Export data from Vincere to CSV format using Advanced Search to run email campaigns, create backups, or analyse information offline. Super Users (Administrators) can export up to 5,000 records at a time.
📌 Note: Only Super Users (Administrators) can export data to CSV.
If you require access, please ensure your user permissions are configured accordingly.
Refer to configure user permissions.
Export Data to CSV
To export data using Advanced Search, follow these steps:
Go to Advanced Search in Vincere.
Select the desired entity: Candidates, Contacts, Jobs, or Company.
Click the hamburger icon (☰) in the top-right corner and select Export to CSV.
If you do not see the icon, ensure you have Administrator permissions or export rights enabled.Name your file.
Click Save. You will receive the exported CSV file via email within approximately five minutes.
This process typically takes no more than 5 minutes. Check your inbox for the file.
📌 Note: All date and time fields in the CSV export use UTC (Coordinated Universal Time).
When exporting Placements, set report filters to All instead of Finished to include active placements.
Export a Distribution List to CSV
Go to Advanced Search and select Contacts.
Click the upside-down triangle icon next to the search bar.
Type DISTRIBUTION LIST and select the list you wish to export, then click Search.
Navigate to the hamburger icon (☰) in the top-right corner and select Export to CSV.
If you do not see the icon, confirm your permissions.Name your file and click Save.
The exported CSV file will be sent to your email.
Export a Talent Pool to CSV
Ensure you have Administrator access or export permissions.
Go to Advanced Search and select Candidates.
Click inside the search bar.
Type TALENT POOL and select the list you wish to export, then click Search.
Navigate to the hamburger icon (☰) and select Export to CSV.
Name your file and click Save.
The exported CSV file will arrive via email shortly.
💡 Best Practices
Use Advanced Search to refine results before exporting to ensure you only include relevant data.
Schedule exports during non-peak hours to optimise performance.
Save CSV files in a secure, backed-up location.
🤔 FAQs
Q1: How do I export Open Jobs?
Answer:
Go to Advanced Search and select Job.
In the Filters section, select Open Job, then click Search.
Click the hamburger icon (☰) in the top-right corner and select Export to CSV.
Name your file and click Save to receive the export via email.
Ensure you have Administrator permissions.
Q2: Can I export Company lists?
Answer: Currently, you can export only Candidate lists (Talent Pool) and Contact lists (Distribution List).
While full company list exports are not yet supported, you can filter companies using field and content searches, then export the filtered results.
Q3: I don’t see the “Export to CSV” option.
Answer: The feature is available only to Administrators.
If you are an Administrator and do not see the option, contact Vincere Support to enable the feature for your site.
If you are not an Administrator, please reach out to your system administrator for assistance.
Q4: Can I export from the Vincere Dashboard?
Answer: Yes, you can export using the Advanced Search option from the Dashboard. However, exporting directly from specific dashboard elements (e.g., chevrons) is not currently supported.
Q5: Can I download my industry and functional expertise?
Answer: No. At present, you can only import your industry and functional expertise data, not export it.
Happy Recruitment #TheVinnyWay🤩