You just started using TalentLyft and you'd like to import your existing candidate database directly into your TalentLyft account. It is simple but requires some data preparation on your part.

Data Migration

Getting the data ready

To import the data you need to make a CSV(Comma Separated Values) file with candidate details and ZIP archive with the same candidates' CVs. Once you've finished, you will drag-and-drop CSV file and ZIP archive together into TalentLyft.

Filling the CSV file

If you haven't had a chance to work with CSV files before, here is the detailed explanation - CSV file opens in Excel and all you need to do is fill the lines with candidates(Each line represents one candidate). Required fields are NAME and EMAIL, everything else is optional. If you only add these fields, TalentLyft will create candidates without CVs. To add CVs you also need to add the RESUME field.

Important: RESUME field is only used to fill the name of the CV for the specific candidate and has to match the name of the actual CV file that you will add to the ZIP archive. 

Once you've finished filling the CSV, you need to save it in UTF-8 format (image below).

Next step is to create the ZIP archive with candidates CVs.
 
Important: Name of the CVs have to match the name of the candidate's  RESUME field in CSV file.

Once both, ZIP archive with CV's and CSV file, are ready, upload them to Google Drive, Dropbox or any other sharing service. Send us the URL where we can download these files and our team will check the format and import data into TalentLyft. 

Additional details

Job field(not to be confused with Job Title field which is candidate's title) is defining the open position certain candidate belongs to. If in your database there is no such position, it will automatically be created and put to Archived (non active position so it doesn't use your active job slots). At any time you can Unarchive this position or you can get to these candidates through Candidates option of the side menu.
 
If you have candidates which are not added to any Job, you can set their Job field to Open application and this position will be created. This is required because at this moment adding candidates to the database requires you to have an actual job opening created. Candidates can't be added without assigning them to the opening.

Created field represents the date of application and it has to be formatted as shown in the example CSV file. 

Stage field defines to which stage of the pipeline will candidate be added so it has to match the name of the stage you have defined inside TalentLyft settings.

Disqualified field means whether candidate is disqualified or not. If he/she is disqualified, that information will be shown inside your TalentLyft account. FALSE means candidate is not disqualified and TRUE means it is. 

Templates & Guidance

Download our template and follow the examples provided:

Integration

When it comes to integrations, using TalentLyft API which you can use to connect to your current career site or integrate with HRIS solution that you are using.

FAQ

What type of resume files can be imported?
Resumes can be imported in any of the following formats: .pdf / .doc (Word) / .docx (Word).

What happens if the resume filename in my spreadsheet isn’t an exact match of candidate’s resume filename?
The candidate will not be created.

What if I don’t have resumes for certain candidates?
No problem, leave the “Resume” column blank in your spreadsheet and we’ll just import the other data (name, email etc).

What if I don't have resumes for any of my candidates?
Providing only the CSV file is supported. If you drag-and-drop the CSV file by itself, you will be prompted to continue without the ZIP archive.

If I stop using TalentLyft, can I get my data?

Of course, your data is your data so at any time you can use TalentLyft API to export it, as long as you have valid subscription.

How long will it take to import the data into TalentLyft?

It depends how big your database is. Usually it takes few days with bigger bases to import and get everything ready. When you are coming from a different solution that you are using, once you set it up, you can simply continue the work you started.

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