Importing candidate notes in bulk into the PeopleForce system saves time by quickly transferring valuable context and communication history, ensuring a smooth and informed recruitment process.
Prepare your file for upload
Before import, you must create a spreadsheet and fill it with the information required for uploading.
Download the template to your computer and use it as a reference. (This sample is for reference only.)
The import functionality supports two file types: .csv and .xlsx.
Fill in the template with the corresponding candidate's data:
Candidate email: the email address of the candidate.
Note: the content of the note.
Note created at: the date when the note was created; if not available, the import date will be indicated.
To import a chain of notes, write one note per row, including the candidate's email in every row.
Importing data into the system
Go to Settings > Import.
Select Candidate notes from the list.
Upload the previously created file to the system, and click the "Next" button.
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. Click Next when all is done.
Click Import to finish the process.
The system supports automatic validation of imported data. If the imported data has an incorrect format, it will be colored red. In this case, you have to edit the file and replace the invalid data with the correct one, and re-upload the file.
Track file upload history
Open the Import history to view every import you’ve run.
See counts of records imported, updated, and any errors encountered.
Click a log entry to view detailed error messages and quickly resolve issues.
