How to Import Talent?

In this section, we will explain how users can import talent. You can add talent in bulk by importing a CSV (comma separated values) file that contains the talent data. This article explains important concepts associated with importing talent.

This article covers the following topics:

• How to import talent using a CSV File?
• What are required fields and what happens if a required field is missing during import?
• How to modify talent records?

How to Import Talent Using a CSV File?

To import Talent, follow the following steps:

1. Go to Talent > Add talent > Click Import

2. The import window will be like the one below:

3. Click Download Template to download the Import Template file.

The following talent.csv file will be downloaded.

4. Add the records to the sheet as required.

Make sure to fill in the mandatory fields to process the file successfully. In talent’s case email address is the mandatory field.

5. Select the CSV file and click on Start Import.



6. Click on the Finalize Import button.

A transition screen will appear, showing you all the columns of the sheet. Let’s click on the Finalize Import button at the bottom.

Records are processed successfully, and a summary is shared as shown below:

The records can be seen on Talent listing page:

What Are Required Fields and What Happens if a Required Field is Missing During Import?

The required field is important for import. If the required field is missing from a record, it cannot be imported successfully. Each module may contain one or more than one required fields.

Note: Our system is programmed to stop the import of the whole file if the required field is missing in the record.

What is the Required Field for the Talent Module?

In the Talent module, the email address is the required field.

Lets see what happens if the required field is empty and we try to import.

Example:

In the example screenshot below, no email address exists against Sarah:

When this file is imported, we get the following error:

Skip Records When the Required Field is Empty:

One way of avoiding the above scenario is to allow the system to skip those records where the required field is empty. It can be done by turning the skip toggle ON.

This will skip the records missing the required field columns and process the remaining ones.

How to Modify Talent Records?

Every talent is associated with a unique email address. When a talent is being imported, the email address is checked.

If the email address is new, a new talent record is inserted into the system. If the email address already exists in the system, the talent record is updated with the new data present in the excel file.

Let’s see how this works:

Let’s update David’s name to Fred:

This is the CSV file that we will upload:

We get this message upon uploading the CV: