To import Clients into Inrecruiting you need to go to System Settings > Import > New data import > Fill in the fields in the Clients Box by entering the name of the import, selecting the separator and uploading the CSV file with the data to be imported:


NB: The format of the CSV file must meet the following requirements:

  • UTF8 format
  • It must not contain empty columns or rows
  • It must not contain cells with special characters
In addition to compliance with the format requirements, the accuracy of the data present in the CSV is the responsibility of the customer; any remediation of incorrect data entered in the CSV will be quoted separately.



At this point you will need to click on the Import button. Following this operation, a new window will open in which you will proceed to map the fields:




In the first section you have the configurations, which are used to determine the parameters to be used for mapping.

Teams association


In this section you determine the parameter to be used for the association between Clients and Team: you can determine whether the association is made using the name of the client, the external ID, the internal ID of Inrecruiting or whether there is no association.


Association of the company user who manages the client*


In this single selection, you determine whether and how to associate a company user with the client: you can select "none" and thus there will be no association, or whether to associate the user via the external ID or via the internal ID of Inrecruiting.



In the second part of the table you will map the fields relating to the client profile:


Company name


In the CSV column of the company name line, select the column in which you have entered the company name of the client you will be importing.


External ID


The external ID, if you are importing data from another ATS, is the ID associated with the client from the previous system and will also be used in subsequent imports to associate the data.


If you are not migrating data from another ATS, this ID will only be used to associate clients with other imports.


Team


In the CSV column of the team row, select the column in which the team of the clients to be imported has been entered.


Address


In the rows relating to the address, in the CSV column, you are going to select the column in which you have entered the data relating to the field that you are mapping.


NB: in order for the address to be geolocated it is necessary that the fields "ISO country" and "postcode" are mapped and correctly filled in.


VAT number 


In the line relating to the VAT number, in the CSV column, you are going to select the column in which you have entered the VAT number of the clients you are going to import.


Fiscal code


In the CSV column of the Fiscal code row, select the column in which you have entered the Fiscal code of the clients you are going to import.


Company sector


In the row relating to the Company sector, in the CSV column, you are going to select the column in which you have entered the company sector of the clients you are going to import.


Phone


In the row relating to the telephone, in the CSV column, you are going to select the column in which you have entered the telephone number of the clients you are going to import.


Fax


In the row relating to fax, in the CSV column, you are going to select the column in which you have entered the fax number of the clients you are going to import.


Internal referent client


In the row related to the internal referent client, in the CSV column, you are going to select the column in which you have entered the internal client contact of the clients you are going to import.


Manages the client


In the row related to "Manages the client", in the CSV column, you are going to select the column in which you have inserted the user who manages the client.


Employees


In the row related to the employees, in the CSV column, you are going to select the column in which you have entered the number of employees of the clients you are going to import.


Website


In the row relating to the website, in the CSV column, you are going to select the column in which you have entered the website of the clients you are going to import.


Ateco


In the row relating to the Ateco code, in the CSV column, you are going to select the column in which you have entered the Ateco code of the clients you are going to import.


E-mail


In the row related to the email, in the CSV column, you are going to select the column in which you have entered the email address of the clients you are going to import.


CCNL


In the row relating to CCNL, in the CSV column, you are going to select the column in which you have entered the CCNL reference of the clients you are going to import.



Sources retrieval clients


In the row relating to the source of the customer, in the CSV column, you will select the column in which you have entered the source of the clients you are going to import.


Client type


In the row related to the customer type, in the CSV column, you are going to select the column in which you have entered the type of customer you are going to import.

The CSV column must be filled in by inserting the value 0 for the Clients and the value 1 for the Prospects.


Notes


In the row related to the notes, in the CSV column, you are going to select the column in which you have entered the notes about the customers you are going to import.