Purpose

This article describes how to configure the ability to export candidate details to a comma-separated values (CSV) file format, download the file, and available additional fields. The exported CSV file contains relevant information pertaining to the selected candidates, such as first name, last name, title, overall match score, and any other relevant details. This article is intended for Talent Acquisition users who want to export the details of a selected candidate to a CSV file.

Configuring CSV export

Customers need to use the following instructions to configure the CSV export within the Admin Console:

1. Navigate to App Marketplace.
2. Navigate to the TA pipeline CSV export app.
3. Click Install to install the application.
4. On Configure Settings to Install App screen, users can update the Export profile fields and then save the settings and install. Else, users can also update the Export profile fields post-installation.
5. Post-installation, click Update Settings. On the Update Settings screen, users can now update the Export profile fields and save the settings.

Downloading CSV file for candidates

To use the feature for downloading a CSV file, take the following steps:

1. Navigate to the positions pipeline and open a position.
2. Go to the Contacted tab and select a few candidates.
3. Open the menu option and click Export to CSV. This action results in a CSV download.

By default, the CSV file includes the following columns:

• firstname
• lastname
• email
• title
• phone
• urls
• id
• gender
• highlights
• location
• experience
• notes

Additional customized columns

Users can customize the columns that are included in the exported CSV file; this customization can help users tailor the exported data to their specific needs, allowing for more effective analysis and reporting. In addition to the default list of columns mentioned, users can select additional columns that they want to include in the exported data.

Updating the TA pipeline CSV export app settings

Navigate to the TA pipeline CSV export app and click Update Settings. The app has the following syntax requirements:

• Fields are case-sensitive and must have the correct underscores.
• The fields with sub-bullets use the syntax of “parent-field.child-field.” For example, to retrieve values for application_date and stage, you must use “application.application_date”, and “application.stage”.
• For fields that contain a list of values, you can retrieve specific values by indexing on the parent field, starting at 0 for the most recent value. For example,"experience[0].work" retrieves the company name for the most recent work experience, “experience[1].work” is the company name for the next most recent, and so on.

Available fields

You can use the follwing options are available to customize your export:

• badges
• timestamp
• industries
• endorsements
• awards
• projects
• publications
• patents
• group_id
• sources
• education
• skills
• match_score
  • overall
    • score
    • top_matches
• skill
  • score
  • top_matches
  • relevant_skills
• title
  • score
  • top_matches
• similiar_candidates
  • score
  • top_matches
  • relevant_skills
• experience
  • score
  • top_matches
  • relevant_experience_years
  • total_experience_years
• project
  • score
  • top_matches
• course
  • score
  • top_matches
• enc_id
• fullname
• title
• image_url
• whatsapp_number
• ats_entity_id
• company
• last_modified_date
• prospect_info
  • stage
  • last_modified_date
• feedback
• application
  • application_date
  • last_modified_date
  • stage
  • status