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When you are planning your integration you need to consider all of the data that will be required in RSM InTime. This will vary depending on the needs of your Agency. You should consider the following
- There are a number of mandatory fields required by RSM InTime. These are the very minimum to allow a record to be created in RSM InTime but you will require additional fields before you can perform other operations, such as raising an invoice.
- Any data attribute that you choose to import must be controlled from your front-office system. Any change made in RSM InTime directly may be overwritten or deleted if the field is in your import specification
- You should consider any outputs that you require from your system. For example, do you want to be able to report by sector or division? Is there any specific information that is need for your accounts extract
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You can try out a sample import on your test / demo agency by downloading this standardimport.csv. Login to RSM InTime as an Administrator and choose the Import Placements option from the Batch menu.
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The import formats below contain all Placement, Manager, Client, Provider, Worker and Rate information required by InTIME RSM InTime within the one file.
For ALL RSM InTime only clients please find link to the import file specification and supporting documentation that you will need to conform to below.
Specification - IntimeGenericCsvImportSpec.xls
Example populated file with headers - importGenericExample.csv
For clients with InTime & InPay Integration:
Specification - IntimeGenericCsvImportSpecWithInPAY.xls
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- The example file is a xls spreadsheet, although please note a CSV file would be required for import. If you are using Excel to format the data then convert or save the file to CSV. As you are doing this, be careful with:-
- Format Dates column cells as “yyyy-mm-dd” and date times a “yyyy-mm-ddThh:mm:ss”.
- Any field with leading zero e.g. sort codes and account Number you need for format cells as text.
- Please ensure the mandatory fields are filled in (shown in red on the specification file).
- “PlacementDefaultRateName” you need to ensure this rate name matches a “RateName” on the following R line(s).
- “ConsultantUsername” you can leave this blank if you wish, InTIME RSM InTime will assign a username if empty.
- “WorkerLtdCompanyProvider” is Y if the worker has a provider and N if not. If yes the Provider fields on the placement row need to be populated with the provider information.
- All FrontendRef values need to be unique per that entity and is required in the file when creating and updating.
Please note this import spec does not include multi currency.
Notes
- Date and DateTime Date Time formats can be configured for each agency. However, the same format must be used across all fields. Formats cannot be mixed.
- The default DateTime Date Time format is yyyyis yyyy-MM-ddTHH:mm:ss where
- yyyy is the year as a four digit number
- MM is the month as a two digit number (01 = January)
- dd is the day of the month as a two digit number
- T is a constant value that separates the date and the time
- HH is the two digit hour in 24 hour format
- mm is the minute, two digits
- ss is the second, two digits
- The default Date format is yyyy-MM-dd where
- yyyy is the year as a four digit number
- MM is the month as a two digit number (01 = January)
- dd is the day of the month as a two digit number
- Boolean fields may be:
- For true: "true", "t", "yes", "y", "1"
- For false: "false", "f", "no", "n", "0"
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