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.
✨ You can download the file (template) here in the .csv and xlsx formats.
Add and fill in the system fields in the template
Before uploading a table to the system, you need to fill in all the fields correctly:
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.
To import a chain of notes, write one note per row, ensuring to include the candidate's email in every raw.
Import data into the system
To import candidate notes into the system, follow these steps:
1. Navigate to Settings -> General -> Import.
⚠️ If you can’t find the ‘Settings’ and the Import, it is very likely that you don’t have access to it. 🔒 If that’s the case, then address this issue to your system administrator.
2. In the menu, choose Candidate notes, locate the desired file, upload it to the system, and click 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.
⚠️ The system supports automatic validation of imported data. If the imported data has an incorrect format, it will be colored in red.
4. After the successful import, the candidate notes will be shown on the candidate card.
