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Import candidates

In order to import candidates and files on candidates, it is essential to create a form to map the information with. You can do this under Settings+Forms+New Form

Note

When creating a form, it is important to have the following three elements included: E-mail, First name, and Last name.

Warning

Do not include a pipeline element in the form.

  1. Go to Recruitment in the main menu and select the relevant job.

    Screenshot 2023-07-24 at 14.33.21.png
  2. Go to the tab Candidates

    Screenshot 2023-07-24 at 14.34.18.png
  3. Click on the import icon:

    Screenshot 2023-07-24 at 14.35.42.png
  4. Select the relevant form from the drop-down list and click on Upload excel

    Screenshot 2023-07-31 at 09.26.20.png

    Note

    You can upload other relevant files, such as CVs, by clicking on Upload files

  5. Select the relevant file containing information on the candidate.

    Caution

    It is essential that the name of the file includes the e-mail of the candidate and that you type out the extension type in the Excel document, under File

  6. Match the elements and click on Import.

Go to the pipeline stage that you selected in step 3 and you will find that candidates you have imported.

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