Data management and validation are important functions in maintaining Beamery as the single source of truth for your Talent Teams. Beamery's Contact Exporter bring your teams the efficiency and usability of exporting data across various platforms. This solution is tailored to streamline the data management process, ensuring a more intuitive and user-friendly experience.
How to Export Contacts
You can export contacts from any grid view, i.e. People, Pools or Vacancies with Bulk Actions.
Select the candidates you wish to export by checking the box next to their name. Alternatively, you can use filters or Boolean search to find the relevant candidates in your database, and check the box within the Full Name column heading, to select all candidates that meet your filters or search results.
After you have selected which candidate profiles you would like to export, click the bulk actions dropdown at the top of the contacts grid. Simply click the Export option and a module will appear for you to make edits to the structure of your export.
Customizing the Export File
- Name - To begin, in the Contact Export module that appears, choose a name for your export.
- File format - Select the file format you wish to use (currently only CSV is available).
- Data fields - Keep the file size manageable by using the dropdown in the module to choose the columns you whish to include in your export. This dropdown also contains an option for ATS Vacancy ID for easier tracking and management of applicant tracking data.
- Date format - Choose either the ISO date format (best for integrating the data with other systems) or a standard MM/DD/YYYY format for easier readability.
- Share file - Send the file to yourself or any other Beamery users. You will receive a notification when the export is complete.