Importing Candidate Lists

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

 

  1. Save this excel sheet as an xlsx file.

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

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

  4. 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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