By utilizing the import and export features of Gem projects, bulk importing people from Entelo into Gem and then into Greenhouse can be made simpler.
Create a new Project in Gem
Import the Entelo CSV into the Project
After creating and naming the new Project, click on the 'Options' button in the top-right of the project page and click 'Upload CSV' to open the importer.With the importer open, select which columns in the CSV correspond to Gem data fields (eg: email address). The importer will auto-detect so columns, but be sure to do a spot check to ensure data is correctly labeled. Click 'Upload' to import the people into the project. Gem will automatically choose the best primary email and other fields needed for Greenhouse during the upload process.
Download the Project CSV
Once the upload has completed and people added to the project, click on the 'Options' button on the Project page again. This time, click the 'Download CSV' option. This will initiate a file download of the people in the Gem project.
Prepare the CSV for Greenhouse
Open the project CSV file in your preferred spreadsheet application. Depending on the application, you may be asked to select some options before being able to edit the spreadsheet. Generally, the default options can be used.With the spreadsheet open in your application, you will need to add three columns: Job, Source, and Who Gets Credit. For each column, enter the appropriate values (eg: 'Engineering Manager', 'Entelo')
Upload to Greenhouse
With the spreadsheet prepared and saved, go to the Bulk Import page in Greenhouse. It can be accessed by clicking the 'gear' icon at the top of most pages on Greenhouse and then clicking 'Bulk Import' in the left column.On the Bulk Import page, click 'Upload Prospects Spreadsheet' and select the spreadsheet file. Follow the remaining steps in the Greenhouse data importer to finish uploading the people to Greenhouse. Be careful - Uploading the spreadsheet may create duplicate Greenhouse profiles. It is recommended you click into each Prospect that you upload and merge profiles if there was one.
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at email@example.com.