Source App: Zip Parsing + Target App: Zoho Recruit
This topic describe the procedure on how to create a hiring workflow using source app as zip parsing and target app as Zoho Recruit.
- 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 Resume from the drop-down.Note: Zoho Recruit is not applicable for the JD parsing.
- Choose a Source App: Choose either Email
Parsing or Zip Parsing from the drop-down as necessary. In
this case, select Zip Parsing.
- Select Zoho Recruit as a target app for Choose a Target App
field.Note: If JD is selected in the above step, then the Zoho Recruit, Hubspot, and the GreenHouse are not applicable as a target app.
- Click Add New Account for the Choose your Zoho Recruit
account field.Note: Select existing Zoho account from the drop-down as necessary.
- Sign in to the Zoho account on the Zoho Sign in pop-up.Note:
- You can also sign in using a social account such as Gmail, LinkedIn, or other accounts as necessary.
- If you are new to Zoho, click Sign Up Now to register for a new account.
- On the Zoho pop-up, select CandidateZip Inc and click Submit.
- Give access to the Zoho account to the CandidateZip and click Accept.
- Once the Zoho account is added successfully in step-3, map all the Zoho
fields as necessary with the relevant CandidateZip field in the Map Your
Fields section.Note: Mandatory fields are First name, Last name, and emails.
- 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 the created
workflow. 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 Zoho workflow is created, upload the zip folder containing the resumes/JD's
that are to be uploaded in the Zoho database. 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.Note: Make sure you do not upload any resume/JD which is already existing in the Zoho database to avoid errors and parsing credit loss.
- Recipient Emails: Select Hiring WorkFlow.
- Type: Select Resume or JD from the drop-down.
- Zip Source: Select Zoho workflow from the drop-down.
- Zip File: Upload zip folder. Zip folder must contains either resumes
or JD's as per the selection in step-1.
- Once you upload the zip folder in the above step, the resume/JD will be uploaded to
the Zoho database. To view the uploaded resume/JD on Zoho, click the
Candidate tab on the Zoho recruit page. Refer to Zoho Recruit Integration for more details on the Zoho.