- Click the plus sign icon in the upper right corner of the database
- You’ll be presented with the option to add a Person, Company, or Job
- From the Add a Person page, you can manually enter the corresponding information on the left, or parse a resume on the right
- From the Add a Company or Add a Job page, you can manually enter all corresponding information
- Enter all necessary details and then click the Save button in the bottom left corner
- Note: You can also add new People records by utilizing the Email Parser, Chrome Extension, and/or Contact Importer
- You can also add new Company records by utilizing the Contact Importer
Top Echelon Recruiting Software Help Center
Locate Records Created from the Contact Importer
- Expand the Sidebar and click on the Settings icon
- Click to expand the Data Management section and select Contact Importer
- Locate the import you wish to view and click on the corresponding Add to Hotlist or Add to Pipeline link
- Select the appropriate list and click Save when complete
How to Import a List of People or Companies Using Contact Importer
- Top Echelon Recruiting Software’s Contact Importer gives you the ability to import spreadsheets and create new records for People, Companies or a combination of the two
- Make sure that each record is on a single row within your spreadsheet and that the first row of your file includes the headers that label each column
- From within Top Echelon Recruiting Software, expand the Sidebar in the top right corner of the page and click on the Settings icon
- Click to expand the Data Management section and then select Contact Importer
- To begin a new import, click the Start an Import button and then follow the steps of the Import Wizard