8.1 Imports

Selecting ‘Imports’ from the main navigation brings up a list of all of your historic imports.

8.1.2 Import a CSV file
Importing a CSV allows you to upload multiple people or company records at once. To do this, the file used must be in CSV format. Programs used to create a ...
Wed, 5 May, 2021 at 3:15 PM
8.1.1 Preparing a CSV Import
Download Data Templates When preparing your data for import it is important to consider how best to record each data set to allow for optimum searching ...
Thu, 6 May, 2021 at 3:35 PM
8.1.3 Import CV(s) [video content]
Note: There is a video guide at the bottom of the page. You can use this functionality to create a person’s record from a CV, reducing the amount of ...
Tue, 11 Jan, 2022 at 2:03 PM
8.1.4 Attach CV(s)
Use this functionality if a record already exists and you would like to add a CV to it (e.g., a candidate’s CV update).   To attach a CV, select Settings:...
Mon, 27 Sep, 2021 at 12:10 PM
8.1.5 Undo import
To undo an import, click on the ‘eye’ icon to the left of the import.      Once in the import click ‘Undo Import’ from the side menu on the left.    ...
Mon, 27 Sep, 2021 at 12:10 PM