Integrate with Total Back Office Solutions (TBOS)

How to set up a TBOS integration within your Firefish system.

What is Total Back Office Solutions?

Total Back Office Solutions (TBOS) is a back-office accounting function for Recruitment Agencies.

They help streamline existing Recruitment Agencies with pay & bill, credit control and statutory year-end accounts. They advise and support start-up Recruitment Agencies that want to focus on recruiting and allow TBOS to take on their back-office requirements.

TBOS also have their own in-house Umbrella Company exclusively for recruitment agencies using the back-office accounting solutions provided by TBOS.

If you aren't already a TBOS user then you can get in touch with them for a demo of their platform by contacting them here!

How it works: via the Firefish API

The Firefish API integration with TBOS allows all of your contracts placement information to be regularly sent and uploaded directly into TBOS behind the scenes. All information for all contract placements, terminations and extensions are updated every 15 minutes over a rolling 7 day period, meaning that any changes you make to any of your data will automatically appear in TBOS.

If you are a TBOS user and want to get connected, get in touch with your Firefish Success Champion or Support and we can arrange this for you.

You can find more information about the Firefish API here.

What information is sent?

Information sent from FF to TBOS Includes:

• Job Information including start and end dates and client approvers

• Contractor details such as personal and payment information

• Pay and charge information based on the billing information in Firefish

Below you will find a table of fields that are required by TBOS and are passed over from Firefish; you will see both the field name from Firefish and the corresponding field for TBOS.

Mandatory fields are highlighted and you should ensure information is populated for all of these.

Firefish Name	TBOS Field Name	Comments (If applicable)
User making the placement	Consultants Name
Pay Type - Candidate Pay Tab in FF	Limited Company/PAYE?
This is taken from the date that the placement is confirmed in FF	Date
Job Company Name	Client Name	Mandatory
Company Address fields in FF; including Town and Postcode	Registered Address	Mandatory
Account Company Name in FF	Invoicing Name	Mandatory
Accounts Company Address fields in FF; including Town and Postcode	Invoicing Address	Mandatory
Contact FirstName (Approver) AND Contact Surname (Approver) in FF	Client Contact	This will be the job contact if a timesheet approver is not selected/if the setting is not enabled
Contact WorkMob (Approver) in FF	Client Contact Number
N/A	Client Fax Number	This field is not available in FF
Contact Work Email (Approver) in FF	Client Email	Mandatory
N/A	Self - Bill Client	This field is not available in FF
N/A	External Portal	This field is not available in FF
N/A	External Portal Details	This field is not available in FF
Client Account Contact FullName in FF	Invoicing Contact	Mandatory
N/A	Invoicing Contact Number
N/A	Invoicing Fax Number	This field is not available in FF
Client Account Contact Email in FF	Invoicing Email	Mandatory
N/A	VAT Number
N/A	Registration Number
Candidate FirstName AND Candidate Surname in FF	Candidate Name	Mandatory
Candidate Address Fields in FF; including Town and Postcode	Candidate Address	Mandatory
Candidate Mobile in FF	Candidate Contact Number
Candidate Personal Email in FF	Candidate Email Address	Mandatory
Candidate Date of Birth in FF	Candidate Date of Birth	Mandatory
NI Number - Candidate Pay Tab in FF	Candidate NI Number	Mandatory
Gender M/F	Male/Female?	Mandatory
Ltd Name - Candidate Pay Tab in FF	Limited Company Name	Mandatory
Ltd Address fields; including town and postcode - Candidate Pay Tab in FF	Registered Address	Mandatory
N/A	Limited Company Contact
N/A	Limited Company Contact Number
LTD Email - Candidate Pay Tab	Limited Company Email	Mandatory
N/A	Registration Number
VAT Number - Candidate Pay Tab in FF	Limited Company VAT Number	Mandatory
Bank Name - Candidate Pay Tab in FF	Contractor Bank Name	Mandatory
N/A	Bank Address
Account Number - Candidate Pay Tab in FF	Bank Account Number	Mandatory
Sort Code - Candidate Pay Tab in FF	Sort Code	Mandatory
N/A	IBAN Number	This field is not available in FF
N/A	Swift/BIC Code	This field is not available in FF
Account Name - Candidate Pay Tab in FF	Beneficiary Name	Mandatory
Original Contract Start Date	Placement Start Date	Mandatory
Final Contract End Date	End Date	Mandatory
N/A	Notice Period
N/A	Standard Weekly Hours
ISO Currency Symbol e.g. GBP	Currency	Mandatory (automatically populated)
Pulls from placement summary	Charge Rate	Mandatory
Pulls from placement summary -Rate Type	Per Hour/Per Day/Per Month
Pulls from placement summary -Additional Rates Charge Rate	Additional Charge Rate
Pulls from placement summary -Rate Type	Per Hour/Per Day/Per Month
ISO Currency Symbol e.g. GBP	Currency	Mandatory (automatically populated)
Pulls from placement summary	Pay Rate
Pulls from placement summary -Rate Type	Per Hour/Per Day/Per Month
Pulls from placement summary -Additional Rate	Additional Pay Rate
Pulls from placement summary - Additional Rates Rate Type	Per Hour/Per Day/Per Month
N/A	Client Expenses Allowable	This field is not available in FF
N/A	Rate all Inclusive?	This field is not available in FF
Payment Terms - Company Terms Tab in FF	Client Payment Terms	Mandatory
N/A	Candidate Expenses Allowable	This field is not available in FF
N/A	Gross Margin
Payment Frequency - Candidate Pay Tab in FF	Candidate Payment Terms	Mandatory
Job Title	Job Title	Mandatory (automatically populated)
N/A	Additional Rates/Notes