Upload resumes/ CV to Excel from Workboard using resume/ CV parser.
Upload resumes to Excel from Workboard using resume parser. This is an automated process and needs one-time setting using Zapier. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Excel from Workboard using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
Select Workboard as Trigger
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
New Goal
Triggers when you select a goal on Workboard and push it to your Zap.
New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
New Comment In Goal
Triggers when a new comment is added in a goal
New Comment In Action Item
Triggers when a new comment is added in action item
New Meeting
Triggers when you create a team meeting or 1 on 1 meeting on Workboard.
Save + Continue Based on option selected - set the rules and test it.
And Click Finish
Step 3: Choosing the Action App: CandidateZip
- Similar to the trigger app, now you have to choose the action app which is CandidateZip.
- Select CandidateZip action: Choose from the various options according to your needs:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - Select CandidateZip Account: Connect your CandidateZip account.
- Set up CandidateZip Resume: Fill in the following fields:
- File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
- Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox) - Send Test Resume to CandidateZip OR Skip Test:
(We recommend send test resume to CandidateZip to avoid any possible issues later.)
On a successful test, click Add a Step to add the target app, where you want to store extracted information.
Candidate Zap will then push these intelligent datasets into Google sheets for quick and easy reference.
- Create one Excel spreadsheet in your office365 account, and make one dummy entry with all fields you require. You can download sheet from here
- Select Excel as next step in your zap
- Select option
- Add Row (Recommended)
- Authorize office365 account
- Select Spreadsheet name and worksheet name
- Map worksheet fields with CandidateZip fields under selecting Parse Resume Basic like First name, Phone, Country, email, current employer etc.
- Finish this zap
Step 5: Final working
Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring Workboard. And with in few minutes that attachment data will be inserted into your Excel.
Disclaimer
Workboard, Excel, Zapier, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.
Upload resumes/ CV to Excel from Workboard using resume/ CV parser.
Upload resumes to Excel from Workboard using resume parser. This is an automated process and needs one-time setting using Workato. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Excel from Workboard using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
Step 3: Choosing the Action App: CandidateZip
- Similar to the trigger app, now you have to choose the action app which is CandidateZip.
- Select CandidateZip action: Choose from the various options according to your needs:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - Select CandidateZip Account: Connect your CandidateZip account.
- Set up CandidateZip Resume: Fill in the following fields:
- File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
- Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox) - Send Test Resume to CandidateZip OR Skip Test:
(We recommend send test resume to CandidateZip to avoid any possible issues later.)
On a successful test, click Add a Step to add the target app, where you want to store extracted information.
Step 5: Final working
Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring Workboard. And with in few minutes that attachment data will be inserted into your Excel.
Disclaimer
Workboard, Excel, Workato, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.
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