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Import Members to Referral Network of the ATS

To upload referral network members to your ATS, the file must be in the correct format. We have made an attempt to understand the most common file formats like the following, which require little to no manipulation.

Table of Contents

Supported Import Files

Outlook Contacts Export File

Export your contacts from Outlook and upload the resulting file into Arcoro. We have taken steps to ensure that our system "understands" this Outlook export format (.CSV) and will locate the proper fields and information from your list.

The Outlook contacts file may not contain all fields that you want to import. You can open the document in Excel and add the fields manually. For more information about available fields, you can refer to the following section.

If you are unfamiliar with exporting contacts from Outlook, you can expand the appropriate section below.

Exporting Contacts for Outlook Desktop App for Microsoft 365 (As of 7/2022)
  • Click File.

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  • Click Open & Export and click Import/Export.

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  • Select "Export to a file" and click Next.

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  • Select "Comma Separated Values" and click Next.

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  • Select "Contacts" for the email account that you want to export contacts from. Click Next.

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  • Browse where you want to save your contacts CSV file. Click Next.

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  • Click Finish.

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  • Review your CSV file after it has been created.
Exporting Contacts for Outlook Web App (As of 7/2022)
  • Click the People icon on the left-hand side.

    Outlook_-_People_-_00.png

  • Click Manage and click Export Contacts on the right-hand side.

    Outlook_-_People_-_01.png

  • Use the drop-down menu to specify to export all contacts or only contacts from a specific folder. Click Export.

    Outlook_-_People_-_02.png

  • Download and review your contacts.csv.

LinkedIn Contacts Export file

Simply export your contacts from LinkedIn and upload that file into the ATS. We've taken steps to ensure that our system "understands" this LinkedIn export format (.CSV) and that we'll locate the proper fields and information for your list.

The Outlook contacts file may not contain all fields that you want to import. You can open the document in Excel and add the fields manually. For more information about available fields, you can refer to the following section.

If you are unfamiliar with exporting contacts from LinkedIn, you can expand the section below.

Exporting Contacts for LinkedIn (As of 7/2022)
  • Click Me from the top of the LinkedIn webpage and click Settings & Privacy.

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  • Click Data Privacy on the left-hand side.

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  • Select "Connections" to export your LinkedIn contacts.
    Click Request archive and enter your LinkedIn password to confirm the request.

    LinkedIn_-_08.png

  • You will receive an email like below when your download is ready.
    Click download your data archive using this link.
    You will be taken to the same page where you requested your data.

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  • Click Download archive to download a zip file containing your requested data.

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  • Extract the zip file and open the connections.csv file to review its contents.
  • The connections.csv file will give a warning that the email addresses of your connections may not be present depending on the LinkedIn settings of your connections. This data will need to be filled in for the CSV to properly import.

    Excel_-_01.png

Manually Created CSV Import File

You can manually create or add any other list into the Outreach List function. The file format you upload must be .CSV (not .XLS, .XLSX, or "Tab Delimited") and the headers for each column must match the field names below:

  • Email_Address - Required
  • First_name - Optional
  • Last_name - Optional
  • City - Optional
  • State - Optional
  • Zipcode - Optional
  • Phone_number - Optional
  • Organization_name - Optional
  • Description - Optional

You can use the link below to download a CSV template. 

 Referral Network CSV Template

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Importing CSV File

Navigating to Referral Networks
  • Click Administration from the top menu bar.

    ATS_-_Administration_-_01.png

  • Click Referral Networks from the list on the left-hand side.

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  1. Click Import Members in the Action column of the desired Referral Network.

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  2. A pop-up will appear. Drag and drop the contact list/file onto the given space or click [Click here to select files].

    ATS_-_Referral_Networks_-_Import_-_01.png

  3. After the file has been uploaded, it will be parsed and you will be given a preview of the parsed data below before committing the data.
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