See the ERAS Data Export Guide for instructions on exporting candidate CSV files.
RezRATE supports importing candidates from ERAS, SF Match, and additional data sources using a templated form.
To import candidate data, navigate to the ‘Candidates’ tab, and click the blue ‘Import Candidate Data’ button.
Click ‘Candidate Data Import’
You can click to browse your computer for the .CSV or .XLSX file that you wish to upload, or you can drag and drop the file in the outlined zone.
Note that RezRATE will use the AAMCID Candidate ID, or Email Fields as unique identifiers when executing imports. These Fields must be unique. Duplicate values will be assumed to be the same candidate.
After the appropriate .CSV document has been placed in the drop zone, you will be presented with the following screen:
This screen has the following columns (from left to right):
- Field Name from File
- Data Preview (First 3 Lines)
- Status
- Map to Field
- Do Not Import
‘Field Name from File’ identifies the various headers from the file that you are attempting to upload.
‘Data Preview (First 3 Lines)’ displays the first 3 rows of content under a specific header. This is useful for verifying the type of data. A field that contains a score is not useful if it is mapped to a field that is specified as a ‘Yes/No’ field, for example.
‘Status’ displays either a green check mark if the field is currently mapped to a field in RezRATE, or a red ‘X’ if a field still requires a selection to be made.
‘Map to Field’ displays which field the data will be sent to in RezRATE. Note that this also allows you to use a custom data field in RezRATE. If you add a column to the .CSV file, the data in that column can be sent to any field, regardless of how the header is named. This column also contains a blue ‘gear’ button that can be used to adjust the different field settings for your program without needing to navigate to the ‘Settings’ tab. For more information on these settings, please Click Here.
‘Do Not Import’ specifies that this specific field should be ignored while importing data to RezRATE. Files that come from ERAS or SF Match can contain many fields. If there are fields that are not useful to your program, you can mark them to be ignored by using the check mark in this column.
Once you have verified all of your fields, and clicked the green ‘Next’ button in the bottom right of the screen, you will see the following screen:
The candidates will be sorted into 3 potential columns:
- Red – Invalid Candidates
- Purple – Candidates to Update
- Green – Candidates to Import
The Red column will contain an candidate that does not have appropriate identifying information (Email address, AAMCID, or SF Match ID). These candidates will not be uploaded.
The Purple column will contain any candidates that have been previously imported. This signifies that RezRATE has identified that these candidates already exist in your program, and any information will be updated on the existing profiles.
The Green column will contain any new candidates. These will generate new candidate profiles in RezRATE.
Once you have verified these results, you can click the green ‘Import ‘X’ Records’ button in the bottom right of the screen (where ‘X’ is the number of records to be uploaded).
This takes you to the following ‘Results’ screen:
Each candidate that was part of the import process will be displayed and color coded as on the previous screen. Each candidate will also have a status associated, for example:
- Mike Valdez in the screen shot above is color coded green with a status of ‘New Candidate Added’, with a checkmark to the right side.
- There are two candidates who have no name, email address, or any other identifying information. These two candidates are red with a status of ‘Unable to Import – Missing Match Field’ with an exclamation mark to the right side.
Note that on the confirmation dialogue box, you might see special attention alerts, such as candidates that have been marked as deleted being included in your import data. These candidates can be restored from this dialog if they will be needed in the future.
