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How do I provide employers / contacts in onboarding?

How do I provide employers / contacts in onboarding?

Cam Kolick
Written by Cam KolickLast update 4 months ago

1. Click on Employers / Contacts

2. If you don't want to provide any employers as part of onboarding, check this box

3. Under import, there are two buttons to import records, employers and contacts

Of course, the employers are going to need imported first since they are referenced in the contact import. Here is an article to reference to get the information in the correct format for import: https://help.eduready360.com/en/onboarding/can-employers-and-related-contacts-be-imported . You can find both of the import templates in that article

4. To upload your employer import file, click "Import Employers"

5. Choose your CSV file

6. Click on Import

7. To upload your employer contact import file, click "Import Employer Contacts"

8. Choose your CSV file

9. Click on Import

10. After importing, you can see the list of your employers and contacts in the table at the bottom of the page

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