All about Exporting to CSV (Excel) using Advanced Search
Need to run an email campaign or back up data from Vincere to CSV?
No problem! Super Users (administrators) - you can export your data (up to 5,000 records at a time) to a CSV file in Vincere.
Click on the link ⏬ to skip to the section you're interested in:
📝 Important Note: Only dedicated Super Users (Administrators) have the option to export to CSV.
However, you can still configure user permissions.
⭕ How to export to CSV?
To export data to CSV using Advanced Search, follow these steps:
Go to Vincere Advanced Search.
Select the desired entity: Candidates, Contacts, Jobs, or Company.
Click on the hamburger icon in the top right corner and select "Export to CSV."
If you don't see the hamburger icon, make sure you're working as Super Users (Administrators) or having permission to Export Data.Name your file.
Hit "Save" and you’ll receive the export via email shortly.
This process typically takes no more than 5 minutes. Check your inbox for the file.
📝 Note:
The CSV Export feature in Vincere uses UTC (Coordinated Universal Time) for all date and time fields.
Please keep this in mind when reviewing exported data across different time zones.
⭕ Specific Exports
If you want to export a Distribution List or Talent Pool, follow these specific instructions:
How to export a Distribution List to CSV?
Go to Vincere Advanced Search and select Contacts.
Click on the upside-down triangle icon next to the search bar.
Type "DISTRIBUTION LIST" and select the list you wish to export > Click on "Search".
Navigate to the hamburger icon in the top right corner and click "Export to CSV"
If you don't see the hamburger icon, make sure you're working as Super Users (Administrators) or having permission to Export Data.Name your file.
Hit "Save" and you’ll receive the export via email shortly.
Please refer to the video below for visual guidance ⬇️
How to export a Talent Pool to CSV?
Make sure you're working as Super Users (Administrators) or having permission to Export Data.
Go to Vincere Advanced Search and select Candidates.
Click on the search bar.
Type "TALENT POOL" and select the list you wish to export > Click on "Search"
Navigate to the hamburger menu icon in the top right corner and click "Export to CSV".
If you don't see the hamburger icon, make sure you're working as Super Users (Administrators) or having permission to Export Data.Name your file.
Hit "Save" and you’ll receive the export via email shortly.
Please refer to the video below for visual guidance ⬇️
🤔 FAQs
Question 1: "How to export Open Jobs?"
Answer: To export Open Jobs please follow the steps below but ensure that you're working as Super Users (Administrators) or having permission to Export Data.
Go to Vincere Advanced Search and select Job
Click on the search bar.
In the Filters section, select the Open Job > Click on "Search"
Navigate to the hamburger menu icon in the top right corner and click "Export to CSV"
If you don't see the hamburger icon, make sure you're working as Super Users (Administrators) or having permission to Export Data.Name your file.
Hit "Save" and you’ll receive the export via email shortly.
Question 2: "How to export company lists?"
Answer: You can only export Candidate lists (Talentpool) and Contact lists (Distribution List) at this time. Exporting Company lists is currently not a feature we offer, but you can filter companies based on field and content searches and export the filtered results companies.
Question 3: "I don't see the 'Export to CSV' option."
Answer: The Export to CSV feature is only available to users with the Administrator role.
If you're an Administrator and this is your first time using the feature, it may not be enabled yet on your Vincere site. In this case, please contact Vincere Support and request that the Export to CSV function be activated.
If you're not an Administrator, please reach out to your system administrator for assistance.
Question 3: Can I download to excel all my industry and functional expertise?
Answer: No, at the moment, you're just able to import your industry and functional expertise, but not export.
Happy Recruitment #TheVinnyWay🤩