A quick manual on how to import Candidates into the system.
You can download the file (template) here in the .csv and xlsx formats.
The Import functionality supports two file types: .csv and .xlsx. Before you upload a spreadsheet, make sure that all cells contain correct information, so that the system could process it. Refer to the template provided above, if you need an example.
Here’s the list of candidate fields:
full_name- Candidate full name
skills- Candidate skills
phone_numbers- Phone Number
skype_id- Skype username
source- Candidate source
linkedin_url- LinkedIn profile
facebook_url- Facebook profile
added_on- Adding date
date_of_birth- Date of birth
desired_salary- Expected salary
created_by_id- Recruiter who added the candidate
Please note that when you import candidates, make sure that the imported data has the correct format of: date (01.01.2021), phone number (+380), full name, email address. All fields are validated by the system.
The current date format can be found in Settings → General. When you make an import, the imported dates have to correspond to the current date format in your account.
The import functionality can also be used to update multiple candidate profiles. All candidate profiles are linked to their emails.
So when you import new data, you have to double-check if the uploaded candidate emails correspond to their actual system emails. If the candidate’s email doesn't match, then a duplicate candidate record will be created within the system. In case the import is successful, then the current profile data will get updated.
It is important to mention that when a spreadsheet is saved, you have to select the comma as the delimiter.
Open the Settings and navigate to the Import.
If you can’t find the ‘Settings’ and the ‘Import’, this is very likely that you don’t have access to it. 🔒 If that’s the case, then address this issue to your system administrator.
From the dropdown menu, select Candidates, choose the file for import, and click Next.
Once the spreadsheet is uploaded, you can verify if all fields were imported properly. If some fields were not mapped automatically, then you can map the required fields manually.
The system supports automatic validation of imported data. If the imported data has incorrect format, it will be colored in red.
In case the imported data is not valid
You have to edit the file and replace the invalid data with the correct one, and re-upload the file again.
Users can view the history of all uploaded files within the Import menu. Furthermore, the system provides important details on this page such as the number of imported or updated candidates, and also the number of errors.
You can also open the journal and view detailed information about import errors.