Recruit & Onboard Data Requirements — Practice Opportunities
Product Guide Library > Recruitment > Recruit Importer > Recruit & Onboard Data Requirements — Practice Opportunities
This guide provides details and descriptions of each data point needed to populate your database. This includes setting up users, teams, and provider profiles, as well as places, sources, practice opportunities, and automated activities for onboard project templates and recruit workflow templates.
Import Wizard
The import wizard located in Account Settings, allows you to seamlessly upload key information. The importer can accommodate files related to People, Places, Sources, Opportunities, and automated activities for Onboard Project Templates and Recruit Workflow Templates.
- Step 1: Enter your free-text import name and select an import type from the drop-down list. Click the Start Import button to open the full import wizard.
- Step 2: Upload an existing file from the computer, or manually enter the data based on the columns requested.
- Step 3: If uploading a file, select the sheet to import.
- Step 4: Confirm and match file headers to system headers.
- Step 5: Confirm and map file dropdown field options to system field dropdown options.
- Step 6: Review the imported data and click submit data to import file.
File 6: Opportunities
*required fields
| Field Name | Description/Accepted Values | Field Type/Format |
|---|---|---|
| Opportunity Name* | Ex: Orthopaedic Hand Surgeon — North | Free form; alphanumeric |
| Related Place* | Place must be set up 1st | Place name |
| Type* | Backfill, Deceased — Replacement, Growth, New Hire, New Service Line, Talent Pool, Retired — Replacement, Succession Planning, Unknown, Resigned — Replacement, Terminated — Replacement | Single select dropdown; predefined list |
| Active Date* | MM/DD/YYYY | Date |
| Target Fill Date* | MM/DD/YYYY | Date |
| Openings* | Integer of 1-150 | Number |
| Manager | Ex: Team 1, Team 2, Team 3; A team must be set up first | User email |
| Workflow Template Name* | The recruit workflow template must be set up first | Recruit workflow template name |
| Related Teams | Ex: Team 1, Team 2, Team 3; A team must be set up first | Team name; comma-separated list for multiple team assignment |
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