To import the Documents on Inrecruiting it is necessary to access System settings > Importer > New data import > Fill in the fields in the Documents 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
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 part you have the configurations, which are used to determine the parameters to be used for mapping, divided between Configuration and Permissions configuration
Configurations:
-Candidate Association: In this section you determine the criterion with which to search for the candidate to be associated: you can decide to associate the candidates by external ID or by ID.
This operation is mandatory in order to import.
-Default attachment type: In this select you will determine the default type that will be assigned to the document in case the type is not specified or is not allowed for our system.
It is possible to import only Generic documents, CV or Privacy
Permissions configuration:
- Share with colleagues: in this select you will indicate if you want the document to be shared with colleagues.
Configuring this parameter is required.
-Notify the sharing with colleagues: in this select you will determine if you intend to send a communication to colleagues to communicate the sharing of documents.
-Share with clients: in this select you will indicate if you want the document to be shared with clients.
Configuring this parameter is required.
-Notify the sharing with clients: in this select you will determine if you intend to send a communication to clients to communicate the sharing of documents
-Share with the candidate: in this select you will indicate if you want the document to be shared with the candidate. Configuring this parameter is required.
In the second part you will find a table where to map the data of the candidate's profile on Inrecruiting:
To map the fields of the documents, it will be necessary to select in the CSV column the item that must go to enhance the data in the respective Inrecruiting field indicated in the first column.
The Fields Candidate, File Name, Title and Type are mandatory for the import to be successful.
NB: in the CSV file, the names of the documents must be identical to the names of the files that you are going to import, they must be unique, must not contain special characters and must contain the name of the file extension.
Finished entering all the categories and fields to be mapped, you will click on "Save and Import".
From this moment you will find our import in Importer > List and status of data imported section in which you will see the progress of our import:
