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 Pivot CX. 

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 Header	Comments	Required/Optional	Example
first_name		Required	Joe
last_name		Required	Jobseeker
phone		Required	+15552223333
email		Required	joe@jobseeker.com
opt_in	Has the contact Opted-In to receive messages?	Required	TRUE
street	Job seeker's address.	Optional	555 Main Street
city	Job seeker's city.	Optional	Indianapolis
state		Optional	IN
country		Optional	USA
postal_code		Optional	46077
source	The specific place/website from which your candidate came.	Optional (great to have)	Indeed | Taleo
medium	The category under which the contact source resides.	Optional (great to have)	Job Board | ATS
content	Position name on the requisition.	Required	Supervisor
campaign	Name given to your import for easier sorting later on within PivotCX.	Optional (great to have)	YYMMDD-ATS-Candidates
location	Job requisition location.	Optional (great to have)	Indianapolis, IN USA
external_id	Used as an additional identifier.	Optional	your_ats_id
job_id	Job requisition ID.	Optional	C1000
notes	Additional information included in the import.	Optional	Ten years of experience in manufacturing. Only Part-time

 

2. Save this excel sheet as an xlsx file.

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

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

5. Wait as the system processes the new candidates.

       After uploading a list, you can create a Blast.

The Importing Tool supports smaller lists of candidates. If you need assistance with a more sizeable 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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