Introduction

The Merit Import facility requires several separate .CSV files for their import. Please note, on each file there will be several columns for data that is required by Merit that is not held within itris. This is shown as N/A below and will be handled by Merit when the files are imported as this may be information already held within Merit.

The File Structure detailed below highlights what fields have been marked as mandatory from Merits perspective. itris will export the data regardless as to how complete it is (e.g. if no Date of Birth is recorded on any applicants, the field will still be exported).

Please note N/A refers to fields where data is not held in itris.

Placements.csv Export

These are itris Interval Charge Placements (Temporary & Contract) that meet the export criteria.

Exported Column Name	Mandatory in Merit	Data Format	itris (front end) Field Name	Additional Notes
Placement ID	Yes	String	Placement ID
Start Date	Yes	Date	Start Date	Formatted as DD-MM-YYYY
End Date	No	Date	Placement End Date	Formatted as DD-MM-YYYY
Employee ID	Yes	String	Company Id
Clients ID	Yes	String	Company Id
Department ID	No	String	N/A
Division ID	No	String	Placement Record Custom Field value	This must be either a Text or Number custom field
Site ID	No	String	Address Id of ‘Placement Default’ Address
PO Number	No	String	Placement Purchase Order Number
Other Reference	No	String	N/A
Consultant 1 ID	Yes	String	Placement ‘Filled By’ User Id	This is the filled by user.
Consultant 1 Percentage	No	Integer	Placement ‘Filled By’ Split Percentage	The export can handle the splits for a maximum of 3 users.
Consultant 2 ID	No	String	1st Split Fee User Id
Consultant 2 Percentage	No	Integer	1st Split Fee User Percentage
Consultant 3 ID	No	String	2nd Split Fee User Id
Consultant 3 Percentage	No	Integer	2nd Split Fee User Percentage
Placement Comments	No	String	N/A
Job Description	Yes	String	Placement Job Title
Pay Description 1	Yes	String	First Created Rate Name
Pay Rate 1	Yes	Integer	First Created Rate Pay
Charge Rate 1	Yes	Integer	First Created Rate Charge
Pay Description 2	No	String	Rate Name	Rates will be added in order of creation date (oldest to newest)
Pay Rate 2	No	Integer	Rate Pay
Charge Rate 2	No	Integer	Rate Charge
Pay Description 3	No	String	Rate Name
Pay Rate 3	No	Integer	Rate Pay
Charge Rate 3	No	Integer	Rate Charge
Pay Description 4	No	String	Rate Name
Pay Rate 4	No	Integer	Rate Pay
Charge Rate 4	No	Integer	Rate Charge
Pay Description 5	No	String	Rate Name
Pay Rate 5	No	Integer	Rate Pay
Charge Rate 5	No	Integer	Rate Charge
Pay Description 6	No	String	Rate Name
Pay Rate 6	No	Integer	Rate Pay
Charge Rate 6	No	Integer	Rate Charge
Pay Description 7	No	String	Rate Name
Pay Rate 7	No	Integer	Rate Pay
Charge Rate 7	No	Integer	Rate Charge
Pay Description 8	No	String	Rate Name
Pay Rate 8	No	Integer	Rate Pay
Charge Rate 8	No	Integer	Rate Charge
Primary Authoriser Forename	No	String	N/A
Primary Authoriser Surname	No	String	N/A
Primary Authoriser Email	No	String	N/A
Primary Authoriser Mobile	No	Integer	N/A
Secondary Authoriser Forename	No	String	N/A
Secondary Authoriser Surname	No	String	N/A
Secondary Authoriser Email	No	String	N/A
Secondary Authoriser Mobile	No	Integer	N/A
Billing Currency	No	String	Placement Charge Currency
Payment Currency	No	String	Placement Pay Currency
AWR Comp Pay Rate	No	Integer	N/A
AWR Comp Chg Rate	No	Integer	N/A
AWR Comp Hol Days	No	Integer	N/A
OLT Hide Timesheet Times	No	Boolean	N/A
Direct Engagement	No	Boolean	N/A
Work Location	No	String	N/A
Online	No	Boolean	N/A
TORP (temp or perm)	No	T/P/Temp/Perm	T	T = Temporary / Contract
Permanent Invoice Text	No	String	N/A
Effective Date (pay rate)	No	Integer	N/A
Payment Vehicle	No	PAYE/LTD/SE/CIS	Mapped in filters
Umbrella Company	No	String	Umbrella Company Id	Only applicable when placement type is Umbrella Company
IR35 Status	No	Inside/Outside	N/A
Comments 3	No	String	N/A
VM System	No	String	N/A
Placement Contact	No	String	Placement Main Contact Id
Pay Rate 1 Start Date	Yes	Date	Rate Effective From
Pay Rate 1 End Date	Yes	Date	Rate Effective To
Pay Rate 2 Start Date	Yes	Date	Rate Effective From
Pay Rate 2 End Date	Yes	Date	Rate Effective To
Pay Rate 3 Start Date	Yes	Date	Rate Effective From
Pay Rate 3 End Date	Yes	Date	Rate Effective To
Pay Rate 4 Start Date	Yes	Date	Rate Effective From
Pay Rate 4 End Date	Yes	Date	Rate Effective To
Pay Rate 5 Start Date	Yes	Date	Rate Effective From
Pay Rate 5 End Date	Yes	Date	Rate Effective To
Pay Rate 6 Start Date	Yes	Date	Rate Effective From
Pay Rate 6 End Date	Yes	Date	Rate Effective To
Pay Rate 7 Start Date	Yes	Date	Rate Effective From
Pay Rate 7 End Date	Yes	Date	Rate Effective To
Pay Rate 8 Start Date	Yes	Date	Rate Effective From
Pay Rate 8 End Date	Yes	Date	Rate Effective To

Invoices.csv Export

These are itris Fixed Fee Placements (Permanent, Temporary & Contract) that meet the export criteria. This will also include relevant Rebates.

Exported Column Name	Mandatory in Merit	Data Format	itris (front end) Field Name	Additional Notes
Office Number	Office Number	Yes	Integer	Supplied in filter
Invoice Number	Invoice Number	No	String	N/A
Frequency	Yes	W/M	Supplied in filter	Formatted as Weekly=W, Monthly=M
Invoice Type	Yes	Invoice/Credit	Placement=Invoice, Rebate=Credit	It is possible for the same placement to be included twice within this export file, once for a placement and once for a rebate.
Temp or Perm	No	T/P	Placement Type	Formatted as Temporary/Contract=T, Permanent=P
Invoice Date	Yes	Date	Placement Start Date	Formatted as DD-MM-YYYY
Consultant 1 ID	Yes	String	Placement “Filled By” User Id	This is the filled by user.
Consultant 1 Percentage	No	Integer	Placement ‘Filled By’ Split Percentage	The export can handle the splits for a maximum of 3 users.
Consultant 2 ID	No	String	1st Split Fee User Id
Consultant 2 Percentage	No	Integer	1st Split Fee User Percentage
Consultant 3 ID	No	String	2nd Split Fee User Id
Consultant 3 Percentage	No	Integer	2nd Split Fee User Percentage
Ref	No	String	Placement PO Number
Ref 2	No	String	N/A
Nominal Code	No	String	N/A
Client Account	Yes	String	Company Id
Site Account	No	String	Placement Address Id
VAT Rate	No	Integer	N/A
Contact	No	String	Placement “Main” Contact Id
Body Text 1	Yes	String	Placement Id - Applicant First Name - Applicant Last Name - Placement Job Title
Body Value 1	No	Integer	Placement Charge Value/Rebate Amount	This does not include the currency symbol
Body VAT 1	No	Integer	N/A
Body Text 2	No	String	N/A
Body Value 2	No	Integer	N/A
Body VAT 2	No	Integer	N/A
Body Text 3	No	String	N/A
Body Value 3	No	Integer	N/A
Body VAT 3	No	Integer	N/A
Body Text 4	No	String	N/A
Body Value 4	No	Integer	N/A
Body VAT 4	No	Integer	N/A
Body Text 5	No	String	N/A
Body Value 5	No	Integer	N/A
Body VAT 5	No	Integer	N/A
Body Text 6	No	String	N/A
Body Value 6	No	Integer	N/A
Body VAT 6	No	Integer	N/A
Body Text 7	No	String	N/A
Body Value 7	No	Integer	N/A
Body VAT 7	No	Integer	N/A
Body Text 8	No	String	N/A
Body Value 8	No	Integer	N/A
Body VAT 8	No	Integer	N/A
Division	No	String	Placement Record Custom Field value	This must be either a Text or Number custom field

Clients.csv Export

These are itris Companies & Contacts for placements that are referenced in either Invoices.csv or Placements.csv.

There may be multiple rows per company to cater for each contact at the company that is exported.

Exported Column Name	Mandatory in Merit	Data Format	itris (front end) Field Name
Office Number	Yes	Integer	Supplied in filters
Account Number	Yes	String	Company Id Number
Client Name	Yes	String	Company Name
Add1	No	String	Contact Default Address Line 1
Add2	No	String	Contact Default Address Line 2
Add3	No	String	Contact Default Address Line 3
Add4	No	String	Contact Default Address Line 4
Add5	No	String	Contact Default Address Line 5
Post Code	No	String	Contact Default Address Post Code
Tel No.	No	Integer	Company ‘Default Phone’ Telephone Number
Fax No.	No	Integer	N/A
Contact Name	No	String	Contact Full Name (including Middle Name(s))
Contact Position	No	String	Contact Job Title
Contact Tel No.	No	Integer	Contact ‘Default Phone’ Telephone Number
Email Invoices	No	Boolean	N/A
Frequency	No	W/M	N/A
Multiple TS per Inv	No	Boolean	N/A
Vat Indicator	No	String	N/A
Consultant	No	String	Company Owner (Full Name - including Middle name(s))
Invoice Basis	No	Inclusive/Exclusive	N/A
Charge NIC	No	Actual/Notional	N/A
Charge WTR	No	Actual/Notional	N/A
NIC Notional Pct	No	Integer	N/A
WTR Notional Pct	No	Integer	N/A
Display cost of sale	No	Boolean	N/A
Accrual Discount %	No	Integer	N/A
Email Address	No	String	Contact ‘Default Email’ Email Address
Stat Account	No	String	N/A
User F4	No	String	N/A
Payment Terms	No	String	N/A
Frameworks	No	String	N/A
Split on Payno	No	Boolean	N/A
Split on Order No	No	Boolean	N/A
Split on Second Ref	No	Boolean	N/A
Group Multiple weeks on single invoice	No	Boolean	N/A

Sites.csv Export

These are the placements default addresses for those placements referenced in either Invoices.csv or Placements.csv.

Exported Column Name	Mandatory in Merit	Data Format	itris (front end) Field Name
Office Number	Yes	Integer	Supplied in filter
Account Number	Yes	String	Company Id Number
Site Number	Yes	String	Address Id Number
Site Name	Yes	String	Address Name / Address Type
Add1	No	String	Address Line 1
Add2	No	String	Address Line 2
Add3	No	String	Address Line 3
Add4	No	String	Address Line 4
Add5	No	String	Address Line 5
Post Code	No	String	Address Post Code
Tel No.	No	Integer	N/A
Fax No.	No	Integer	N/A
Contact Name	No	String	N/A
Email Invoices	No	Boolean	N/A
Frequency	No	W/M	N/A
Email Address	No	String	N/A
Vat Indicator	No	String	N/A
Multiple TS per Inv	No	Boolean	N/A
Invoice Basis	No	Inclusive/Exclusive	N/A
Charge NIC	No	Actual/Notional	N/A
Charge WTR	No	Actual/Notional	N/A
NIC Notional Pct	No	Integer	N/A
WTR Notional Pct	No	Integer	N/A
Display cost of sale	No	Boolean	N/A

Employees.csv Export

These are itris applicants for placements that are referenced in Placements.csv.

Exported Column Name	Mandatory in Merit	Data Format	itris (front end) Field Name	Additional Notes
Gender	If PAYE	M/F	Gender	Formatted as Male=M, Female=F, Any Other or Blank=Blank
DoB	If PAYE	Date	Birth Date	Formatted as DD-MM-YYYY
NiNo	If PAYE	String	National Identifier
Office Number	Yes	Integer	Supplied in filter
Pay Number	Yes	String	Applicant Id Number
Surname	Yes	String	Last Name
Forenames	Yes	String	First Name & Middle Name(s)
Tax Type	Yes	PAYE/LTD/CIS/SE	Supplied in filter	If the applicant has multiple placements within the same export that use different tax types then the most recent placements employment type list item/Tax type (depending on the mapping) will be used
DoJ	Yes	Date	Applicant Created On Date	Formatted as DD-MM-YYYY
Payee Name	Yes	String	Full name (including middle names)
Frequency	Yes	W/M/4/F	Supplied in filter Above	Formatted as Weekly=W, Fortnightly=F, 4-Weekly=4, Monthly=M
Pay Method	Yes	Integer	3	On Merits advice this will default to 3 (BACS)
Title	No	String	Title	Mr/Mrs etc.
Add1	No	String	Address line 1	Default Address
Add2	No	String	Address line 2	Default Address
Add3	No	String	Address line 3	Default Address
Add4	No	String	Address line 4	Default Address
Post Code	No	String	Post Code	Default Address
Tel No.	No	Integer	‘Default Phone’ Telephone Number
Mobile	No	Integer	‘Default SMS’ Telephone Number
Email	No	String	‘Default Email’ Email Address
VAT Y/N	No	Boolean	N/A	Not recorded in itris
Vat Regno	No	String	N/A	Not recorded in itris
Account Number	No	Integer	N/A	Not recorded in itris
Sort Code	No	Integer	N/A	Not recorded in itris
B Soc Ref	No	String	N/A	Not recorded in itris
Tax Code	No	String	N/A	Not recorded in itris
Tax Base	No	Integer	N/A	Not recorded in itris
Ni Code	No	Alpha	N/A	Not recorded in itris
Email Payslip Flag	No	Boolean	0	On Merits recommendation this is set as 0
Umbrella Company Code	No	String	Umbrella Company ID Number	This will use the Id number of the Umbrella company associated with the placement the applicant is linked to. Detailed information on the umbrella company will be included on the umbrellas.csv. If the applicant has multiple placements within the same export that use different umbrella companies then the most recent placements umbrella company will be exported.
Self Billing	No	Boolean	N/A
Nationality	No	String	Applicant Nationality	.
Alternative Address	No	String	N/A
Alternative Address 2	No	String	N/A
Alternative Address 3	No	String	N/A
Alternative Address 4	No	String	N/A
Alternative Post code	No	String	N/A
Company Reg No	No	String	Trading Entity Registration Number	This will use the registration number of the Trading Entity associated with the placement the applicant is linked to where the employment type is Ltd Company. If the applicant has multiple placements within the same export that use different Ltd Companies then the most recent placements Linked Ltd Company will be used.
External ID	No	String	Applicant Id Number
IR35 Status	No	Inside/Outside	N/A
DRC Applies	No	Boolean	N/A
Holiday Method	No	Z/V/I/H/D/E	N/A
Post Graduate Loan	No	Boolean	N/A
48 Hour Opt Out	No	Boolean	N/A
Student Loan	No	Boolean	N/A
Repaying Student Loan Direct	No	Boolean	N/A
Student Loan Plan Type	No	38018	N/A
LTD Company Name	No	String	Trading Entity Name	Name of the company used in Company Reg No
Online	No	Boolean	N/A

Umbrella.csv Export

These are itris Umbrella companies for placements that are referenced in either Invoices.csv or Placements.csv.

Exported Column Name	Mandatory in Merit	Data Format	itris (front end) Field Name
Umbrella/Supplier ID	Yes	Integer	Company Id
Name	Yes	String	Company Name
Type	No	LTD/CIS	N/A
Address1	No	String	‘Company Default’ Address Line 1
Address2	No	String	‘Company Default’ Address Line 2
Address3	No	String	‘Company Default’ Address Line 3
Address4	No	String	‘Company Default’ Address Line 4
Post Code	No	String	‘Company Default’ Address Post Code
Tel No.	No	Integer	‘Default Phone’ Telephone Number
Email Address	No	String	‘Default Email’ Email Address
Sort Code	No	Integer	N/A
Account number	No	Integer	N/A
IBAN	No	Integer	N/A
Swift Code	No	Integer	N/A
Registration Number	No	Integer	Company Registration Number
CIS UTR	No	Integer	N/A
CIS Business Type	No	Sole Trader / Partnership / Trust / Company	N/A
VAT Registered	No	Boolean	N/A
VAT Number	No	Integer	N/A
Self Billing	No	Boolean	N/A
2nd Tier Supplier	No	Boolean	N/A

Consultants.csv Export

This contains all active itris users.

Exported Column Name	Mandatory in Merit	Data Format	itris (front end) Field Name	Additional Notes
Consultant ID	Yes	String	User Id
Division	No	String	N/A
Consultant Name	No	String	User Full Name	Including middle name(s)
Cost Code	No	String	N/A
Telephone	No	Integer	User Business Number	Without extension
Controller	No	String	N/A
Job Description	No	String	User Job Title
Team Name	No	String	Team Name

Financial Integrations | Merit Export Data

Introduction

Placements.csv Export

Invoices.csv Export

Clients.csv Export

Sites.csv Export

Employees.csv Export

Umbrella.csv Export

Consultants.csv Export

Knowledgebase

Resources

Contact

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