Import clients, contacts and jobs

What this video covers

1. Clients and jobs have their own CSV import, separate from candidates.
2. Download a Generic Excel, Recruit CRM, Zoho Recruit or Manatal template, or upload a file and match its columns. Save Excel as CSV first.
3. Preview before anything is saved. A client matches on the exact name; a contact matches on email, so import clients first.
4. Jobs are saved as drafts. They are not on the career page or the job feed until you open them.
5. An optional later file can add notes and pipeline stages, matched by email and job title, only for stages the product already uses.