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Description
To provide Agencies with the ability to onboard primary record data, a new Data Import tool has been created. This tool is an ideal substitute for the more complicated data migration script process, where a basic record import is required. For example if an Agency acquires another business with base data, the tool can be used to import Candidates, Clients and Contacts.
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| Info |
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When using a data import feature, a background process injects the data directly into the related fields in the record page. As such the normal in product logic that works when adding a new record, does not run - this means that the maintenance defined default settings are not applied. For example the defaults established in Maintenance > General Items > Pay/Bill Settings > Timesheet Details, will not apply where a data import has been used to create the record. These items (where not available in the import template) will need to be applied via editing the record after import. |
Benefits
This tool provides a solution to data import where the elements of data to be imported do not require a full data migration strategy.
Configuration
To provide a user with the ability to use the Data Import tool, open the user's security profile (Maintenance > Security), and in the Maintenance section, select the new Security Permission item 'Data Import'. Once this permission is true, the user will see the Data Import tile in Recruitment Manager Maintenance.
This feature does not apply Data Groups to lists within the Data Import Templates. Therefore a user that is given this permission and utilises the templates, will be able to assign data group items like 'Office Code' for any active office, irrespective for their own Data Group access.