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How do I import CSV data into Vincere, and what are the key limitations?

Jason avatar
Written by Jason
Updated over a week ago

How to Import CSV Data into Vincere and Understand Limitations

Importing data into Vincere requires a structured approach to ensure all records are uploaded correctly. This guide provides step-by-step instructions for importing CRM and ATS data using Vincere's CSV import functionality, along with outlining its key limitations.

Overview of the Import Process

Data import within Vincere involves using CSV templates to upload records for both CRM (Customer Relationship Management) and ATS (Applicant Tracking System) systems. The import follows a sequential order to ensure all records are properly linked and organized.

Step-by-Step Guide for Successful Data Import

Import Order

To prevent errors and maintain record integrity, follow this recommended import sequence:

  • CRM (Customer Relationship Management): - Companies - Contacts - Jobs

  • ATS (Applicant Tracking System): 4. Candidates 5. Applications

Using Templates

When importing data:

  • Make use of the provided CSV templates. These templates define the fields that can be imported and ensure data accuracy and consistency.

  • Begin by creating Company profiles to maintain proper linkage as you proceed with importing Contacts.

Key Limitations of CSV Import

While Vincere's CSV import tool simplifies data uploads, there are several important limitations to keep in mind:

  1. Existing Record Restrictions: - The import functionality will not update pre-existing records in Vincere. It is designed only to add new records.

  2. Template Field Restrictions: - Only fields available in the specified template can be imported. Custom fields or additional data outside the template are not supported.

  3. Custom Field Limitations: - Users cannot import custom fields or data that is not predefined within the CSV template.

Additional Tips

  • Double-check your data and CSV templates before initiating the import process.

  • Make sure all relevant Company profiles are created upfront to help in linking Contacts effectively.

Related Topics

  • Managing CSV templates

  • Resolving common import errors

By following these steps and keeping the limitations in mind, users can efficiently upload and manage their data within Vincere.

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