3. Default Mapping

This page details the standard mapping from Bullhorn to ALL RSM InTime integrations. The default mapping consists of the minimum data required for RSM InTime .

  • If you have RSM InTime Core some additional mappings are included which are detailed here.
  • If you have RSM InTime Enterprise you can customise mappings as required. Please see the Customisations page for more information. 

The default mapping includes the placement participants (Consultant, Worker, Manager and Client) and any fields that are mandatory to RSM InTime such as email addresses and placement data such as start date, job title and rate information. Some fields will be set to a configured default if the value is not mapped from Bullhorn. Any other data that is required in RSM InTime has to be specifically mapped via a customisation – see the section on customisations.

The principal advantage of the integration is that data only needs to be entered/updated once and then flows through to the other system reducing the amount of data that has to be manually entered in RSM InTime . So ideally as much of the required data as possible should be entered in Bullhorn and then mapped through to RSM InTime . Data that is entered or changed directly in RSM InTime is at risk of being overwritten by the next update from Bullhorn.

Once the basic configuration has been applied to both systems the data link can be tested and it should be possible to import data into RSM InTime with the default mapping.

Required data

For a placement to successfully import into RSM InTime the following fields must be populated with a valid value in Bullhorn:

  • Placement Status must be one of the configured import status values. (Default status: "Approved")
  • Placement Start Date must be populated with a valid date.
  • For perm placements (Placement.employmentType contains “perm”), the placement Fee and Salary fields must be populated with a numeric value.
  • For non-perm placements at least one rate must be populated with non-zero value.
  • For non-perm placements Placement Salary Unit must be “Per Hour, Per Day or Per Month”.
  • A Candidate must be selected for the Placement to identify the Worker.
  • A Bullhorn User must be selected as the Owner of the Job/Vacancy to identify the Consultant.
  • A Contact must be selected for the Job/Vacancy to identify the Manager.
  • The Job/Vacancy Contact must have a Company (clientCorporation) selected to identify the Client.
  • The User, Candidate and Contact must all have a first and last name and a valid email address.

Please note all mapped fields from Bullhorn to RSM InTime need to be managed within Bullhorn and not added/updated or amended within RSM InTime, otherwise these will be overwritten in the integration. 

However the following RSM InTime fields are only set the first time an item is imported into RSM InTime - i.e. when it is created - but will not change on subsequent updates even if the Bullhorn value has changed. If they are found to be incorrect they will have to be manually changed in RSM InTime . They will not be overridden by subsequent Bullhorn updates.

  • Worker Type (PAYE/LTD)

  • Timesheet Duration

  • Expense Template


The table below shows the list of fields that are mapped by default. The label of each field is configurable in Bullhorn so the label may not match your system. To find the API field look under the Field Mappings section in Bullhorn. Any fields that you require that are not mapped by default will require a customisation. Fields with an Asterisk * are mandatory.

Bullhorn API Field

(Field Mappings)

Common Bullhorn Label

Bullhorn Type

RSM InTime field





Placement



Placement

ID *


Integer

Ref Code (prefixed with “BH-”)

Job / Vacancy *




Candidate *

Candidate

Picker:Candidate

Worker

dateBegin *

Start Date

Date

Start Date

dateAdded

Date Added

Date/Time

Placed Date

dateEnd

Scheduled End

Date

End Date

billingFrequency

Billing Frequency

Text

Timesheet Duration

employmentType

Employment

Text

determines placement type e.g. Perm /contract

employeeType

Employee Type

Text

Worker Type (PAYE/LTD/Umbrella) if match found.

If this field is blank the Candidate.employeeType field is used.

placementCommissions


Placement Commission

Consultant Commissions

Fee

Placement Fee (%)

Percentage

Used to determine fee for perm placements (salary x fee)

Salary

Salary High

Money

Used to determine fee for perm placements (salary x fee)

salaryUnit

Pay Unit

Text

Time period & duration for all rates Hourly/Fixed. If field value contains "day" or "daily", RSM InTime sets all rates to fixed with a "Decimal" entry type else it sets them to hourly with a "Time And Hours" entry type. Entry type can be changed with a customisation.

hoursPerDay

Hours Per Day

Float

Duration of all rates in minutes if salaryUnit field value contains "day" or "daily".

clientBillRate *

Bill Rate

Money

Rate 1 charge

payRate *

Pay Rate

Money

Rate 1 pay

clientOvertimeRate

Overtime Bill Rate

Money

Rate 2 charge

overtimeRate

Overtime Pay Rate

Money

Rate 2 pay

customBillRateN


Money

Rate N charge

customPayRateN


Money

Rate N pay

comments

Comments

Text

Comments





Job (Vacancy)



Placement

Title *

Title

Text

Job Title

userID *

Owner

Picker:Internal

Consultant

clientUserID *

Contact

Picker:Client

Manager

hoursPerWeek

Contracted Hours Per Week

Float

Contracted hours





PlacementCommissions




userID

Commissions Tab

Picker:Internal

Commission Consultant

Please note that Placement Commissions for External Recipients can not be imported. These do not relate to a Bullhorn User so can not be converted to an RSM InTime Consultant that can receive commission.

commissionPercentage


Percentage

Commission percentage





ClientCorporation (Company)



Client / Provider

name *

Company Name

Text

Client Name

ID *


Integer

Ref Code (prefixed with “BH-”)

Phone

Main Phone

Text

Main Contact phone

address.address1

Address

Text

Main Address line 1

address.address2


Text

Main Address line 2

address.city

City

Text

Main Address Town

address.state

State

Text

Main Address County

address.zip

Zip

Text

Main Address PostCode

address.Country

Country

Country - Drop Down

Main Address.Country

billingPhone

Billing Phone

Text

Invoice Contact phone

billingContact

Billing Contact

Text

Invoice Contact First name

billingAddress.address1

Billing Address

Text

Invoice Address line 1

billingAddress.address.address2


Text

Invoice Address.line 2

billingAddress.address.city

Billing City

Text

Invoice Address Town

billingAddress.address.state

Billing State

Text

Invoice Address County

billingAddress.address.zip

Billing Zip

Text

Invoice Address PostCode





ClientContact (Contact)



Manager

clientCorporationID *

Current Company

Picker:Client Corporation

Client

ID *


Integer

Ref Code (prefixed with “BH-”)

Email *

Primary Email

Text

Email

firstName *

Contact Name

Text

Firstname

lastName *

Contact Name

Text

Lastname

namePrefix

Name Prefix

Text

Title

phone

Primary Phone

Text

Phone

address.address1

Work Address

Text

Street 1

address.address2


Text

Street 2

address.city

Work City

Text

Town

address.state

Work State

Text

County

address.zip

Work Zip

Text

PostCode

address.Country

Country

Country - Drop Down

Country

division

Department

Text

Department





Candidate



Worker

ID *


Integer

Ref Code (prefixed with “BH-”)

email *

Primary Email

Text

Email

firstName *

Candidate Name

Text

Firstname

lastName *

Candidate Name

Text

Lastname

namePrefix

Candidate Name

Text

Title

phone

Primary Phone

Text

Phone

address.address1

Address

Text

Street 1

address.address2


Text

Street 2

address.city

City

Text

Town

address.state

State

Text

County

address.zip

Zip

Text

PostCode

address.countryID

Country

Country - Drop Down

Country

taxID

Tax ID

Text

If InPAY linked – NI number if valid format

localTaxCode


Text

If InPAY linked – PAYE Tax Code if valid format

dateOfBirth

Date Of Birth

Date

If InPAY linked – Date of birth

gender

Gender

Text

If InPAY Linked – Gender

employeeType

Employee Type

Text

Worker Type (PAYE/LTD) if match found.

Only used if the Placement.employeeType field is blank.





CorporateUser



Consultant

ID *


Integer

Ref Code (prefixed with “BH-”)

email *

Primary Email

Text

Email

firstName *

First Name

Text

Firstname

lastName *

First Name

Text

Lastname

namePrefix

Title

Text

Title

phone

Phone

Text

Phone

address.address1

Address

Text

Street 1

address.address2


Text

Street 2

address.city

City

Text

Town

address.state

State

Text

County

address.zip

Postal Code

Text

PostCode

address.countryID

Country

Country - Drop Down

Country



5. Advanced Configuration