Company Import

Company Import

The company import is available through a wizard in the eRecruiter backend (.../Modules/Import/Companies) if you have the permissions to import data.

General data structure

  1. One account has many locations.
  2. One location can have none, one or more contacts.
  3. A contact must be assigned to one location.

Format

The input file must be a tab-separated ("\t") Textfile in UTF8 format. The rows are separated by new line and the columns are separated by tab. You can generate the input file with e.g. Microsoft Excel => Export => Change file type (*.csv). The first row must have the name of the columns to be able to map the columns to the appropriate account properties.
The import allows one column to have a multiline value. The multiline value should be separated by usual CR, LF (\n\r) characters and must be enclosed in quotation marks ("). Microsoft Excel generates this format automatically when exporting to an Tab-separated value (TSV) file.

Not supported characters

The quotation mark (") is not allowed in a value, because it encloses column values with multiline values.

Required fields

The import file must contain the column CompanyName. If a location should be imported the columns LocationStreet, LocationZipCode and are necessary LocationCity. If a contact should be imported the columns ContactFirstName and ContactFirstName must be provided.

Possible columns

Internal name
Name
Description / Possible values
Company data
CompanyName
Name
must never be empty. If empty company is ignored.
CustomField
Custom Field
Only custom fields with target "Account" are possible to import.
 
 
 
Company location data
LocationStreet
Straße
Street and street number / If not provided the location is ignored. Used as identity column.
LocationZipCode
PLZ
If not provided the location is ignored. Used as identity column.
LocationCity
Stadt
If not provided the location is ignored. Used as identity column.
 
 
 
Contact data
ContactGender

Geschlecht

male: "H", "M", "Herr", "Mr.", "1", "Mann" / female: anything else

ContactFirstName
Vorname
If not provided the contact is ignored.
ContactLastName

Nachname

If not provided the contact is ignored.

ContactTitle
Titel
 
ContactPosition
Position
 
ContactEmail

E-Mail-Adresse

Used as identity column

ContactPhone
Telefon
Used as identity column
ContactUsername
Benutzername

The username of the contact for the account portal. 

ContactPassword
Passwort
The password of the contact for the account portal.

Matching of columns

The column names in the first row (header row) of the input file are compared with the internal names or the names (see the table above) and are preselected in the wizard's dropdowns if any match was found.

Duplicates

There is an automatic duplicate check during the importing process. Duplicate companies, locations or contacts will not be created; also existing information will never be overwritten, but missing information will be added to existing companies, locations or contacts when it exists in the import file.

Import

When importing a company a history entry with type "Create" and subject "Company created" is created.

    • Related Articles

    • API - Company Import / Synchronize

      The XML company import is available through an endpoint on the eRecruiter API, if you have the "Companies" access level granted for your API key. General data structure One account has many locations. One location can have none, one or more contacts. ...

    • Applicant Import

      The applicant import is an open source command line tool and can be found at https://github.com/eRecruiter/eRecruiter.ApplicantImport. Format The input file must be a tab-separated ("\t") Textfile in UTF8 format. The rows are separated by new line ...

    • E-Mail Import (POP3-Postfach)

      E-Mails, die im Postfach eingehen, können schnell und bequem in den eRecruiter geladen werden. Sowohl der E-Mailtext als auch eventuell angehängte Dateien werden übernommen und können entweder einem bestehenden Bewerber oder einem neuen Bewerber, ...

    • Status Page

      Status Page Beschreibung Für alle eRecruiter Mietkunden gibt es die Möglichkeit, den aktuellen Stand bei Ausfällen oder Einschränkungen der Funktionalität des eRecruiters - oder von Teilbereichen davon - auf einer Statuspage beobachten zu können. ...

    • Job Request Document

      Before using the job-import, it has to be enabled in the mandator settings (Administration → Miscellaneous → Mandator settings → Request job from document → Request job from document). Furthermore, due to the document being linked to the imported ...