Recruit & Onboard Data Requirements — Recruit Sources
Product Guide Library > Recruitment > Recruit Importer > Recruit & Onboard Data Requirements — Recruit Sources
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 4: Sources
*required fields
| Field Name | Description/Accepted Values | Field Type/Format |
|---|---|---|
| Type* | Career Fair, Contingency Firm, Free Online Source, Internal Referral, Locum Tenens, Paid Online Source, Paid Print, Purchased List, Residency Program, Retained Firm, Unknown, Other | Single select drop-down; predefined list |
| Active Date | MM/DD/YYYY | Date |
| Inactive Date | MM/DD/YYYY | Date |
| Status | Active, Inactive Note: Inactive sources are sources wherein you may not use them anymore however you want to attach them to current or historic candidates & leads |
Single select drop-down; predefined list |
| Notes | Additional information related to the source | Free form |
| Contact Name | The name of the point of contact for this source | Free form |
| Contact Phone | The point of contact’s phone number | 10-digit number — no parenthesis or dashes |
| Contact Email | The point of contact’s email |
Please feel free to contact us with any questions or assistance at support@marketware.com.
