Enterprise Admin: Customize the Export Template

If your current  ATS/CRM can't be integrated into hireEZ, the best alternative is to create a customized .csv template to export candidates' data from hireEZ and import the file to the ATS/CRM.

To transfer the candidate's data, please make sure that:

As an Admin user, you can ensure the .csv template matches your ATS/CRM by creating a customized export template for the team.

To start, you can locate the feature under Sourcing-->Pipeline --> Export on your Admin Console. You are able to view the number of fields, creator, and created dates of the existing templates from here. Click on +New Export Template to continue.

Name your template. Then, drag the required columns to the block on the right. You may use the pencil button on the right of each field to change the title. When you finish, click on Save Template.

You can set the template as a Mandatory Export Template on this page as well. By checking the box here, this template will be the ONLY template available for the entire team/selected group. If multiple templates are applied, the team/group can choose from any of the applied templates.

You may also set the template for specific group under the Settings tab of the Group. You can select multiple templates here.

The Mandatory Export Templates can be viewed under the named tab. To edit/delete the template, click on the three dots on the right. Please note, when you are deleting a Mandatory Export Template, you need to remove the mandatory settings to enable the option to delete it.

After the template is saved, you and your team members will be able to find it the next time when exporting the candidates' profiles as CSV files. If needed, you may also click on the link below to Create New Customized Template from here.