Client Import Fields
- Mark Holland (Unlicensed)
- Craig Fordham
- Sam Knowles
Owned by Mark Holland (Unlicensed)
The following fields control the import of data onto client records. Please note that the mandatory column indicates the minimum that is required to import a client into RSM InTime. However, your particular installation or business process may well require more fields to be supplied. For example, you can create a client without an invoicing address in RSM InTime but you will not be able to raised an invoice until you do so. You should therefore supply all the information that you can and ensure that the necessary operations and reporting can be completed.
| Name | Field | Equivalent InTIME Webservice Field | Description | Type | Format | Constraints | Mandatory |
|---|---|---|---|---|---|---|---|
| Name | CLI_NAME | Client.name | The client's name | String(80) | Yes | ||
| Created Date Time | CLI_CREATED | Client.created (Read Only) | The date and time that the placement was created | DateTime | No | ||
| Modified Date Time | CLI_MODIFIED | Client.modified (Read Only) | The date and time that the placement was modified | DateTime | No | ||
| Reference | CLI_ITRIS_ID | Client.externalId | The reference for the client. | String(30) | Yes | ||
| Accounts Ref | CLI_ACCOUNTS_REF | Client.accountsRef | The accounts reference for this client, i.e. how this client is referenced in your accounts package | String(50) | Usually♣ | ||
| Main Phone | CLI_PHONE | Client.primaryContact.phone | The client's main phone number | String(30) | No | ||
| Main Fax | CLI_FAX | Client.primaryContact.fax | The client's main fax number | String(30) | No | ||
| Nominal Code | CLI_NOMINAL_CODE | Client.nominalCode | The client's nominal code | String(8) | No | ||
| Company Registration Number | CLI_COMPANY_NO | Client.companyNo | String(50) | No | |||
| Debtor Number | CLI_DEBTOR_NUMBER | Client.debtorNumber | The debtor number for this client | String(50) | No | ||
| Company's VAT number | CLI_VAT_REG_NO | Client.companyvatNo | String(50) | No | |||
| Intermediary | CLI_INTERMEDIARY | Client.intermediary | Indicates that this client acts as an intermediary with respect to the HRMC employment intermediaries report | Boolean | Y/true/1 OR N/false/0 | No | |
| On Hold for PAYE processing | CLI_ON_HOLD | Client.onHold | Indicates that timesheets for PAYE workers associated with this client are on hold. The is a very specific field and only applicable to enterprise InPay linked systems | Boolean | Y/true/1 OR N/false/0 | No - Default False | |
| Currency | CLI_DEFAULT_CURRENCY | Client.currency | The default currency for this client | String(30) | ISO 3 digit code | No | |
| Timesheet Period | CLI_TS_PERIOD | Client.defaultTimesheetDateCalculator | The default timesheet period for this client's timesheets. This controls which option is selected by default when you create a new placement under this client. | String | Must be the name of a configured timesheet period | No | |
| Client's Main Address | |||||||
| Address Line 1 | CLI_STREET1 | Client.primaryContact.address.line1 | String(80) | No | |||
| Address Line 2 | CLI_STREET2 | Client.primaryContact.address.line2 | String(80) | No | |||
| Town/City | CLI_TOWN | Client.primaryContact.address.town | String(80) | No | |||
| County | CLI_COUNTY | Client.primaryContact.address.county | String(80) | No | |||
| Postcode | CLI_POSTCODE | Client.primaryContact.address.postcode | String(20) | No | |||
| Country | CLI_COUNTRY | Client.primaryContact.address.country | String(80) | No | |||
| Country Code | CLI_COUNTRY_CODE | Client.primaryContact.address.countryCode | String(2) | A 2 digit ISO country code | No | ||
| Client's Invoicing Address | |||||||
| Address Line 1 | CLI_INV_STREET1 | Client.invoicingContact.address.line1 | String(80) | Recommended | |||
| Address Line 2 | CLI_INV_STREET1A | N/A | |||||
| Address Line 2 | CLI_INV_STREET2 | Client.invoicingContact.address.line2 | String(80) | Recommended | |||
| Town/City | CLI_INV_TOWN | Client.invoicingContact.address.town | String(80) | Recommended | |||
| County | CLI_INV_COUNTY | Client.invoicingContact.address.county | String(80) | Recommended | |||
| Postcode | CLI_INV_POSTCODE | Client.invoicingContact.address.postcode | String(20) | Recommended | |||
| Country | CLI_INV_COUNTRY | Client.invoicingContact.address.country | String(80) | Recommended | |||
| Country Code | CLI_INV_COUNTRY_CODE | Client.invoicingContact.address.countryCode | String(2) | A 2 digit ISO country code | Needed for some accounts packages | ||
| Invoicing Details | |||||||
| Mobile | CLI_INV_MOBILE | Client.invoicingContact.mobile | String(30) | No | |||
| Phone | CLI_INV_PHONE | Client.invoicingContact.phone | String(30) | No | |||
| Fax | CLI_INV_FAX | Client.invoicingContact.fax | String(30) | No | |||
| First Name | CLI_IC_FIRSTNAME | Client.invoicingContact.firstname | String(255) | Recommended | |||
| Last Name | CLI_IC_LASTNAME | Client.invoicingContact.lastname | String(255) | Recommended | |||
| CLI_IC_EMAIL | Client.invoicingContact.email | String(255) | Recommended | ||||
| CLI_INV_TEMPL | Client.termsTemplateName | ||||||
| Payment Term | CLI_PAYTERM_TEMPL | Client.termsTemplateName | The payment term for this client | String | Must be a configured payment term | No | |
| Invoicing Period | CLI_INV_PERIOD | Client.invoicePeriod | The invoicing period for this client | String | "Weekly", "Two Weekly", "Four Weekly", "Calendar Monthly" or "445" | No | |
| Terms Days | CLI_TERMS_DAYS | Client.termsDays | The number of days used in conjunction with the terms template to calculate the due date | Positive Integer | No | ||
| Terms Type | CLI_TERMS_TYPE | Client.termsType | How the due date is calculated | String | "As Per Agreed" OR "As Per Agreed Terms and Conditions" "From Invoice Date" OR "Days From Invoice Date" OR "Days of Invoice Date" "Working Days From Invoice Date" "From Month End" OR "Days from Month End" "Days from End of Next Month" "Days from End of Month After Next" "Days from Sheet End Date" "Days from Submission Date" "Pay When Paid" | No | |
| Invoice Delivery Method | CLI_INV_DELIVERY | Client.invoiceDeliveryMethod | How invoices are delivered | String | "Email" or "Post" or "Not" | No | |
| Consolidation | CLI_INV_CONSOLIDATION | Client.consolidation - String[] Client.grouping - String[] (see 'Constants' part of documentation - InTime Webservices) | Controls how timesheets and expenses are consolidated to invoices | String | "Per Timesheet", "Per Client", "Per Manager", "Per Worker", "Per Placement", "Per Purchase Order" | No | |
| Tax Code | CLI_TAX_CODE | Client.vatCode | String | Must be a configured VAT code | No | ||
| Withholding Tax - These fields are only applicable for those installations where Withholding Tax has been purchased | |||||||
| Rate | CLI_WHT_RATE | Client.whtRate | The WHT Rate for this client | Decimal | No | ||
| Description | CLI_WHT_DESC | Client.whtDescription | The description for WHT lines on the invoices for this client | String(80) | No | ||
| Gross Up | CLI_WHT_GROSS_UP | Client.whtGrossUp | If this option is selected then WHT is grossed-up on the invoices. Otherwise the WHT lines will be shown separately | Boolean | Y/true/1 OR N/false/0 | No | |
| VAT Code | CLI_WHT_VAT_CODE | Client.whtVatCode | The VAT Code for WHT | String | Must be a configured VAT code | No | |
| Hide WHT | CLI_WHT_HIDE | Client.whtHideOnInvoices | Hide WHT on the invoice | Boolean | Y/true/1 OR N/false/0 | No | |
| Client.Client Custom Text Fields | |||||||
| Custom Text1 | CLI_CUSTOM_TEXT1 | Client.customText1 | String | No | |||
| Custom Text2 | CLI_CUSTOM_TEXT2 | Client.customText2 | String | No | |||
| Custom Text3 | CLI_CUSTOM_TEXT3 | Client.customtext3 | String | No | |||
| Custom Text4 | CLI_CUSTOM_TEXT4 | Client.customText4 | String | No | |||
| Custom Text5 | CLI_CUSTOM_TEXT5 | Client.customText5 | String | No | |||
Notes:
♣ This is normally configured to be mandatory