The following fields are used when importing a placement. There are two different ways you can import placement data.

Option 1 - Separate Rate and Placement Rows

With this option each row begins with either a "P" or an "R". Lines beginning with "P" indicate that the row contains information about the Placement. Lines beginning with "R" indicate rows that contain Rate information. Each Placement row must be followed by 1 or more Rate rows. A file would look like the example below:

P,P0001,All the other columns that define the placement
R,P0001,Information about the first rate on the placement
R,P0001,Information about the second rate on the placement

The first line provides the information about a placement with reference P0001. The second and third lines provide the information for each of the rates on this placement.

Option 2 - Combined Rate and Placement Rows

With this option the placement information is repeated for each rate on the placement. Whereas with option 1 the line begins with "P" or "R", no such identifier is required with this option. The example above would instead look like below:

P0001,All the columns about the placement,All the columns about the first rate
P0001,All the columns about the placement,All the columns about the second rate

The different methods produce the same result.

Please note that you must also include information about the consultant, contractor, manager and client. The fields for these entities are defined in their own sections

Name	Field	Equivalent InTIME Webservice Field	Description	Type	Format	Constraints	Mandatory
Reference	PLA_ITRIS_ID	Placement.externalId	A reference for the placement	String(20)			Yes
Job Title	PLA_JOB_TITLE	Placement.jobTitle	The job title	String(100)			Yes
Job Description	PLA_JOB_DESCRIPTION	Placement.jobDescription	The job description	String(1000)			No
Purchase Order Number	PLA_PURCHASE_ORDER_NUM	Placement.purchaseOrderNum	A purchase order number	String(50)			No
Default Rate	PLA_DEFAULT_RATE	N/A - First rate in list sent	The name of the rate that is the default, i.e. the one that appears at the top of the list when a timesheet is created	String(80)		Must be a valid rate name and match one of the rate names on the R line	Yes
Created Date Time	PLA_CREATED	Placement.created (Read Only)	The date and time that the placement was created	DateTime	yyyy-MM-ddTHH:mm:ss		No
Modified Date Time	PLA_MODIFIED	Placement.modified (Read Only)	The date and time that the placement was modified	DateTime	yyyy-MM-ddTHH:mm:ss		No
Placed Date	PLA_PLACED	Placement.placed	The date the worker was placed on the placement	DateTime	yyyy-MM-ddTHH:mm:ss		No
Start Date	PLA_START	Placement.start	The first date of the placement	Date	yyyy-MM-dd		Yes
End Date	PLA_END	Placement.end	The last date of the placement (or null for open ended)	Date	yyyy-MM-dd		No
Expense Template	PLA_EXPENSE_TEMPLATE	Placement.expenseTemplate	The name of the expense template to use for this placement	String		Must be the name of an existing expense template	No
Timesheet Period	PLA_TS_PERIOD	Placement.timesheetDateCalculatorName	The name of the timesheet period to use	String		Must be a configured period for the agency. Allowed Values.... weekly weekly_tue-mon weekly_wed-tue weekly_thurs-wed weekly_fri-thurs weekly_sat-fri weekly_sun-sat monthly monthly2nd monthly3rd monthly4th monthly5th monthly6th monthly7th monthly8th monthly9th monthly10th monthly11th monthly12th monthly13th monthly14th monthly15th monthly16th monthly17th monthly18th monthly19th monthly20th monthly21st monthly22th monthly23th monthly24th monthly25th monthly26th monthly27th monthly28th	Yes - but only if it is included in a custom CSV import configuration, is not included in default import specification and uses agency default.
Bulk Entry	PLA_BULK_ENTRY	Placement.bulkEntry	The placement is enabled for bulk entry of timesheets	Boolean	Y/true/1 OR N/false/0		No
Charge Currency	PLA_CURRENCY_CHARGE	Placement.currencyForCharge	The currency that items for this placement are charged in. Can be omitted in which case the currency of the client will be used	String	ISO 3 digit currency		No
Pay Currency	PLA_CURRENCY_PAY	Placement.currencyForPay	The currency in which timesheets and expenses will be paid. Can be omitted to use the default for the contractor	String	ISO 3 digit currency		No
Pay Currency Timesheets	PLA_CURRENCY_PAY_TS	Placement.currencyForPayTimesheets	If you wish to pay timesheets and expenses in different currencies then use this option	String	ISO 3 digit currency		No
Pay Currency Expenses	PLA_CURRENCY_PAY_EXP	Placement.currencyForPayExpenses	If you wish to pay timesheets and expenses in different currencies then use this option	String		ISO 3 digit currency	No
Split Commissions	PLA_CONSULTANT_SPLIT	Placement.splitCommissions	If you are using split commissions then you can send through a string value that describes the split. The format of this string is <Consultant Ref 1>:<Weight>\|<Consultant Ref 2>:<Weight 2>. For example, if you wanted to add a split commission of 30% to a consultant with reference R1 and 70% to a consultant with reference R2, the string would be R1:0.3\|R2:0.7
Client Site	PLA_CLIENT_SITE	Placement.clientSite	The site at which the work is being undertaken	String(80)			No
Delete	PLA_DELETE	N/A	Use this flag to delete a placement. Specify the value "delete" to delete a placement.	String		Placement cannot have any timesheets or expenses
Charge Terms	PLA_CHARGE_TERMS	Placement.chargeTermsOverride	If you wish to override the charge terms on this placement then you can use this field.	String		Must be the name of a charge term.	No
Paper Required	PLA_PAPER_REQUIRED	N/A	Whether a paper electronic upload is required	Boolean	Y/true/1 OR N/false/0		No
Tempaid Company ID	PLA_TEMPAID_COMPANY_ID	N/A	This field is only relevant to clients with a Tempaid back-end system. It provides an associate between the placement and a particular tempaid company	String			No
Holiday Accrual Rate	PLA_HOL_ACCRUAL_RATE	Placement.holidayAccrualRate	The holiday accrual rate as a decimal figure, e.g. 12% should be 0.12	Decimal			No
Post AWR Holiday Accrual Rate	PLA_HOL_ACCRUAL_AWR_RATE	Placement.holidayAccrualRatePostAWR	The post AWR holiday accrual rate as a decimal figure, e.g. 15% should be 0.15. Note that this is not applicable for all installations	Decimal			No
Placement Comms	PLA_NO_COMMS	Placement.noCommunications	Disables placement related communications for each user type. Expects a string containing a combination of the letters WCML which relates to Worker, Consultant, Manager and LtdCoUser respectively. E.g. "WCML" disables placement comms for all user types, "WM" disables comms for worker and manager, empty enables placement comms for all user types. Please note: this is Placement comms specific - setting to "WM" wills disable placement comms for the worker and manager but will NOT disable all InTime comms for these users. To do this you would need to use additional import columns WKR_NO_COMMS, MAN_NO_COMMS.	String			No
PAYE Deductions Applicable	PLA_PAYE_DEDUCTIONS_LTD	Placement.pAYEDeductionsOnLtd	If this placement is scope of IR35 so that PAYE deductions are applicable this needs to be ticked. NOTE: InPAY Deemed / IR35 module required!	Boolean	Y/true/1 OR N/false/0		No
PAYE Recharge	PLA_PAYE_RECHARGE_LTD		Tick this option to enable the ERNIC and pension recharge on the placement	Boolean	Y/true/1 OR N/false/0		No
Placement Agency Entry	PLA_AGENCY_ENTRY	Placement.agencyOnly	Ticks the "Agency" tickbox on the "Main" tab on placement. If ticked the worker cannot enter timesheets or expenses on this placement, these needing to be entered by the Agency.	Boolean	Y/true/1 OR N/false/0		No
Placement Invoice required PO	PLA_INVOICE_REQUIRES_PO	Placement.invoiceRequiresPO	Ticks the "Invoice Requires PO" tickbox on the "Financial" tab on the placement.	Boolean	Y/true/1 OR N/false/0		No
Placement Overtime Rules	PLA_OVERTIME_RULES	placement.overtimeRulesId	The overtime rules to use for the timesheets	String			No
Email Approval (Only applicable for clients with email approval)
For Timesheets	PLA_EMAIL_APPROVAL_ENABLED	Placement.timesheetEmailApproval	Enable email approval for timesheets on this placement	Boolean	Y/true/1 OR N/false/0		No
For Expenses	PLA_EXPENSE_EMAIL_APPROVAL_ENABLED	Placement.expenseEmailApproval	Enable email approval for expense items on this placement	Boolean	Y/true/1 OR N/false/0		No
Approval Routes
Timesheet	PLA_TS_APPROVAL_ROUTE	Placement.timesheetApprovalRoute	The approval route to use for timesheets	String		Must be the name of a configured approval route	No
Chargeable Expenses	PLA_CE_APPROVAL_ROUTE	Placement.chargeableExpenseApprovalRoute	The approval route to use for chargeable expenses	String		Must be the name of a configured approval route	No
Non-Chargeable Expenses	PLA_NCE_APPROVAL_ROUTE	Placement.nonChargeableExpenseApprovalRoute	The approval route to use for non-chargeable expenses	String		Must be the name of a configured approval route	No
Tax Code Override (if you wish to override the tax code on a placement then use this fields)
Self Bill Tax Code	PLA_SLFBILL_TAXCODE	Placement.selfBillTaxCodeOverride	The tax code for self bill invoices	String		Must be the code of an existing tax code	No
Client Tax Code	PLA_CLIENT_TAXCODE	Placement.chargeTaxCodeOverride	The tax code for client invoices	String		Must be the code of an existing tax code	No
Financial Categories
Sales Department	PLA_SALES_DEPT	Placement.salesDepartment	The sales department	String(80)			No
Purchase Department	PLA_PURCHASE_DEPT	Placement.purchaseDepartment	The purchase department	String(50)			No
Sales Sector	PLA_SALES_SECTOR	Placement.salesSector	The sales sector	String(50)			No
Purchase Sector	PLA_PURCHASE_SECTOR	Placement.purchaseSector	The purchase sector	String(50)			No
Sales Branch	PLA_SALES_BRANCH	Placement.salesBranch	The sales branch	String(50)			No
Purchase Branch	PLA_PURCHASE_BRANCH	Placement.purchaseBranch	The purchase branch	String(50)			No
Sales Location	PLA_SALES_LOCATION	Placement.salesLocation	The sales location	String(50)			No
Purchase Location	PLA_PURCHASE_LOCATION	Placement.purchaseLocation	The purchase location	String(50)			No
Sales Division	PLA_SALES_DIVISION	Placement.salesDivision	The sales division	String(50)			No
Purchase Division	PLA_PURCHASE_DIVISION	Placement.purchaseDivision	The purchase division	String(50)			No
Sales Cost Centre	PLA_SALES_COST_CENTRE	Placement.salesCostCentre	The sales cost centre	String(50)			No
Purchase Cost Centre	PLA_PURCHASE_COST_CENTRE	Placement.purchaseCostCentre	The purchase cost centre	String(50)			No
Sales Project Reference	PLA_PROJECT_REF	Placement.salesProject	The sales project reference	String(50)			No
Purchase Project Reference	PLA_PURCHASE_PROJECT	Placement.purchaseProject	The purchase project reference	String(50)			No
Rotations (Only applicable for clients with the rotations module). If using rotation on a placement then all fields are mandatory
Start Date	PLA_ROTATION_START	N/A	The date at which the rotation patter begins	Date			No
Unit Type	PLA_ROTATION_UNIT_TYPE	N/A	Whether the unit is days (0) or weeks (1)	Integer			No
Units On	PLA_ROTATION_UNITS_ON	N/A	The number of units on-rotation	Integer			No
Units Off	PLA_ROTATION_UNITS_OFF	N/A	The number of units off-rotation	Integer			No
Invoice Contact Override (only use these fields if you wish to override the invoice contact on the client)
Frontend Reference	PLA_SALES_INV_FRONTEND_REF	Placement.invoiceContactOverride.externalId	The unique reference for the invoice contact	String(255)		if the import finds an existing invoice contact at the same client with this reference, it uses and updates the same invoice contact.	No
First Name	PLA_SALES_INV_FIRSTNAME	Placement.invoiceContactOverride.firstname	The first name of the invoice contact	String(255)			No
Middle Name	PLA_SALES_INV_MIDDLENAME	N/A	The middle name of the invoice contact	String(255)			No
Last Name	PLA_SALES_INV_LASTNAME	Placement.invoiceContactOverride.lastname	The last name of the invoice contact	String(255)			No
Department	PLA_SALES_INV_DEPARTMENT	N/A	The department of the invoice contacy
Email	PLA_SALES_INV_EMAIL	Placement.invoiceContactOverride.	The email address of the invoice contact	String(255)		Valid email address	No
Telephone Number	PLA_SALES_INV_PHONE	Placement.invoiceContactOverride.	The telephone number of the invoice contact	String(30)			No
Street 1	PLA_SALES_INV_STREET1	Placement.invoiceContactOverride.address.line1		String(80)			No
Street 2	PLA_SALES_INV_STREET2	Placement.invoiceContactOverride.address.line2		String(80)			No
Town	PLA_SALES_INV_TOWN	Placement.invoiceContactOverride.address.town		String(80)			No
County	PLA_SALES_INV_COUNTY	Placement.invoiceContactOverride.address.county		String(80)			No
Postcode	PLA_SALES_INV_POSTCODE	Placement.invoiceContactOverride.address.postcode		String(20)			No
Country	PLA_SALES_INV_COUNTRY	Placement.invoiceContactOverride.address.country		String(80)			No
Country Code	PLA_SALES_INV_COUNTRY_CODE	Placement.invoiceContactOverride.address.countryCode		String(2)		ISO 2 digit country code	No
Placement Custom Text Fields
Custom Text1	PLA_CUSTOM_TEXT1	Placement.customText1		String			No
Custom Text2	PLA_CUSTOM_TEXT2	Placement.customText2		String			No
Custom Text3	PLA_CUSTOM_TEXT3	Placement.customText3		String			No
Custom Text4	PLA_CUSTOM_TEXT4	Placement.customtext4		String			No
Custom Text5	PLA_CUSTOM_TEXT5	Placement.customText5		String			No

The following images show how the import fields are mapped to the placement screen in RSM InTime

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