To upload multiple candidates’ information from a Spreadsheet, you need a table organized with fields compatible with those available in Dynamics ATS. This could be:
- First name
- Last name
- Job Title
- Company
- Street 1
- City
- Country
- State
- Zip code
- Business Phone
- Email
When this database is ordered, you need to save the document in comma-delimited (CVS) format.
To import that information, you need to go to ‘Candidate’ in the sidebar and click on it. Then you must select the setting icon and click ‘Advance Settings.
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Go to ‘Settings’ and select ‘Data Management.’
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Then select ‘Imports.’
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In the new screen choose ‘Import Data.’ Then drag and drop the document (saved in CVS format).
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From that screen, you will be setting the data that you are importing.
Click on next, and then select ‘Automatic mapping.’
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In the next step, you can select what type of profile you are creating. You can select ‘contact’, ‘candidate’, ‘lead’, etc. In this case, you will select ‘Candidate’ and then go to ‘Next.’
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On the left side of the screen, you will see the fields of your document, and on the right side, you will see the fields available in Dynamics ATS. The system will merge them automatically, but if it finds any differences, it will not do it. In that case, you can select the most appropriate field to merge it.
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Click ‘Next’ when you are finished, then click ‘Next’ again, followed by ‘Submit.’
On the next screen, you will see how many are importing correctly and if any have encountered errors during loading.
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When all the profiles are displayed on the screen, they will already be loaded into the system.
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