This feature provides Agencies with the ability to onboard primary record data. This tool is an ideal substitute for the more complicated data migration script process, where a basic record import is required for less complicated imports. For example if an Agency acquires another business with base data, the tool can be used to import Candidates, Clients and Contacts.
If your agency utilises a third party CRM (not FastTrack Recruitment Manager), we advise against utilising this tool. Your CRM integration should be utilised to support the creation of records in FastTrack360.
The data is limited to 5,000 rows, however if you require more please contact support to discuss. Please be aware that importing volumes greater than this may impact system performance for your users.
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Three steps are required to migrate basic data into FastTrack360:
Download the applicable template by clicking on the Download Template action. You will be prompted to select a location to save the file.
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If you use Internet Explorer to download a template, the IE controls will insert 'Copy of' into the file name. This will need to be removed before you upload the completed template as per step 3 below - to remove this issue, we suggest you use a different browser like Chrome when utlising the Data Import tool. If you use Chrome to download a template, the Chrome controls may be set to block pop ups. Where this occurs a small icon displays with a cross - to continue download, click on the icon and select the 'Always allow pop-ups ...' setting and then Done. |
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3. Import the data by selecting the Import Data action. In the pop up, upload the data file as per prompts.
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Please be aware that the file name cannot exceed 50 characters. |
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In Maintenance > Data Import item Maximum Data Import Row limit displays the maximum allowable number of rows per data file. If you try to import a file that is greater than this limit, you will see a hard warning and you will need to reduce the number of rows, and re-attempt import. If you require a greater limit, please log a request (ticket) with Customer Service. Importing large files of data may have an impact on system performance, so you should ideally run the import process after hours so users are not adversely impacted. |
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