Many of you have asked for a way to connect Lodgeit to your other systems. The Lodgeit Clients API is now available as a public preview. Your practice management system, CRM or own scripts can read and update clients in Lodgeit directly, instead of you exporting files or keying in the same details twice.

What you can do

Work with clients and their details, client groups, relations such as director or trustee, and client assignments. You can also manage your organisation's members and teams, so an integration can assign clients to the right people.

Get started

1. Go to API access settings and sign in as a user with Owner access.
2. Create a service application and choose what it can access. Tax file numbers, dates of birth and director identification numbers stay hidden unless you allow them.
3. Connect your system with the application's client ID and secret. The API documentation explains how.

If someone else builds your integrations, forward this post to them.

Before you build

• Endpoints and fields may still change based on your feedback, so expect to update your integration before the stable version.
• The API works on live data. Test in a separate test organisation instead of your real clients.
• Keep the client secret as safe as a password: anyone who has it can access your client data. Give the application only the access it needs.

Tell us what you think

Please try it with your tools and tell us what works, what's missing, and what you'd like the API to cover next at support@lodgeit.net.au. If you're reporting an error, include the traceId from the error response.