Importing From .CSV / Excel Files

Instructions

To import Companies, Contacts, Candidates or Jobs from a .csv / Excel File, please follow these steps:

Important:  If your data is in Excel Format, you will need to Save your Excel files as CSV (Comma Separated Values) formats before importing. 

  1. Open the xOne Companion App & Login using your Exelare User Name & Password
  2. Click on Tools>Import/Export
  3. Click on ‘Import from Comma Separated File’ and click ‘Next’
  4. Choose which Table you are importing data in to (Companies, Contacts, Candidates or Jobs)
  5. Follow On Screen Prompts (different for each table, but self explanatory)
  6. On the last page, Click on ‘Advanced Options’
  7. Drag The ‘Import Fields’ from the Right Hand side of the screen to the ‘Map’ Column on the left hand side.  Match the fields from the right (importing fields) to the appropriate fields on the left
  8. When you are finished mapping the fields, click on the ‘Close’ button on the top right of the screen
  9. Click “Finish” to begin the import of your data
  10. If Prompted to ‘Save Map File’, click Yes
Hint:  At any point you can click on “Save Map” to save your progress.  You can come back to your import at a later time and locate the map file to pick up where you left off before.  This can be very useful when importing .CSV files from the same source over and over.


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