
"Id": "3838861a-663e-e811-b2d4-985fd33ccf02",
"Modified": "2018-04-12T15:28:12.6311394Z",
"Name": "lit",
"Status": 0,
"TransactionLevyType": "None"
},
"BillingAddressContact": "00000000-0000-0000-0000-000000000000",
"BillingCarbon": {
"Carbons": []
},
"BillingInProgress": false,
"CasefileLocation": "",
"CasefileNumber": "7-1",
"CasefileSplitBills": [
{
"CasefileSplitBillId": "7974db5e-f8fe-ed11-907c-6045bd5fa3c7",
"ContactId": "5dcaaa27-f8fe-ed11-907c-6045bd5fa3c7",
"Fee": 0.0,
"MaxFee": 0.0,
"MinFee": 0.0,
"Percent": 100.0
}
],
"ClioMatterId": null,
"CloseDate": 0,
"ClosedCasefileNumber": "",
"ContactId": "5dcaaa27-f8fe-ed11-907c-6045bd5fa3c7",
"CourtId": "",
"CourtJurisdiction": "",
"CreditHoldDate": null,
"CrossReference": "",
"DefaultBillingSettingsId": "0038861a-663e-e811-b2d4-985fd33ccf02",
"DefaultCasefileSettingsId": "0338861a-663e-e811-b2d4-985fd33ccf02",
"DefaultInterestSettingsId": "0138861a-663e-e811-b2d4-985fd33ccf02",
"DefaultTaskId": "1039861a-663e-e811-b2d4-985fd33ccf02",
"DefaultTaxSettingsId": "0938861a-663e-e811-b2d4-985fd33ccf02",
"Description": "Test-Test Matter",
"Documents": [],
"ElectronicBillingInfoData": null,
"ElectronicBillingInfoFormat": "None",
"ExternalId": "",
"Id": "deb02d53-f8fe-ed11-907c-6045bd5fa3c7",
"InactiveDate": null,
"Judge": "",
"MarkupAsPercent": 0.0,
"ModifiedUTC": "2023-05-30T14:43:42.3802184Z",
"NetDocumentsIgnore": false,
"NetDocumentsUrl": "",
"Notes": [],
"OpenDate": "2022-06-03",
"OverrideChargesEstimated": 0.0,
"OverrideContingencyPercent": 0.0,
"OverrideDisbEstimated": 0.0,
"OverrideDisbFirstFlatAmount": 0.0,
"OverrideDisbFirstTargetMax": 0.0,
"OverrideDisbFirstTargetMin": 0.0,
"OverrideDisbMaximum": 0.0,
"OverrideDisbSubsequentFlatAmount": 0.0,
"OverrideDisbSubsequentTargetMax": 0.0,
"OverrideDisbSubsequentTargetMin": 0.0,
"OverrideFeeEstimated": 0.0,
"OverrideFeeFirstFlatAmount": 0.0,
"OverrideFeeFirstTargetMax": 0.0,
"OverrideFeeFirstTargetMin": 0.0,
"OverrideFeeMaximum": 0.0,
"OverrideFeeSubsequentFlatAmount": 0.0,
"OverrideFeeSubsequentTargetMax": 0.0,
"OverrideFeeSubsequentTargetMin": 0.0,
"OverrideRetainerHoldAmount": 0.0,
"OverrideRetainerMinimum": 0.0,
"OverrideRetainerTarget": 0.0,
"RateGroupId": "cd268120-663e-e811-b2d4-985fd33ccf02",
"ReferralContactId": null,
"ReferralSourceId": "00000000-0000-0000-0000-000000000000",
"ReferralSourceName": "",
"ReferralUser": null,
"Roles": [],
"Staff": [
{
"Assigned": true,
"BillingOrder": 1,
"BillingPercent": 0.0,
"CasefileStaffId": "7a74db5e-f8fe-ed11-907c-6045bd5fa3c7",
"IntroducingCreditPercent": 100.0,
"Lead": true,
"Note": "",
"Responsible": true,
"UserId": {
"UserClassification": "Normal",
"CanRecordTime": true,
"DepartmentId": "00000000-0000-0000-0000-000000000000",
"DisplayName": "MD",
"EMail": "marco.dissel@epona.com",
"FirstName": "",
"LastName": "Marco Dissel",
"FullName": "Marco Dissel",
"Id": "93406b88-c9d7-4d77-9002-2501e6b47d5b",
"JobTitle": "",
"ShowInHelp": true,
"HasOfficeAccount": false
}
}
],
"Status": 0,
"TabLinks": [],
"TabValues": [],
"Tags": [],
"TrustAdminFeeProcessed": false,
"LawBaseExternalId": "",
"LawToolBoxMatterId": 0,
"LawToolBoxMatterStatus": "NONEXISTENT",
"LawToolBoxMatterUrl": "https://app.lawtoolbox.com/#/matter/0/dashboard",
"SendToLawToolBox": false,
"TrustHoldDate": 0,
"DestroyDate": null,
"Client": {
"ActivityStatus": "Active",
"ActivityTypeId": null,
"Addresses": [
{
"Address1": "",
"Address2": "",
"AddressCategory": "Business",
"AddressType": "Company",
"AddressUsage": "Main",
"Alias": "",
"City": "",
"Company": "Test",
"Country": "",
"Description": "",
"Division": "",
"First": "",
"Id": "c6bbc73c-f8fe-ed11-907c-6045bd5fa3c7",
"Last": "",
"Middle": "",
"Region": "",
"State": "",
"Suffix": "",
"Title": "",
"Zip": ""
}
],
"AddToOffice": "Auto",
"BankAccounts": [
{
"ABACode": "",
"BankAccountNumber": "",
"BankAccountType": 0,
"BankInfoId": "c7bbc73c-f8fe-ed11-907c-6045bd5fa3c7",
"BankInstitutionNumber": "",
"BankName": "",
"BankTransit": "",
"BranchName": "",
"CurrencyLocale": "USD",
"CustomerNameOnBankAccount": "",
"SwiftCode": ""
}
],
"BillingCarbon": {
"Carbons": []
},
"Casefiles": [
"deb02d53-f8fe-ed11-907c-6045bd5fa3c7"
],
"CasefileSplits": [
{
"CasefileId": "deb02d53-f8fe-ed11-907c-6045bd5fa3c7",
"Fee": 0.0,
"Id": "7974db5e-f8fe-ed11-907c-6045bd5fa3c7",
"MaxFee": 0.0,
"MinFee": 0.0,
"Percent": 100.0
}
],
"ChildContact": [],
"ClioContactId": null,
"ContactNumber": "7",
"ContactVendorArrangementValues": [],
"CorrespondanceMethod": "Print",
"CorrespondanceMethodEmail": "00000000-0000-0000-0000-000000000000",
"CoverEmail": "00000000-0000-0000-0000-000000000000",
"CoverPrint": "00000000-0000-0000-0000-000000000000",
"DefaultBillingSettings": "0038861a-663e-e811-b2d4-985fd33ccf02",
"DefaultCasefileSettings": "0338861a-663e-e811-b2d4-985fd33ccf02",
"DefaultInterestSettings": "0138861a-663e-e811-b2d4-985fd33ccf02",
"DefaultRateGroup": "cd268120-663e-e811-b2d4-985fd33ccf02",
"DefaultTaxSettings": "0938861a-663e-e811-b2d4-985fd33ccf02",
"Description": "",
"DisplayName": "Test",
"Documents": [],
"DontCombineEmailAttachments": false,
"DisableInvoiceNumberingClientReUse": false,
"VendorUsesElectronicFundsTransfer": false,
"LawBaseExternalId": "",
"LawToolBoxExternalId": 0,
"ExternalId": "",
"Id": "5dcaaa27-f8fe-ed11-907c-6045bd5fa3c7",
"Is1099Checked": false,
"Language": "en",
"Locale": "US",
"MajorContactId": "00000000-0000-0000-0000-000000000000",
"ModifiedUTC": "2023-05-30T14:43:42.3802184Z",
"NetDocumentsIgnore": false,
"NetDocumentsUrl": "",
"Notes": [],
"OfficeFolderId": "",
"OfficeId": "",
"ParentContact": [],
"Phones": [],
"ReferralContactId": "00000000-0000-0000-0000-000000000000",
"ReferralSourceName": "",
"ReferralUser": null,
"Roles": [],
"Status": 0,
"TabLinks": [],
"TabValues": [],
"Tags": [],
"TaxNumber": "",
"Vendor1099FormType": "NEC",
"VendorAccount": "",
"VendorActive": "NotSet",
"VendorGLId": "00000000-0000-0000-0000-000000000000",
"VendorOpening1099Balance": 0.0,
"VendorOpening1099Date": 0
},
"StaffAssigned": "marco.dissel@epona.com",
"StaffLead": "marco.dissel@epona.com",
"StaffResponsible": "marco.dissel@epona.com"
}