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
Email	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

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