The RSM InTime integration sends placements from Loxo into your InTime account.
Connect Your Account
Open Settings, then Integrations.
On RSM InTime, enter Base URL, Client ID, and Client secret.
Click Save.
(Optional) Select Test connection. This does not send a placement, but will run the provided credentials to ensure a successful response: "Saved connection succeeded".
Check Enabled and save again to begin transmitting placement data to InTime.
Map the Required Fields
Select Configure Mappings.
Select Add mapping.
Choose the InTime field.
Set Value source to Constant or Custom field.
Enter the Value, or choose the custom field.
Custom fields come from: Placement, Job, Person, and Company.
Repeat for each field marked required:Worker · Worker details · Worker type
Worker · Worker details · Payment frequency
Placement · Timesheet approval route
Placement · Timesheet date calculator name
Placement · Layout
Placement · No communications
Rate · Name
Rate · Pay element code
Select Add recruiter mapping, choose the Loxo recruiter, then enter the InTime Consultant ID. Otherwise, recruiters are created in InTime automatically
Click Save Mappings.
Using the Integration
A placement from Loxo to InTime is sent when the integration is on, it is eligible, and either of these happens:
The placement is created with a pay rate & bill rate, both greater than zero.
One of these is added or changed on an existing placement:
person
job
start date
end date
job type
pay rate
bill rate
overtime rates
rate types
rate currencies
commission split
mapped custom field
Note: For job, person, and company fields, only data from active placements (i.e. no end date or end date in the future) is updated.
Frequently Asked Questions
Why are my credentials getting rejected?
Re-check your Base URL, Client ID, and Client Secret
When I enable the integration, do placements begin transmitting?
Only future placement data will be sent, no historical sync is run.
Do edits from InTime update Loxo?
No, the data is one-way from Loxo -> InTime only.