A Step-by-Step Guide to Importing Excel Data into Pronnel Boards

Understanding the Setup:

Before diving into Excel import, it is essential to complete your Pronnel board setup. This ensures a seamless mapping of attributes during the import process. In our example, we will use a Recruitment Board with various attributes like Candidate Name (Text), Email ID (Email), Mobile Number (Mobile), Position Applied For (Drop Down), Years of Experience (Number), LinkedIn URL (URL), Expected Salary (Currency), Date of Birth (Date), Technology (Multi Select), and HR in charge (User).

Prepare Your Excel File:

Check that your Excel file is well-prepared before importing. Ensure all mandatory fields, such as Title and Bucket, are filled. Additionally, format cells in Excel for fields like Mobile, Currency, and Date to facilitate easy mapping during the import process.

Note -Title and Bucket are mandatory by default. Also first row is considered as header and will not be uploaded as part of Excel Import.

Format Cells in Excel for Specific Fields:

1. Mobile Field:

   If your Mobile column has values like +919205532278, select the entire column, navigate to the format cells option, and choose custom. Type in the format +############.

   

2. Date Field:

   For the Date of Birth column, select the entire column in Excel. In the Format Cells dialog box, choose the Date option and specify the desired date format.

   

3. Currency Field:

   Similarly, for the currency field, choose the currency type in the format cells dialog box.

   

4. Dealing with Checkbox and Multiselect Fields:

   For fields like checkbox and multiselect, you can add values using a comma separator or allocate separate columns in the Excel sheet for each value. This ensures accurate mapping during the import process. In our example Technologies is a multi select field.

   

Initiating the Import:

• Upload Excel Sheet:

  With your Excel sheet ready, go to your Pronnel Board settings. Scroll down to the Import/Export Option and click on "Click to Upload."

  

• Map Excel Columns:

  Pronnel will prompt you to map your Excel columns to the Item Attributes of your board. Take your time to ensure accurate mapping.

  
  

• Verification and Import:

  Once mapping is done, click on Next. Review the data mapping on the next screen, ensuring all attributes are correctly matched. Click on the import button to initiate the import process.

  

Handling Import Results:

• Success Email:

  Upon successful import, you will receive an email indicating the success of the import process.

  

• Failure Log:

  In case of import failures, download the error log Excel file provided in the email. This file highlights the reasons for failure, allowing you to correct the information directly in the same Excel file.

• Re-upload Corrected Data:

  After addressing the issues, re-upload the corrected Excel file, repeating the import process.

Conclusion

By following this comprehensive guide, you can seamlessly convert your Excel spreadsheet data into Pronnel boards. This not only helps in streamlining data management but also ensures data accuracy and integrity. Empower your organization with efficient data handling practices, enhancing productivity and decision-making.