Source App: Zip Parsing + Target App: Google Sheet
This topic describe the procedure on how to create a hiring workflow using source app as zip parsing and target app as google sheet.
- Once you click Create New Workflow in section Hiring Flow
Dashboard, fill the following fields as follows:
- Name Your Workflow: Enter the name for your workflow. The System would assign a name to the workflow if this field left blank.
- Choose Document Type: Choose either Resume or JD from the drop-down as necessary.
- Choose a Source App: Choose either Email
Parsing or Zip Parsing from the drop-down as necessary. In
this case, select Zip Parsing.
- Select Google Sheet as a target app for Choose a Target App
field.
- On Choose Your Goggle Sheet account field, click Add New Account.Note: Add existing Gmail account, if any, and as necessary.
- On Sign in with Google pop-up, click on your Gmail account.
- On google alert, click Advanced/Hide Advanced and Go to candidatezip.com
(unsafe).
- Select the Gmail service checkboxes that you want to give access to
candidatezip.
- Once the Gmail account is selected in the above step, make the selection
for the following fields:
- Choose Your Google Sheet account: Your Gmail account will already be selected in this field, you can add a new account as necessary.
- Choose Spreadsheet: Select your google spreadsheet from the
drop-down.Note: Make sure you already created a google spreadsheet containing columns with the field name (such as Name, Email, Contact, Address, Skills, etc.) for which you want the details to be stored from the resume/JD. See the sample google spreadsheet with the field names at step-12.
- Choose Worksheet: Select your worksheet from the selected spreadsheet
from the drop-down.
- On the Map Your Fields field, all the google spreadsheet columns will be
listed. Map the google spreadsheet fields with the candidatezip fields and click
Done.Note: If you update (add/delete column) your google spreadsheet, click Refresh fields to get the updated fields list for mapping.
- A Success pop-up will be displayed once the workflow is created successfully.
Click Done on the Success pop-up.
- Click Existing Workflow on the left-side navigation panel to view all the
created workflows. You can do the following:
- Click
icon to edit workflow as necessary.
- Click
icon to Active/Inactive the workflow as necessary.
- Click
icon to delete the workflow as necessary.
- Click Create workflow to create a new workflow as necessary.
- Click
- Once the workflow is created, upload the zip folder containing the resumes/JD's that
are to be uploaded in the google spreadsheet. Click Zip Parsing, fill the
fields as follow, and click Submit.
- Zip File: Upload zip folder. Zip folder must contains either resumes or JD's as per the selection in step-1.
- Recipient Emails: Select Hiring WorkFlow.
- Type: Select Resume or JD from the drop-down.
- Zip Source: Select the workflow you created for the google
spreadsheet from the drop-down.
- Once you upload the zip folder in the above step, the resume/JD
will be parsed, and the output data will be uploaded in the google spreadsheet that
you added selected in step-7.