---
title: "Neos Integration Details"
canonical: "https://resourcecenter.kenect.com/space/Integratio/42009037/Neos%20Integration%20Details"
format: markdown
---
### **Contact Sync**

Sync your contacts from Neos to Kenect (Hourly) at the hour. 

> ℹ️ **NOTE: **If you have more than 50K contacts that you will be syncing, a full contact sync will not be run automatically. **In Addition, **If you are expecting a VERY large volume of text messaging traffic within your Kenect, near real-time sync features of the integration may take a few additional minutes. **Finally, **Your contact sync can be configured to only sync contacts based on Case Type.

### **Lead Push**

Leads Create intakes in Neos. Customers will be able to choose the kind of case type that should be assigned to the intake (Near real-time sync)


![image-20240506-154936.png](media://cacc34c2-7abb-4b26-8347-1891e5258401)


### **Conversation Posting**

Texts from Kenect post into the Case Notes (near Real-Time). For Conversations to post from Kenect, a matter must be assigned to the conversation. Attachments sent via Kenect will also be synced as long as a matter is assigned to the conversation. (Attachments will show under ‘notes’ as documents)

### **Attachment Syncing**

- Kenect attachments are posted to the Documents section of the Matters in Neos.
- The Kenect conversation must be assigned to a Matter

> ℹ️ **NOTE: **If you want the text message to enter into the Case Note section, when configuring the integration you must configure the ‘Cast Note Topic’ to ensure correct sync. **In Addition, **Attachment syncing can also be disabled if you don’t want attachments sent via Kenect to post into the Case Notes section.

![image-20240506-154949.png](media://6adafdc1-59db-4d4f-aa9a-863da09124f4)

![image-20240506-155053.png](media://43afbd7b-3258-4b98-a22d-763895659ce6)

### **Texting Automation**

Automatically send customized texts to clients based on the following Case or Intake Stage/Status:

Case Class:

- (This status is dependent on your own configuration of Neos) value selected is ‘Open text’

Case Status:

- Open
- Closed

Intake Stages:

- Evaluation
- Closed
- Lead
- Prospect
- Proposal

Intake Status:

- All default Status’

![image-20240506-155035.png](media://39e590e7-fe5f-4b4a-9242-9a591aa6b065)

 

# **FAQs (Frequently Asked Questions)**

- **If an existing conversation is assigned to a case after it already had messages, are these messages synchronized to the case´s notes?**
  - No, only messages that are sent after assigning the case to the conversation,  will be synchronized to the notes of the case.
- **Does Kenect sync a contact who main phone is marked as "Can call"?**
  - No, its does not. This information is not sent by the partner. Kenect looking for the "Mobile phone", "home phone", etc....never by "Can Call"
- **Where do messages post to in Neos that are assigned to a case from kenect?**
  - The customer can choose if they want them to come in as "Case Notes" or to the general "Inbox" in Neos (edited)

![image-20240507-210217.png](media://55b7c785-0995-4916-bdfc-56789e2cf3e9)

  

- **Why the contact is in Neos, but is not in Kenect ?**
  - Neos support team response.. “*I believe the situation is related to how the contacts are being added. A contact can be added to the address book directly, but not be a party to any case. That's why the customer was able to see the contact in Neos, but not in Kenect. They created the contact there, but they didn't assign it to a case. Until the contact don’t get assigned to a case, we won’t be able to sync it.”*
- **Where do you find the clients company Id in Neos?**
  - When the client goes to login, the Id is the second field this should auto-populate when they go to log into their Neos account: *Ex: The Company Id for this client is 'partner' *

![image-20240507-210316.png](media://a8a2a8bc-e4e8-4551-853b-fcf3a0c0d1b3)

- **Can only one contact be attached to a case in Kenect?**
  - No, if a matter is attached to multiple phone numbers, those contacts will all have the option to have their texts assigned to the matter. The user simply needs to make the assignment.
- **When choosing a ‘case type’ for contacts to sync, how do I decide what option to use?**
  - If no specific option is selected, by default our system will configure to select ‘all’. If only a couple of options want to be selected for ‘case type' make sure when configuring that those are selected.