Candidates Data Import
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Candidates Data Import

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Article Summary

Important

This can only be done by an Admin.

Manatal allows the mass creation of candidates through the import of CSV or JSON files. This can be particularly useful when performing a data migration to Manatal for example.

Important

When importing candidates, if an email in your CSV or JSON file is already associated with a candidate in your database, then the candidate will not be imported to Manatal.

Import your Candidates

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Data Management" category and then the "Data Import" category then click on "Upload file".

Administration 1.png

Data management 2.png

Data Import 1.png

Data Import 2.png

  1. Select the Candidates data set and click "Next".
    image.png

  2. Select the file type and click "Next". For a CSV file, continue reading below, for a JSON file follow these instructions.
    Data Import 4.png

CSV File


  1. Select a file to upload, click "Next" and then "Upload". Manatal will analyze the file and extract all the information it contains.

image.png

Data Import 6.png

image.png

  1. Map your file's columns according to Manatal's fields.
Important
  • Fields marked with a red asterisk in the "Field Name" dropdown menu are required in order to proceed.
  • Any column mapped to a required field must not contain any blank cells otherwise the import will not succeed.
Info

Unmapped columns will not be imported to the platform.

  • 1. Column Name: Content of the first cell of each column in your CSV file. If the cell has no content, the column name will be "Unnamed: n", where n refers to the column's number.
  • 2. Field Name: Name of the field in Manatal. Match the field name with the relevant column (i.e. match the "Email" column with the "Candidate Email Address" field if you are importing candidates).
  • 3. Field Type: Data type as required by Manatal. Ensure the data contained in each column meets the requirements of each field. Data will fail to be imported to Manatal if it doesn't meet the data type's constraints. Learn more about field type constraints in the table below.
  • 4. Sample Data: Sample data extracted from each columns. Can be used to confirm the column's data corresponds to the Manatal field.

Data Import 7.png

To match a column with a field, simply click on "Select field to map to" next to the column's name, and select the relevant field from the dropdown menu.

Data Import 8.png

Data Import 18.png

Below are all the default Manatal fields that can be mapped and their respective requirements.

Important

If you are planning on importing Matches or Resumes at a later stage, Manatal will require a Candidate Source ID in order to connect the right candidate to the right match or resume. It is recommended to assign this value to candidates during the candidate data import using the Candidate Source ID field. Refer to this article for more information on matches, and to this article for importing matches. Refer to this article for more information on importing resumes.

Field NameRequiredField TypeConstraints
Candidate NameYesText≤ 255 char.
Candidate Source IDNoWhole Number
Candidate DescriptionNoLong text
Candidate CreatorNoEmail AddressMust be an existing user
Candidate OwnerNoEmail AddressMust be an existing user
Current PositionNoText≤ 255 char.
Current CompanyNoText≤ 255 char.
Years of ExperienceNoWhole Number≥ 0
BirthdateNoDateFormat must be YYYY-MM-DD
Candidate AddressNoText≤ 255 char.
CountryNoText≤ 255 char.
CityNoText≤ 255 char.
Candidate Email AddressNoEmail Address
Candidate Phone NumberNoText≤ 255 char.
SkypeNoText≤ 255 char.
Current SalaryNoWhole Number≥ 0
Current CurrencyNoISO Currency CodeMust be 3 char. currency code
Expected SalaryNoWhole Number≥ 0
Expected CurrencyNoISO Currency CodeMust be 3 char. currency code
Current Work TypeNoWork TypeEither "permanent", "temporary", "contract" or "intern"
GenderNoGender TypeEither "male", "female" or "other"
LinkedInNoText≤ 255 char. and must start with "https://www."
GithubNoText≤ 255 char. and must start with "https://www."
StackoverflowNoText≤ 255 char. and must start with "https://www."
LanguagesNoList of TextOnly available via JSON import. See below for more details.
SkillsNoList of TextOnly available via JSON import. See below for more details.
Candidate TagsNoList of TextOnly available via JSON import. See below for more details.
Candidate IndustryNoList of TextOnly available via JSON import. See below for more details.
ExperiencesNoExperiencesOnly available via JSON import. See below for more details.
EducationNoEducationOnly available via JSON import. See below for more details.
NotesNoNotesOnly available via JSON import. See below for more details.
  1. If your file contains data that doesn't have its default Manatal field, it is possible to create "custom fields" by following these instructions. Once created, custom fields become visible in the "Field Name" dropdown menu and can be mapped to columns.

Custom fields in Manatal can be create using a wide range of type of fields (number, date, text, multiple choice,...). Below are all the type of fields available and their respective requirements for a successful import.

Field TypeFormatConstraints
TextText≤ 255 char.
Long TextLong text
DateDateFormat must be YYYY-MM-DD
NumberDecimal Number≥ 0
PercentageWhole Number≥ 0
BooleanBooleantrue / false
DropdownTextMust be among choice list
Multiple ChoiceTextMust be among choice list
Multiple Select DropdownList of TextOnly available via JSON import. See below for more details.
CheckboxList of TextOnly available via JSON import. See below for more details.
  1. Once you have mapped all the columns that need to be imported, click "Next".
    Data Import 10.png

  2. Select whether you want to be notified via email once the import is complete then click "Upload".
    Data Import 11.png

  3. From here you can resume your work as usual, your file will be processed in the background. To check the import's status, please visit the Data Import History page.

Data Import 12.png

Data Import 13.png

JSON File

  1. Select a file to upload, click "Next" and then "Upload". Manatal will analyze the file and extract all the information it contains.
    image.png

Data Import 14.png

image.png

  1. Map your file's columns according to Manatal's fields.
Important

Fields marked with a red asterisk in the "Field Name" dropdown menu are required in order to proceed.
Any column mapped to a required field must not contain any blank cells otherwise the import will not succeed.

Info

Unmapped columns will not be imported to the platform.

  • 1. Column Name: All the variables contained in your JSON file.
  • 2. Field Name: Name of the field in Manatal. Match the field name with the relevant column (i.e. match the "Email" column with the "Candidate Email Address" field if you are importing candidates).
  • 3. Field Type: Data type as required by Manatal. Ensure the data contained in each column meets the requirements of each field. Data will fail to be imported to Manatal if it doesn't meet the data type's constraints. Learn more about field type constraints in the table below.
  • 4. Sample Data: Sample data extracted for each column. Can be used to confirm the column's data corresponds to the Manatal field.

Data Import 21.png

To match a column with a field, simply click on "Select field to map to" next to the column's name, and select the relevant field from the dropdown menu.

image.png

Data Import 20.png

Below are all the default Manatal fields that can be mapped and their respective requirements.

Important

If you are planning on importing Matches or Resumes at a later stage, Manatal will require a Candidate Source ID in order to connect the right candidate to the right match or resume. It is recommended to assign this value to candidates during the candidate data import using the Candidate Source ID field. Refer to this article for more information on matches, and to this article for importing matches. Refer to this article for more information on importing resumes.

Field NameRequiredField TypeConstraints
Candidate NameYesText≤ 255 char.
Candidate Source IDNoWhole Number
Candidate DescriptionNoLong text
Candidate CreatorNoEmail AddressMust be an existing user
Candidate OwnerNoEmail AddressMust be an existing user
Current PositionNoText≤ 255 char.
Current CompanyNoText≤ 255 char.
Years of ExperienceNoWhole Number≥ 0
BirthdateNoDateFormat must be YYYY-MM-DD
Candidate AddressNoText≤ 255 char.
CountryNoText≤ 255 char.
CityNoText≤ 255 char.
Candidate Email AddressNoEmail Address
Candidate Phone NumberNoText≤ 255 char.
SkypeNoText≤ 255 char.
Current SalaryNoWhole Number≥ 0
Current CurrencyNoISO Currency CodeMust be 3 char. currency code
Expected SalaryNoWhole Number≥ 0
Expected CurrencyNoISO Currency CodeMust be 3 char. currency code
Current Work TypeNoWork TypeEither "permanent", "temporary", "contract" or "intern"
GenderNoGender TypeEither "male", "female" or "other"
LinkedInNoText≤ 255 char. and must start with "https://www."
GithubNoText≤ 255 char. and must start with "https://www."
StackoverflowNoText≤ 255 char. and must start with "https://www."
LanguagesNoList of TextEach item must be unique and ≤ 255 char.
SkillsNoList of TextEach item must be unique and ≤ 255 char.
Candidate TagsNoList of TextEach item must be unique and ≤ 255 char.
Candidate IndustryNoList of TextEach item must be unique and ≤ 255 char.
ExperiencesNoExperiencesSee more details below
EducationNoEducationSee more details below
NotesNoNotesSee more details below

Experiences

Below are the requirements for the experiences field type and a code snippet.

Data PointRequiredTypeConstraints
position_nameYesText≤ 255 char.
employerYesText≤ 255 char.
started_atYesDate and TimeFormat must be YYYY-MM-DDThh:mm:ssZ
ended_atNoDate and TimeFormat must be YYYY-MM-DDThh:mm:ssZ
descriptionNoText
Important

All time fields imported will be considered in the UTC timezone.

Code snippet:

[
	{
		"position_name": "Content Manager",
		"employer": "Walmart IT",
		"started_at": "2015-03-01",
	},
	{
		"position_name": "Marketing Trainee",
		"employer": "Walmart IT",
		"started_at": "2010-09-15",
		"ended_at": "2010-12-22",
		"description": "mostly made coffee"
	},
	// other experiences
]

Education

Below are the requirements for the education type field and a code snippet.

Data PointRequiredTypeConstraints
schoolYesText≤ 255 char.
started_atYesDate and TimeFormat must be YYYY-MM-DDThh:mm:ssZ
degreeNoDegree TypeEither "high school diploma", "bachelor's degree", "associate's degree", "master's degree" or "doctorate"
ended_atNoDateFormat must be YYYY-MM-DD
descriptionNoText
specializationNoText≤ 255 char.
Important

All time fields imported will be considered in the UTC timezone.

Code snippet:

[
	{
		"school": "St Jasmin Prep school",
		"started_at": "2015-03-01",
	},
	{
		"school": "University of Zephir",
		"degree": "master's degree",
		"started_at": "2010-09-15",
		"ended_at": "2013-06-22",
		"description": "major of promotion",
		"specialization": "Computer Science"
	},
	// other educations
]

Notes

Below are the requirements for the notes type field and a code snippet.

Data PointRequiredTypeConstraints
contentYesText
created_atNoDate and TimeFormat must be YYYY-MM-DDThh:mm:ssZ
creatorNoEmail AddressMust be an existing user
Important

All time fields imported will be considered in the UTC timezone.

Code snippet:

[
	{
		"content": "arrived later for first interview"
	},
	{
		"content": "Looks quite smart",
		"creator": "joseph.staline@testy.com",
		"created_at": "2010-09-15",
	},
	// other educations
]

JSON File Example

[
   {
      "id":10001,
      "name":"Angela Brown",
      "description":"Good profile, Available immediately.",
      "creator":"jane.doe@example.com",
      "owner":"john.doe@example.com",
      "job":"Software Engineer",
      "company":"ABC-corporation",
      "yearofexperience":0,
      "birthdate":"1988-01-30",
      "address":"1756  Nancy Street",
      "country":"USA",
      "city":"New York",
      "email":"a.brown1988@example.com",
      "phonenumber":"6178752203",
      "skype":"a.brown1988",
      "csalary":4000,
      "ccurrency":"USD",
      "esalary":4500,
      "ecurrency":"USD",
      "worktype":"contract",
      "gender":"female",
      "linkedin":"https://www.linkedin.com/in/angela-brown-a7a542298/",
      "github":"https://github.com/angela.brown1988",
      "stackoverflow":"https://stackoverflow.com/users/9581120/abrown"
   },
   {
      "id":10002,
      "name":"Christian T. Owen",
      "description":"Actively looking for a job.",
      "creator":"jane.doe@example.com",
      "owner":"john.doe@example.com",
      "job":"Aviators",
      "company":"XYZ Airline",
      "yearofexperience":10,
      "birthdate":"1970-12-09",
      "address":"343-1199, Tennodai, Abiko-shi, Chiba",
      "country":"Japan",
      "city":"Supporo",
      "email":"ct.owen1970@example.com",
      "phonenumber":"+81-905-5514-679",
      "skype":"thisischris1970",
      "csalary":100000,
      "ccurrency":"USD",
      "esalary":150000,
      "ecurrency":"USD",
      "worktype":"permanent",
      "gender":"male",
      "languages":[
         "English",
         "Spanish",
         "Chinese"
      ],
      "skills":[
         "Multitasking",
         "Decision-making",
         "Leadership",
         "Communication"
      ],
      "tags":[
         "Available",
         "Important",
         "Senior"
      ],
      "industry":[
         "aviation"
      ],
      "experiences":[
         {
            "position_name":"Pilot Trainer",
            "employer":"Flynow Aitline",
            "started_at":"1995-05-27",
            "ended_at":"2009-08-30",
            "description":"3 months training"
         },
         {
            "position_name":"Pilot Assistant",
            "employer":"Flynow Aitline",
            "started_at":"2009-10-15"
         }
      ],
      "education":[
         {
            "school":"International Aviation Academy",
            "degree":"master's degree",
            "started_at":"2009-05-27",
            "ended_at":"2005-04-30",
            "description":"Full program of pilot licence and management",
            "specialization":"Professional Pilot"
         },
         {
            "school":"O'Connell university",
            "started_at":"2005-03-18"
         }
      ],
      "note":[
         {
            "content":"Please request a resume from the candidate",
            "creator":"john.doe@example.com",
            "created_at":"2020-10-01"
         },
         {
            "content":"Outstanding profile for the most of our client"
         }
      ]
   }
]
  1. If your files contains data that doesn't have its default Manatal field, it is possible to create "custom fields" by following these instructions. Once created, custom fields become visible in the "Field Name" dropdown menu and can be mapped to columns.

Custom fields in Manatal can be create using a wide range of type of fields (number, date, text, multiple choice,...). Below are all the type of fields available and their respective requirements for a successful import.

Field TypeFormatConstraints
TextText≤ 255 char.
Long TextLong text
DateDateFormat must be YYYY-MM-DD
NumberDecimal Number≥ 0
PercentageWhole Number≥ 0
BooleanBooleantrue / false
DropdownTextMust be among choice list
Multiple ChoiceTextMust be among choice list
Multiple Select DropdownList of TextMust be among choice list
CheckboxList of TextMust be among choice list
  1. Once you have mapped all the columns that need to be imported, click "Next".
    Data Import 22.png

  2. Select whether you want to be notified via email once the import is complete then click "Upload".
    Data Import 23.png

  3. From here you can resume your work as usual, your file will be processed in the background. To check the import's status, please visit the Data Import History page.

Data Import 24.png

Data Import 25.png


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