RSM InTime Placement to Sage Intacct Project
First published on: 07/15/2025/5:14 pm
Workflow Description
- The workflow is designed to scan RSM InTime at regular intervals, retrieving all new and modified placement since the last execution. It validates whether each project already exists in Sage Intacct, if found, the project record is updated; otherwise, a new project is created.
- These placements will create projects in Sage which will be referenced in subsequent invoice creation workflows.
Mapping
The following mapping will be applied:
Create Project in Sage Intacct
|
RSM InTime (Placement) |
Sage Intacct (Project) |
Hardcoded Values / Comments |
|---|---|---|
|
externalid |
PROJECTID |
|
|
firstname + '-' + lastname |
NAME |
|
|
jobTitle |
DESCRIPTION |
|
|
|
PROJECTCATEGORY |
Contract |
|
start |
BEGINDATE |
|
|
end |
ENDDATE |
|
|
accountRef |
CUSTOMERID |
|
|
purchaseDivision |
DEPARTMENTNAME |
|
| purchaseDepartment | LOCATIONNAME |
|
Last modified: 07/17/2025/2:07 pm |