Import Contacts from Excel/CSV Files

You can import contact person data that you have in MS Excel or Comma Separated Value (CSV) file formats directly into Talenture RS as Contacts.

Use this feature for quickly bringing in business contacts related to your recruitment process so that the team does not need to enter these manually in Talenture RS to get started.

You may for example have contact related data in XLS/CSV formats in the following scenarios:

• Client/vendor or other contacts maintained in MS Excel format.
• Contact data exported to XLS/CSV format from another software product.

Steps for Importing Data
Following are the broad steps in importing contact data from XLS/CSV files:

• Select the Contact object type into which to import the data.
• Select the source XLS/CSV file from which to import data.
• Specifying the columns in your XLS/CSV file to be mapped to corresponding columns in Talenture RS. You can also import data into User-Defined fields created in Talenture RS.

Special Values in Import
You can specify the following additional mapping when importing candidates/candidate leads:

• Type: You select the contact type to set as ‘Lead’ or ‘Current’.
• Status: You set as ‘Active’ or ‘Disabled’.
• Map to Vendor/Client Using: You can link the contacts being imported to a specific Client or Vendor in Talenture RS as their contact persons.

Once the import process is completed a notification will be displayed in the Notification Band and also posted in the Notifications data folder containing the summary of the import process. You can check the System Log in case of any errors/failures during the process.

Common Tasks

1. Import Contacts

1. Import Contacts

Follow these steps for importing contact data:

- Point to the 'Tools' mega menu and select 'Import XLS Data'.
- Select the Contact object type into which to import the data.
- Select the source XLS/CSV file from which to import data.
- In the 'Columns' drop-down, specify the columns in your XLS/CSV file to be mapped to corresponding columns in Talenture RS. You can also select User-Defined fields created in Talenture RS.
- You can add additional mapping rows to the mapping section by clicking on the 'Add New Mapping Row' link.

You can specify the following additional mapping when importing contacts:
- Type: You select the contact type to set as ‘Lead’ or ‘Current’.
- Status: You set as ‘Active’ or ‘Disabled’.
- Map to Vendor/Client Using: You can link the contacts being imported to a specific Client or Vendor in Talenture RS as their contact persons.
- Click the 'Import' button to start the process.

Once the import process is completed a notification will be displayed in the Notification Band and also posted in the Notifications data folder containing the summary of the import process. You can check the System Log in case of any errors/failures during the process.