This integration is an add-on. Please contact your Customer Success Manager (CSM) or email support@cinode.com for more information.
Manager, Partner Manager, API and Admin permission level is required in Cinode to set up this integration.
Why use the Kleer integration?
Integrating Kleer with Cinode streamlines your consultancy's operations by automating data synchronization between the two platforms. This seamless integration minimizes manual data entry, reduces errors, and ensures that your customer, user, and project information is consistently up-to-date across both systems.
Additionally, Kleer includes a time reporting system, enabling you to connect time tracking directly with your Cinode projects. This ensures accurate resource planning, budgeting, and invoicing, all based on real-time data.
With this functionality, you can:
Enhance Efficiency: Automate the transfer of data between Cinode and Kleer, reducing the time spent on manual updates.
Maintain Data Accuracy: Ensure consistency across platforms, minimizing discrepancies and potential errors.
Improve Collaboration: Provide your team with accurate and current information, fostering better decision-making and project management.
Leverage Time Reporting: Align project data with time reports to streamline billing, manage project scope, and ensure accurate delivery tracking.
By integrating Kleer into your workflow, Cinode helps you save time and maintain organized, reliable data.
What the Kleer integration does
The Kleer integration enhances your consultancy's efficiency by automating the synchronization of customers, users, and projects between Cinode and Kleer. This ensures that both systems reflect the most current information, facilitating smoother operations and improved data management.
Customers/Clients
No more double entry: Add a client in Kleer, and it shows up in Cinode automatically. Additionally, add new customers to Kleer if they are not already synced., when a project is won is assigned to a chosen pipeline stage.
Always up to date: Changes to addresses, payment terms, or contact people sync in real time.
Smart matching: The integration uses logic to find and update the correct billing address, contact, and client manager.
Data you can trust: Existing representatives stay untouched, and new users are only created if there’s a confirmed match.
Users
Automatic user creation: Add a new employee in Kleer, and they’re automatically available in Cinode.
Real-time updates: Employment dates, availability, salary, and more can be kept in sync.
Subcontractors included: External consultants from Kleer are also synced to Cinode, so you don’t miss anyone.
Custom to your setup: Language and currency settings are configurable to match your preferences.
Projects
Seamless Project Creation: When you create a project in Cinode, the integration ensures everything is mirrored in Kleer—saving you time and avoiding duplication.
Accurate Customer Data: Customer details like contact information, billing address, payment terms, and more are kept in sync, so your team always works with the latest information.
Smarter Staffing: As soon as consultants are booked in Cinode, they're added to the project in Kleer—ensuring everyone is in the loop and ready to go.
Clear Financials: Project budgets, currencies, and delivery terms flow smoothly from Cinode to Kleer, giving finance teams the data they need without chasing it down.
Automatic Date Handling: Start and end dates are calculated based on your team’s assignments, helping you stay on schedule without the guesswork.
Get Started
Contact Cinode Support: Reach out to Cinode Support to request access to the Kleer integration.
Enable Kleer API capabilities: Reach out to Kleer to have them enable API support for you.
Configure your Sync Schedule: Decide how often updates should be pulled from Kleer:
Client Refresh Schedule – Set how often client data is synced.
User Refresh Schedule – Choose how often to sync employee and subcontractor updates.
Project Refresh Schedule – Define how often to check for new project data from Kleer (currently, only new projects are synced from Kleer, but all projects are synced from Cinode).
Pipeline Stages – Select which sales pipeline stages in Cinode should trigger project creation in Kleer (other than Won projects).
Set Field Mappings and Tags: Map key values and define how tags and data should be created or synced:
Cinode Identifier – Select the field used to store Kleer IDs in Cinode (External ID or Internal ID).
Payment Days – Define a tag prefix to represent payment terms (e.g.,
PD=30for 30-day terms). Leave blank if unused.Language – Set your primary business language for creating tags and other elements.
Country – Choose your default country. Used as a fallback for matching.
Currency – Select the default currency, also used as a fallback.
Map Projects and People: Ensure your project and people data aligns properly between Kleer and Cinode:
Project Reference – Choose which Cinode field should populate the “Our Reference” field in Kleer projects.
Office Location – Set the default office location for users synced from Kleer.
Default User Permission – Choose what Cinode permission level new users should receive.
Configure Time Reporting Settings: Align project tracking and time reporting between the platforms:
All Activities Available – Allow project members to report time on all activities.
Projects Available to All – Let all users in the company report time on projects created from Cinode.
Default Activities – Choose standard activities that should be available to project members.
Sensitive Fields – Define which fields to sync from Kleer to Cinode, such as personal data or financial information.