The Import CSV feature allows you to upload data straight into your RMP Connect Talent Pool, that has been captured outside of your events in Integrate Events (formerly Akkroo). Some examples of this may be your applicant or hires, Times Top 100 students, historical data or even data that may have been passed over by a careers service.
To import a CSV you need to do the following:
- Go to the RMP Connect Dashboard.
- Click the "Import Data" button on the left menu.
- Select "Upload CSV".
You then need to either drag your CSV file over the upload box or click upload CSV file and select the file you wish to upload, then click the green upload button below.
The next step, is to map your fields. This is essentially telling the system what information is in your sheet and matching it with the available fields in the Talent Pool. Some fields may automatically match, for any that don't, simply select the relevant field from the dropdown.
You then need to give your upload an interaction type. This is the most important step in the upload process - you need to assign it an interaction type in order for the data to be searchable and trackable.
An Interaction Type is the type of data or event that you are uploading, for example Careers Fair, Hired 2017, Times Top 100.
You can either select an existing interaction type or alternatively type a new one, which will be created automatically as you upload the CSV.
Next, you need to give the upload an Interaction Event. If this is data from an event, you can include the event name. If the upload is Hired data for example, then you can put in the month you uploaded the data.
You then need to give the upload an Interaction Date. You can choose to select today's date, alternatively if you would like to match it to the date the information was collected you can.
The final step is to scroll down to the bottom of the page and click the green upload button.
If there is any data in your CSV upload that is in an incorrect format, then it may flag some validation errors at this point that you can correct.
Next to every validation error, there will be a dropdown where you can choose the correct option.
Once you have corrected any errors, you need to select the green Import Data button.