Integration between TBP and TR 3E

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Note: TBP Integrates directly with the TBP Desktop Application and TR 3E via the use of TR’s 3E Transaction Services.

Key Web Services/Connections

Topic

Purpose

Service Name

Call

Client List  

Allows users to search for clients

GetDataFromArchetypes

Archetype.Client

Matter List

Allow users to search for matters

GetDataFromArchetypes

Archetype.Matter

PTA

Pull of Phase Codes

GetDataFromArchetypes

Archetype.Phase

PTA

Pull of Task Codes

GetDataFromArchetypes

Archetype.Task

PTA

Pull of Activity Codes

GetDataFromArchetypes

Archetype.Activity

PTA Groups

Pull of PT Plan Codes

GetDataFromArchetypes

Archetype.PTAGroup

Time Submission

Push for Time Entry Create

ESBTimeCardLoad

TimeCardPending

 

Authentication Method

Type

Description 

Authentication

User Name and Encrypted Password as required by 3E

Authorization

Rights defined in end service by 3E

 

Inbound Integration

Data: Clients

  • API Service: Archetype.Client

The clients call provides all information related to clients that need to be available in TBP to your timekeepers.

Column Name

Data Type

3E Mapping

Description 

code

string

ClientID

Required: The client code. 

id

string

ClientIndex

Required: The client code identifier (sometimes set as externalId).

displayName

string

DisplayName

Required: The client name text that should display in TBP. 

 

Data: Matters

The matters call provides all information related to matters that need to be available in TBP to your timekeepers.

  • API Service: Archetype.Matter

Column Name

Data Type

3E Mapping

Description 

code

string

MatterID

Required: The matter code that should display in TBP.

displayName

string

DisplayName

Required: The matter name text that should display in TBP. 

billingIncrement

decimal

TimeIncrement

Required: The matter increment for billed time (ie. 0.1, 0.25).

billingType

string

MattType

Required: Matter type (ie. Billable, Non-Billable).

currencyCode

string

Currency

Optional: An optional string for currency type (ie. GBP).

 

Data: Activity Codes

The activity code call provides all information related to activity codes that need to be available to be set in TBP by your timekeepers.

  • API Service: Archetype.Activity

Column Name

Data Type

3E Mappings

Description 

code

string

ActivityID

Required: The Activity code that should display in TBP.

description

string

Description

Required: The description of the code. 

 

Data:  Phase Codes

The phase code call provides all information related to phase codes that need to be available to be set in TBP by your timekeepers.

  • API Service: Archetype.Phase

Column Name

Data Type

3E Mapping

Description 

code

string

PhaseID

Required: The Phase code that should display in TBP.

description

string

Description

Required: The description of the code. 

 

Data:  Task Codes

The task code call provides all information related to task codes that need to be available to be set in TBP by your timekeepers.

  • API Service: Archetype.Phase

Column Name

Data Type

3E Mapping

Description 

code

string

TaskID

Required: The Task code that should display in TBP.

description

string

Description

Required: The description of the code. 

 

Data:  Phase and Task Plan Codes

The phase task plan call provides all information related to phase and task groups that need to be available to be set in TBP by your timekeepers.

  • API Service: Archetype.PTAGroup

Column Name

Data Type

3E Mapping

Description 

code

string

Code

Required: The task or phase code that should display in TBP. 

description

string

Description

Required: The description of the code. 

 

Outbound Integration

Time Release

As timekeepers use TBP to track and release their time, released time data will be processed via the web service call in real time.

Data: Time Create

The time entry created provides all information related to time from timekeepers using TBP.

  • API Service: TimeCardPending

Column Name

Data Type

3E Mapping

Description 

timeSource

string

LOADSOURCE

Required: A text noting the source of the time entry (ex.: “TBP”).

timekeeperId

string

TIMEKEEPER_NUMBER

Required: Timekeeper identifier for which the time entry is assigned (ex.: 1234).

workDate

datetime

WORK_DATE

Required: The date that the work for the time entry was completed in ISO 8601 format.

matterCode

string

MATTER_NUMBER

Required: The identifier for the Matter assigned to time entry (ex.: 02728-0002).

durationIncrements

decimal

WORK_HRS

Required: The number of work increments assigned to time entry (ex.: 0.3 or 0.25).

narrativeText

string

NARRATIVE

Required: The narrative assigned to time entry in text format with encoding considered

(ex.: “Correspondence with Cpt. Lucard regarding Space matter”).

phaseCode

string

PHASE_CODE

Not Required: The phase code assigned to time entry, in non-description format if possible (ex.: L400).

taskCode

string

TASK_CODE

Not Required: The task code assigned to time entry (ex.: A108).

activityCode

string

ACTIVITY_CODE

Not Required: The activity code assigned to time entry.

timeType

string

TIMETYPE

Required: The type of time being recorded (ex.: Hourly)

locationCode

string

LOCATION_CODE

Not Required: The location code assigned to time entry (ex.: NYC1).

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