How do I import Contacts/Candidates?

Modified on Fri, 06 Feb 2015 at 02:15 PM

To import Contacts/Candidates into your Akken database:
  1. First, your import spreadsheet should be saved as a .CSV file to be imported.
  2. Next, on the CRM-->Contacts (or Candidates if you're importing Candidates), click 'Import'. Then you will be able to select the .CSV file to import.
  3. You will then need to map the column headings on your spreadsheet to be associated to the fields provided in Akken.
  4. The next page after that is the duplicate checking page. You can select whichever fields you would like to check to see if there's a duplicate candidate already in your database based on your selected fields.

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