Importing Candidate Lists

Importing a list of candidates from a previous or current ATS is quickly done in PivotCX. We've created a 5 step process to help break it down. Importing candidates makes it easier to engage with candidates as soon as possible.

 

Here are several reasons you may want to start importing lists of previous candidates to PivotCX. 

1. Lists can help you re-engage with previously interested candidates 

2. In PivotCX, you can engage with candidates through texting which has an eight times higher open rate than email.

3. Lists are an excellent way to keep a constant flow of candidate interaction. 

 

How to Import a List

1. Create an Excel sheet of candidates with the appropriate fields and headers.

Column	Required	Example	Type	Notes
first_name		Joe	text
middle_name			text
last_name	✓	Jobseeker	text	Last name or full name is required
full_name			text	You can optionally provide a full name and Pivot will seperate the name into the correct fields when we import it.
phone	✓	+15552223333	phone number	Must be a valid phone number format. We recommend using e164 format: +13171231234.
opt_in	✓	TRUE	true/false	Phone Opt In as provided by contact.
email	✓	joe@jobseeker.com	text	Email must be valid.
update_existing		TRUE	true/false	Update exsiting contacts.
create_new		TRUE	true/false	Create a new contact if this one does not exist.
street		555 Main Street	text	Contact street address
city		Indianapolis	text	Contact city
state		IN	text	Contact state
country		USA	text	Contact country
postal_code		46077	text	Contact postal code
source		Indeed	text	The specific place/website from which your candidate came.
medium		Job Board	text	The medium of the source. E.g. Job Board, web, print, direct mail, ATS, CRM, etc...
content		Awesome Sales Job	text	Position name on the requisition.
campaign		2023 Job Boards	text	Name given to your import for easier sorting later on within PivotCX.
location		Lubbock, TX USA	text	Location of the job or attribution. Locations can be corrected to ensure consistency.
external_contact_id		1123	text	ID from your ATS or crm for a contact
external_job_id			text	Job id, if different than requisition ID
req_id		C1000	text	Job requisition ID
attribution_type			Choices	The type of attribution: <blank> for job apply lead form keyword text import enhancement signup other api user
contact_list_id		1322	number	ID of PivotCX list you'd like to add the candidate to. Used for curated lists only.
notes		Ten years of experience in manufacturing. Only Part-time	long text	Additional information included in the import.

Sample Spreadsheet

***Note: fields in RED are required for imports and headers are space and case sensitive

2. Save this excel sheet as an xlsx file.

3. On the dashboard, click on the Candidates/Contacts tab.

   Access the Candidates Tab from the Main Menu on the left-hand side

4. Click on the Import button in the top right-hand corner of the Candidates Tab.

   

5. Click import and drop your xlsx file in the box
   

      

6. To import your list, make sure to select a list from the dorp-down menu or type in a new list name. If you are typing in a new list name, then make sure to hit the 'enter' key to make sure the new list is selected.

​

7. Once your file is uploaded and your list selected, then you can hit the import button to import the contacts.

The Importing Tool supports smaller lists of candidates. If you need assistance with a more sizable import, don't hesitate to contact our support team via email at help@pivotcx.io, and we can assist you in adding your list. 

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