Once your CSV file is formatted, use the steps below to import your data.
Step 1: Navigate to the Imports section within the Candidates tab
Step 2: Click the circular icon in the upper right hand corner
Step 3: On the pop out window, select the Import List option that applies to the recipients you are uploading and follow the steps beneath each definition: "New Import" or "Add to Existing List"
Import Lists are used to group batches of recipients. Groupings often align with your Template organization but can include, import date, program cohorts, business divisions, and more!
New Import: Select this option if you're starting a new list from scratch
Step 4a: Title the new Import List
Step 5a: Select the Check Box next to Upload CSV File
Step 6a: Click the paper clip icon and select your CSV file from your file finder. If there are no errors with your file format, your records will upload automatically.
Step 7a: Double check all your candidates are shown on the Import page and proceed to Enrollment!
Add to Existing List: Select this option if you're adding recipients to a list that was created previously
Step 4b: Select the existing Import List from the drop down menu
Step 5b: Select the Check Box next to Upload CSV File
Step 6b: Click the paper clip icon and select your CSV file from your file finder. If there are no errors with your file format, your records will upload automatically.
Step 7b: Double check all your candidates are shown on the Import page and proceed to Enrollment!