To import clients contacts into Inrecruiting you need to go to System Settings > Importer > New data import > Fill in the fields in the Contacts 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
You must now click on the Import button. This will open a new window in which to map the fields:
In the first section, you have the configurations, which are used to determine the parameters to be used for mapping.
Client association*
In this section you determine the criteria to be used to search for the Client to be associated with the contact: you can determine whether the search is to be carried out using the external ID or the internal ID of Inrecruiting.
In the second part of the table you will map the fields relating to the client contacts profile:
Company (required)
In the row relating to the Company , in the CSV column, you are going to select the column in which you have entered the client to whom you will associate the contact
First Name (required)
In the first name row, in the CSV column, will select the column in which you have entered the client's contact names
Surname (required)
In the row relating to the surname, in the CSV column, you are going to select the column in which you have entered the surnames of the client contact
E-mail (required)
In the row relating to the email, in the CSV column, you are going to select the column in which you have entered the email addresses of the client contact
Phone
In the phone row, in the CSV column, you are going to select the column in which you have entered the phone numbers of the client contact
Job role
In the CSV column of the task row, you will select the column in which you have entered the task carried out by the client contact.