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How to import data to Zoho Recruit?

Import option is one of the important features in an applicant tracking system. Importing records is a regular activity of a recruiter. In Zoho Recruit you can import job openings, candidates, clients and client contacts, if you are authorized to perform this operation. Otherwise, the Import link in a module's home page will be hidden in the user interface.

Import Checklist

Before importing the data, please go through the following checklist:

  1. Permission: Make sure you have the access and privilege to import data. If you do not have the privilege, the Import link will be hidden in the user interface.
  2. File Format: The supported formats are XLS and CSV.
  3. Forbidden Characters: File to be imported should not contain any special character within it.
  4. Mandatory fields: The required (mandatory) fields must contain a value. Make sure you do not leave the mandatory fields blank, in the XLS/CSV file. Do not proceed to the next step without mapping the mandatory fields.
  5. Field Names: Make sure the first row of data (records) in the XLS/CSV file contains the column headings or field names rather than actual data values. These heading/ field name values help identify the data when you map the new data to the existing fields in Zoho Recruit.
  6. Date format: The date value for the import data file must be in the given date formats.
  7. File Size: Make sure the file size (Import data) does not exceed 5MB.
  8. XLS files: In case of XLS file, only MS Excel 97 - 2003 formats are suppported. Unexpected errors may occur if the XLS files contain any special controls like combo filters or images embedded in it.
  9. Import limits: You can upload upto 1000 records at a time.

Import Data

  1. Click the [Module] tab.
  2. In the [Module] Home page, click Import [Module].
  3. In the Import wizard page do the following:
    1. Click Browse to locate the required file that is to be imported.
    2. For duplicate records, click any of the options (skip , overwrite, clone).
    3. Click Import
  4. Map Fields:
    1. Associate the fields in CSV/XLS file column header with the corresponding [Module] fields in Zoho Recruit (Mandatory fields should be properly mapped)
    2. Click Import
  5. File/Image Upload field:
    If you have "File/Image Upload" fields in the form, please follow the steps below: For example, say you have "Attach Resume" field.
    1. In your XLS or CSV file, create a seperate column for "Attach Resume" field and name it as "Attachment" (user defined).
    2. Under the column "Attachment" enter the file names.
      xls-file
    3. All files under the "Attachment" should be created as a single Zip file.
    4. Browse the Zip file in the second page of the Import wizard (Details Mapping).
      browse-zip-file
Note:
* Module refers to Job Openings, Candidates, Clients and Client Contacts tab.

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