Umbrella Import Fields
- Mark Holland (Unlicensed)
- Craig Fordham
- Ibrahim.Ali
Owned by Mark Holland (Unlicensed)
This section defines the import fields relevant to umbrella companies. Note that the mandatory column indicates the minimum that is required to import an umbrella. Other fields may be necessary for particular processes and will depend on your particular installation. For example, if you will raise invoices for this umbrella then you would need to supply the invoicing address, otherwise you will not be able to raise an invoice.
| Name | Field | Equivalent InTIME Webservice Field | Description | Type | Format | Constraints | Mandatory |
|---|---|---|---|---|---|---|---|
| Name | LCP_NAME | Provider.name | The name of the umbrella | String(80) | Yes | ||
| Created Date | LCP_CREATED | Provider.created (Read Only) | The date and time the umbrella was created. This value should be supplied if possible, otherwise it will be defaulted to the time when the record is created in InTime. | DateTime | No | ||
| Modified Date | LCP_MODIFIED | Provider.modified (Read Only) | The date and time the umbrella was modified. This value should be provided if possible as it allows InTime to determine if the record needs to be updated | DateTime | No | ||
| Reference | LCP_ITRIS_ID | Provider.externalId | The reference for this provider | String(30) | Yes | ||
| Accounts Reference | LCP_ACCOUNTS_REF | Provider.accountsRef | The accounts reference for this provider | String(50) | No | ||
| Phone | LCP_PHONE | Provider.primaryContact.phone | The main phone number | String(30) | No | ||
| Fax | LCP_FAX | Provider.primaryContact.fax | The main fax number | String(30) | No | ||
| Company Number | LCP_COMPANY_NUM | Provider.companyNo | The company's registration number | String(50) | No | ||
| VAT Number | LCP_VAT_REG_NUM | Provider.companyVatNo | The company's VAT number | String(50) | No | ||
| Self Billing | LCP_SELF_BILL | Provider.selfBilling | Whether this umbrella is set to self-billing | Boolean | Y/true/1 OR N/false/0 | No | |
| Currency | LCP_DEFAULT_CURRENCY | Provider.currency | The default currency for this umbrella | String | ISO 3 Digit Code | No | |
| Tax Code | LCP_TAX_CODE | Provider.vatCode | The umbrella's Tax Code | String | Must be a configured tax code | No | |
| Second Tier Indicator | LCP_2ND_TIER | Provider.secondTierAgency | Whether this is umbrella is acting as a second tier agency. Only applicable to some agencies | Boolean | Y/true/1 OR N/false/0 | No | |
| Main Address | |||||||
| Address Line 1 | LCP_STREET1 | Provider.primaryContact. | First line of the address | String(80) | No | ||
| Address Line 2 | LCP_STREET2 | Provider.primaryContact. | Second line of the address | String(80) | No | ||
| Town/City | LCP_TOWN | Provider.primaryContact. | Town or City | String(80) | No | ||
| County | LCP_COUNTY | Provider.primaryContact. | County | String(80) | No | ||
| Country | LCP_COUNTRY | Provider.primaryContact. | Country | String(80) | No | ||
| Country Code | LCP_PRI_COUNTRY_CODE | Provider.primaryContact. | Country Code | String(2) | A 2 digit ISO country code | No | |
| Postcode | LCP_POSTCODE | Provider.primaryContact. | Postcode | String(20) | No | ||
| Invoicing Detail | |||||||
| Contact's first name | LCP_IC_FIRSTNAME | Provider.invoicingContact.firstname | The first name of the invoicing contact | String(255) | Yes | ||
| Contact's last name | LCP_IC_LASTNAME | Provider.invoicingContact.lastname | The second name of the invoicing contact | String(255) | Yes | ||
| Email address | LCP_IC_EMAIL | Provider.invoicingContact.email | The email address of the invoicing contact | String(255) | A valid email address | Yes | |
| Mobile | LCP_INV_MOBILE | Provider.invoicingContact.mobile | The mobile number of the invoicing contact | String(30) | No | ||
| Phone | LCP_INV_PHONE | Provider.invoicingContact.phone | The phone number of the invoicing contact | String(30) | No | ||
| Fax | LCP_INV_FAX | Provider.invoicingContact.fax | The fax number of the invoicing contact | String(30) | No | ||
| Delivery method | LCP_INV_DELIVERY | Provider.deliveryMethod | The delivery method | String | "Email" or "Post" | No | |
| Payment Term | LCP_PAYTERM_TEMPL | Provider.termsTemplateName | The payment term used for this umbrella | String | No | ||
| LCP_TERMS_DAYS | Provider.termsDays | The number of days used in conjunction with the terms type to calculate the payment due date | Positive Integer | No | |||
| Terms Type | LCP_TERMS_TYPE | Provider.termsType | How the payment 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 | |
| Invoicing Address | |||||||
| Address Line 1 | LCP_INV_STREET1 | Provider.invoicingContact.address.line1 | The first line of the address | String(80) | Yes | ||
| Address Line 2 | LCP_INV_STREET2 | Provider.invoicingContact.address.line2 | The second line of the address | String(80) | No | ||
| Town/City | LCP_INV_TOWN | Provider.invoicingContact.address.town | The town or ciy | String(80) | Yes | ||
| County | LCP_INV_COUNTY | Provider.invoicingContact.address.county | The county | String(80) | No | ||
| Country | LCP_INV_COUNTRY | Provider.invoicingContact.address.country | The country | String(80) | No | ||
| Country Code | LCP_COUNTRY_CODE | Provider.invoicingContact.address.countryCode | The country code | String(2) | A valid 2 digit ISO code | No, but needed for some international BACS formats. | |
| Postcode | LCP_INV_POSTCODE | Provider.invoicingContact.address.postcode | The postcode | String(20) | No | ||
| Payment Details | |||||||
| Payment Method | LCP_PAYMENT_TYPE | Provider. | The payment method | String | No | ||
| Bank | LCP_BANK | Provider.bankAccount.bank | The bank | String(50) | No | ||
| Bank Account Name | LCP_BANK_ACC_NAME | Provider.bankAccount.accountName | The bank account name | String(150) | No | ||
| Bank Account Number | LCP_BANK_ACC_NUM | Provider.bankAccount.accountNumber | The bank account number | String(20) | ^[0-9]{8}$ unless overridden | No | |
| Sort Code | LCP_SORT_CODE | Provider.bankAccount.sortCode | The sort code | String(20) | ^\\d{2}[-]?\\d{2}[-]?\\d{2}$ (unless overridden) | No | |
| Transit Number | LCP_BANK_TRANSIT_NUM | Provider.bankAccount.bankTransitNumber | The bank transit number | String(50) | No | ||
| Swift Code | LCP_BANK_SWIFT_CODE | Provider.bankAccount.swiftCode | The swift code | String(15) | No | ||
| IBAN | LCP_BANK_IBAN_NUM | Provider.bankAccount.iBAN | The IBAN | String(40) | No | ||