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 below, if you need an example.
System fields and how to fill them in
Before uploading a table to the system, you need to fill in all the fields correctly. You can find an example of how to fill in the fields below:
To import a chain of notes, write one note per row, ensuring to include the candidate's email in every raw.
Candidate email - the email address of the candidate.
Note - the content of the note.
Note creation date - the date when the note was created; if not available, the date of import will be indicated.
Importing data into the system
To start importing leave adjustments into the system, go to Settings -> General -> Import.
2. In the menu, choose "Candidate notes," locate the desired file, upload it to the system, and click on the "Next" button.
3. Once the spreadsheet is uploaded, you can verify if all fields were imported properly. If some fields were not automatically recognized by the system, make sure their names are correct, or specify the correct field manually.
4. After the successful import the candidate notes will be shown in the candidate card.
Track file upload history
Users can view the history of all uploaded files within the Import history. Furthermore, the system provides important details on this page such as the number of imported or updated candidate notes, and also the number of errors.