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Importing Data from a Spreadsheet
Importing Data from a Spreadsheet

This article explains how to quickly and easily add spreadsheet information to your eBoss database.

Robin Bonass avatar
Written by Robin Bonass
Updated over a week ago

TIME REQUIRED: 10 MINUTES
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YOU WILL NEED:

  • Your spreadsheets of data containing no more than 800 records per spreadsheet

  • Your spreadsheets saved as .csv files

STEP 1: GETTING YOUR DATA READY TO IMPORT

1.1) Ensure your data is correctly laid out on your spreadsheets. It needs to have columns containing the same type of data.  You can download these template spreadsheets to help you:

Candidate Spreadsheet
Client Spreadsheet
Job Spreadsheet

STEP 2: UPLOAD YOUR SPREADSHEET

2.1) Navigate to the Import section of your database

2.2) Select either Candidate CSV, Client CSV or Job CSV Import tab

2.3) Upload or Drag & Drop your CSV file

STEP 3: PROCESS YOUR SPREADSHEET

3.1) Click Process next to your uploaded spreadsheet. This will show you the first few records on your spreadsheet.

3.2) Check the headings displayed are correct for your data. Choose from the drop downs above each column of data to change or add a missing heading.

3.3) Click Submit.  Stay on this page until your import has completed.

 
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