2.1.1 Import Candidates

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2.1.1 Import Candidates

When adding candidates to a new project, it is possible to add a list of candidates in a .csv file using the highlighted button on the screen shown after creating a project name .. see Create a Project:

 

Add candidates-2

 

or when adding candidates using the highlighted icon in the Candidates area of an existing Project screen:

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which shows a pop-up screen:

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Information

The Import candidates button button on either screen is for the addition of multiple candidates listed in a Comma Separated Value (.csv) format file. No other file formats are currently compatible with this import function.

.csv files can easily be generated from standard Excel .xls or ,xlsx file formats  by simply saving an Excel file is  as a .csv format file.

 

An example Excel file saved as a .csv, in Excel, looks like:

import email csv in Excel example

Column "A" = First Name

Column "B" = Surname

Column "C" = Email address

 

If opened in a text editor or say Windows Notepad, it looks like:

Notepad image

 

So. let's add the .csv file to our project.

An select-a-file for import folder is shown first:

filelist

which, when selected, imports the data into the currently chosen/selected/active project:

result_1

Clicking on the "Save" button returns you to the Candidate screen:

Initially you will see no change at all on-screen:

no_change

But, if you click the Refresh button: refresh

The new candidates will appear in the refreshed areas:

result_2

 

Clicking on a candidate name shows:

result_3

By adding candidates to this project, all are automatically sent invitations to complete the project assessments via email. But because all email addresses were false, all will have failed so the system will not show any "Last Activity" entries for any candidate.

However, when these candidates were added to the system, you will also be sent a confirmation email to your client-account email address:

email confirmation