Availability 

1. Import from Spreadsheet
   
2. Import from Document (Resume)
   

Import Types  

1. Import My Candidates
   You will be the candidate owner for the records imported using this option.
   
2. Import My Organization Candidates
   You will have the option to select the candidate owner during the import process. Please ensure that candidate owner details are included in the column list of your spreadsheet that you are trying to import.

What does this option mean for you?

1. Go to the Candidates module and click Import > Import from Spreadsheet.
   
2. In the Import from Document page, select your preferred import option:
   
1. Import My Candidate
   
2. Import My Organization Candidate
   
3. Upload your file (CSV, Excel, etc.)
   
   Note: If multiple files are selected, importing them will take some time. When the import activity is completed, the status will be notified through an email.
   
4. (Optional) If you want to review candidates before adding them, enable Manual Candidate Approval.
   
5. Decide how to manage existing candidates: Skip, Overwrite, Clone.
6. Select a unique field like Email or Candidate ID for Find duplicate using, then click Next.
   
7. Advanced Options:
   
   

   1. Character Encoding 
      Defines the encoding format for the imported file. This ensures special characters and symbols are correctly processed. (e.g., UTF-8).
   2. Workflow Automation
      Set up automated actions like emails or status updates during import automated emails, notifications, or follow-ups. 
   3. Date/Time Format
      Ensures correct parsing of dates in the uploaded file. (e.g., MM/dd/yyyy).
   4. Source Tracking 
      Specifies where the candidate data is coming from, helping with tracking and analytics. Eg: Job Portals, Employee Referrals, LinkedIn, Career Website, etc.
   5. Tags 
      Allows you to add keywords or labels to candidates for easier searching and filtering.
   6. Associate with Job Openings 
      Allows you to directly associate the imported candidates to specific job openings.
8. Match your file columns with the correct fields in the system
   
9. Review the Import Summary and click Import to complete the process.
   

2. Import From Document (Resume & CV's)  

1. Go to the Candidates module and click Import > Import from Document.
   
2. In the Import from Document page, select your preferred import option:
   
1. Import My Candidate - Add the resume as your candidate.
   
2. Import My Organization Candidate - Add it as a shared candidate for the organisation. 
   
3. Choose how to manage existing candidates: Skip, Overwrite, Clone
4. Advanced Options:
   
1. Associate with Job Openings 
   Allows you to directly associate the imported candidates with specific job openings.
2. Source Tracking 
   Specifies where the candidate data is coming from, helping with tracking and analytics. For example: Job Portals, Employee Referrals, LinkedIn, Career Websites, and so on.
3. Tags 
   Allows you to add keywords or labels to candidates for easier searching and filtering.
5. After uploading, review the extracted details on the Parsing Review screen. Make any necessary edits, then click Update.
   
   

   Note:
   For Import My Candidate - Candidate Owner field is locked to the importing recruiter
   For Import My Organisation's Candidate - You can assign candidate ownership to different users in your organization.
6.  Review the Import Summary and click Import to finalise the process.