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RSM InTime Client to Sage Intacct Customer

First published on: 07/10/2025/3:25 pm

Workflow Description

The workflow is designed to scan RSM InTime at regular intervals, retrieving all new and modified clients since the last execution. It validates whether each customer already exists in Sage Intacct—if found, the customer record is updated; otherwise, a new customer is created.

Mapping

The following mapping will be applied:

InTime	Intacct	Comments
Company.accountsRef	CUSTOMERID	Customer ID to create. Required if company does not use auto-numbering.
Company.name	NAME	Name
	PRINTAS	Print as
Company.invoicingContact.lastname + “, “ + Company.invoiceContact.firstname	CONTACTNAME	If left blank, system will create the name as [NAME](C[CUSTOMERID])
Company.name	COMPANYNAME	Company name
	TAXABLE	Taxable. Use false for No, true for Yes. (Default: true)
	TAXGROUP	Contact tax group name
	PREFIX	Prefix
Company.invoicingContact.firstname	FIRSTNAME	First name
Company.invoicingContact.lastname	LASTNAME	Last name
	INITIAL	Middle name
Company.invoicingContact.phone	PHONE1	Primary phone number
	PHONE2	Secondary phone number
Company.invoicingContact.mobile	CELLPHONE	Cellular phone number
	PAGER	Pager number
Company.invoicingContact.fax	FAX	Fax number
Company.invoicingContact.email	EMAIL1	Primary email address
	EMAIL2	Secondary email address
	URL1	Primary URL
	URL2	Secondary URL
Company.invoicingContact.address.line1	ADDRESS1	Address line 1
Company.invoicingContact.address.line2	ADDRESS2	Address line 2
Company.invoicingContact.address.town	CITY	City
Company.invoicingContact.address.county	STATE	State/province
Company.invoicingContact.address.postcode	ZIP	Zip/postal code
Company.invoicingContact.address.country	COUNTRY	Country
Company.invoicingContact.address.countryCode	ISOCOUNTRYCODE	ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
“active”	STATUS	Status. Use active for Active or inactive for Inactive (Default: active)
“false”	ONETIME	One time. Use false for No, true for Yes. (Default: false)
“false”	HIDEDISPLAYCONTACT	Exclude from contact list. Use false for No, true for Yes. (Default: false)
	CUSTTYPE	Customer type ID
	CUSTREPID	Sales rep employee ID
	PARENTID	Parent customer ID
	GLGROUP	GL group name
	TERRITORYID	Territory ID
	SUPDOCID	Attachments ID
	TERMNAME	Payment term
	OFFSETGLACCOUNTNO	Offset AR GL account number
Client.Company.nominalCode	ARACCOUNT	Default AR GL account number
	SHIPPINGMETHOD	Shipping method
	RESALENO	Resale number
	TAXID	Tax ID
	CREDITLIMIT	Credit limit
	RETAINAGEPERCENTAGE	Default retainage percentage for customers. (Construction subscription)
“false”	ONHOLD	On hold. Use false for No, true for Yes. (Default: false)
Client.Company.invoiceDeliveryMethod?	DELIVERY_OPTIONS	Delivery method. Use either Print, E-Mail, or Print#~#E-Mail for both. If using E-Mail, the customer contact must have a valid e-mail address.
	CUSTMESSAGEID	Default invoice message
“false”	EMAILOPTIN	Accept emailed invoices option. Use false for No, true for Yes. Applicable only for companies configured for South Africa (ZA) VAT.
	COMMENTS	Comments
Client.Company.currency	CURRENCY	Default currency code
	ADVBILLBY	Bill in advance. Number of months or days before the start date. Use 0 through 9.
	ADVBILLBYTYPE	Bill-in-advance time period. Required if using bill in advance. Use days or months.
	ARINVOICEPRINTTEMPLATEID	Print option - AR invoice template name
	OEQUOTEPRINTTEMPLATEID	Print option - OE quote template name
	OEORDERPRINTTEMPLATEID	Print option - OE order template name
	OELISTPRINTTEMPLATEID	Print option - OE list template name
	OEINVOICEPRINTTEMPLATEID	Print option - OE invoice template name
	OEADJPRINTTEMPLATEID	Print option - OE adjustment template name
	OEOTHERPRINTTEMPLATEID	Print option - OE other template name
	CONTACTINFO	Primary contact. If blank system will use DISPLAYCONTACT.
	CONTACTNAME	Primary contact name
	BILLTO	Bill to contact. If blank system will use DISPLAYCONTACT.
	CONTACTNAME	Bill to contact name
	SHIPTO	Ship to contact. If blank system will use DISPLAYCONTACT.
	CONTACTNAME	Ship to contact name
	CONTACT_LIST_INFO	Contact list (alternative to CUSTOMERCONTACTS). Multiple individual CONTACT_LIST_INFO elements may be passed. If this parameter and CUSTOMERCONTACTS are both provided, CUSTOMERCONTACTS is used. If neither are provided, any values supplied for other contacts (Primary, Bill to, or Ship to) are used to create a contact list.
	CATEGORYNAME	Contact category, such as work, home, and so forth.
	CONTACT	Category
	CUSTOMERCONTACTS	Contact list (alternative to CONTACT_LIST_INFO). If this parameter and CONTACT_LIST_INFO are both provided, CUSTOMERCONTACTS is used. If neither are provided, any values supplied for other contacts (Primary, Bill to, or Ship to) are used to create a contact list.
	CATEGORYNAME	Contact category, such as work, home, and so forth.
	CONTACT	Contact
	NAME	Contact name
	OBJECTRESTRICTION	Restriction type. Use Unrestricted, RootOnly, or Restricted. (Default Unrestricted)
	RESTRICTEDLOCATIONS	Restricted location ID’s. Use if OBJECTRESTRICTION is Restricted. Implode multiple ID’s with #~#.
	RESTRICTEDDEPARTMENTS	Restricted department ID’s. Use if OBJECTRESTRICTION is Restricted. Implode multiple ID’s with #~#.
	CUSTOMEREMAILTEMPLATES	Custom email templates to override the default email templates associated with transaction definitions. You choose existing custom email templates to use for this customer, optionally specifying the transactions to which they apply.
	CUSTOMEREMAILTEMPLATE
	DOCPARID	Transaction definition that will use this email template. Applicable only for Order Entry, Purchasing, and Contract email templates.
	EMAILTEMPLATENAME	Name of the email template
	Custom fields	Custom fields. For a multi-pick-list custom field, implode multiple field values with #~#.

Last modified: 07/17/2025/2:06 pm

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Workflow Description
Mapping