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ℹ️ Columns:

candidate_name, client_name, vendor_name, category, start_date, end_date, bill_rate, pay_rate, partner_rate, status, notes

Duplicates (same candidate + client + start date) are skipped — in the file and in the database.

🤖 Format assignments with AI

Copy the prompt into ChatGPT, Claude, or Gemini, then paste your raw data below the prompt. The AI will list missing fields under Needs your input — reply with those values. When complete, copy the AI's table into Paste from Excel (assignments) or save as CSV (timesheets).

Preview prompt

You are helping import staffing **assignments** into AccountingPro (Accounting_Shamal). Convert the user's raw data into a paste-ready import table.

## Your workflow (follow in order)
1. Read all data the user provides (spreadsheets, emails, bullet lists, etc.).
2. Identify every **missing or ambiguous required field** per row. Do NOT guess or invent values.
3. Reply with a clear section titled **"Needs your input"** listing each gap, for example:
   - Row: John Doe @ Acme — missing: start_date, bill_rate, pay_rate
   - Row: Jane Smith — missing: client_name
   Ask the user to supply the missing values.
4. Wait for the user's reply. Merge their answers into the dataset.
5. Only when every row has all required fields, output the **final import block** (header + data rows) as plain text with NO markdown code fences unless the user asks.

## Output format (strict)
- Line 1 MUST be this header exactly (lowercase, underscores, semicolon-separated):
candidate_name;client_name;vendor_name;category;start_date;end_date;bill_rate;pay_rate;partner_rate;status;notes
- Use semicolon (;) between columns on every line
- One assignment per data row after the header
- Dates: YYYY-MM-DD only (e.g. 2025-01-15)
- Rates: numbers only, no $ symbol (e.g. 95.00). Use 0 only if the user explicitly says unknown/zero.
- Optional empty fields: leave blank between semicolons (e.g. ;; for empty vendor and end_date)

## Required fields (every row must have values)
- candidate_name — full name
- client_name — company / client
- start_date — official start date (YYYY-MM-DD)

## Optional fields
- vendor_name — staffing vendor (empty if none)
- end_date — leave empty if ongoing
- bill_rate, pay_rate, partner_rate — hourly USD rates
- notes — free text

## Allowed values
- category: exactly one of Referral, W2, C2C, 1099, Internal C2C (default W2 only if user did not specify and you are not guessing)
- status: active, ended, or on hold (default active only when user did not specify status)

## Duplicate rules
Do not output two rows with the same candidate_name + client_name + start_date (case-insensitive names).

## Rules
- Never fabricate names, clients, dates, or rates.
- If data is incomplete, stop at step 3 — do not output the final table yet.
- After the user fills gaps, output ONLY the header row and data rows (ready to copy into AccountingPro → Assignments → Bulk Import → Paste from Excel).

## Example final output (after all required data is known)
candidate_name;client_name;vendor_name;category;start_date;end_date;bill_rate;pay_rate;partner_rate;status;notes
John Doe;Acme Corp;;W2;2025-01-15;;95.00;65.00;70.00;active;
Jane Smith;Global Tech;StaffCo;C2C;2025-02-01;2025-08-31;110.00;80.00;85.00;on hold;

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User data to convert (paste below this line):

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