In this guide, we'll walk you through how to import applicants into Business Draft.
1. Export Applications
Export your applications as a .csv. We have guides for how to do this on various platforms:
2. Import into Business Draft
Navigate the the opportunity in Business Draft. Click the import applications button on the top right. Follow the instructions to import your applications into Business Draft
When you import candidates into Business Draft, you can assign each column to one of the following:
First Name
– You must provide either a full name, or both a first and last name
Last Name
– You must provide either a full name, or both a first and last name
Full Name
– You must provide either a full name, or both a first and last name
Email
– You can assign multiple columns to the email field. If you import from indeed, they will mask all emails with a @indeedemail.com addresses. In this case, we HIGHLY recommend adding a screening question asking for a personal email, and then marking both as emails in the import. Business Draft will smart-decide the better email to use.
USA City & State
– For any field in the format "Miami, FL" or "Miami, Florida"
Phone
– Can be in any format. If no international code is present, it will default to +1 for the United States.
USA City
- Must be a valid, US city name (e.g. "Salt Lake City")
USA State
– Must be a valid, US state name in either the 2-letter or full name format (e.g. "OR" or "Oregon").
Current Role
– A text value of the candidate's current position (i.e. "Sales Representative" or "Receptionist")
Highest Education
– A text value with the highest education completed, usually either the type of education or the name of the institution (e.g. High School, GED, University of Oregon, Oregon High School, etc.)
Acquisition Source
– This is an optional field for your own internal reporting
Applied At
– The date the application was received. Must be within the last year, otherwise it will default to the moment of importing.
Interest Level
– Any candidates with an interest level of "Yes" (Capitalization-sensitive) will automatically be moved into the first interview and be sent a link to schedule
– Any candidates with an interest level of "Reject" (Capitalization-sensitive) will automatically be marked as disqualified.
Notes
– You can select unlimited columns for notes. All fields will be combined with commas, and added as a single note to the candidate (e.g. if there were three different fields that didn't map up to Business Draft, you could add them all to notes, and there would be a single note created in the format Note 1, Note 2, Note 3)
Screening Questions (Up to 15)
– You must include both a question & an answer column, and these will be added to the application information.