MS Power Automate Desktop Integration

This allows to parse resumes from your desktop to several applications such as google sheets, excel online, ATS/CRM, etc.

Before you begin

  1. Install MS On-Premise data gateway following the procedure described at https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install.
    Note: Make sure your data gateway is set up in the same region as your CandidateZip environment region (see https://admin.powerplatform.microsoft.com/environments for CandidateZip environment region).
  2. Install MS PAD (Power Automate Desktop). Download Power Automate Desktop and follow the Power Automate Desktop prerequisites & limitations.

Integration Solution

This topic describes how to set up a flow for using CandidateZip Resume/Job Parser via MS Power Automate Desktop for the autonomous recruiting process.
  1. Visit https://www.candidatezip.com/ and click Sign Up For Free to open the https://app.candidatezip.com/SignUp website.
  2. On Sign Up page, enter the First and Last Name and Work Email. Read the Terms of Use, check the checkbox for I'm not a robot, and click Sign Up. If you already have CandidateZip account, click Login for your CandidateZip account.
    Note: You can also sign up using a social account such as Gmail, LinkedIn, or other accounts as necessary.


  3. On the Dashboard tab, click the Power Automate application that opens the MS Power Automate webpage.

  4. Sign in to the MS Power Automate application.

  5. Once you sign in to the MS Power Automate webpage, click My flows on the navigation panel.

  6. Click the New flow tab and select Automated cloud flow from the drop-down.

  7. On the Build an automated cloud flow pop-up:
    • Flow name: For this field, enter a flow name
    • Choose your flow's trigger: For this field, chose flow's trigger from the drop-down, such as When a file is added or modified


  8. Click icon and select +Add new connection.

  9. To create a connection, fill the File System fields as follows:
    • Connection name: For this field, enter a name for your connection.
    • Root folder: For this field, select folder path that contains resume for parsing.
    • Authentication Type: For this field, select windows.
    • Username: For this field, enter the username of your laptop.
      Note: To find the username of your laptop, run the command whoami in the command prompt (cmd).
    • Password: For this field, enter the password for your laptop.
    • Gateway: For this field, enter the name of the gateway that you created in Before you begin section.


  10. On When a file is added or modified (properties only) box, fill the fields as follows and click +New step:
    • Folder: For this field, select again the folder path that contains resume for parsing.
    • Number of files to return: 10 is the default and a maximum number of files (resume) you can parse. You can reduce the number as necessary.
    • Check Created and Modified Time: For this field, select Yes or No from the drop-down.


  11. On Choose an operation box, search and select File System. Click Get file content using path from the Action drop-down.

  12. On Get file content using path box, select Path for the File path field and click +New step.
    Note: When you press enter on the File path field, a Dynamic content pop-up is displayed, search and select Path on the Dynamic content search field.


  13. On the Choose an operation box, enter candidatezip in the search box and select Parse resume content via file content from the available Actions drop-down.

  14. On the Parse resume detail via file content box, select the fields as necessary and click +New step, for example:
    • FileName: For this field, select Name.
    • FileName: For this field, click File Content.


  15. On the Choose an operation box, search for google as connecter, select Google Sheets, and select Insert row from the Action drop-down.

  16. On the Insert row box, select the fields as follows:
    Note: Click icon and make sure that the correct Gmail ID is connected.
    • File: For this field, click icon and select the google sheet from your google drive.
    • Worksheet: For this field, click icon and select the worksheet of the google sheet.


  17. Once you add the google sheet details in the above step, all fields of the google sheets will be imported and displayed.

  18. Map the google sheet fields with the CandidateZip fields, for example, the Contact_FirstName field is mapped with the Contact_FirstName field of CandidateZip. Once all the fields are mapped, click Save.

  19. Once you save the flow successfully, click Test to test the flow.

  20. On the Test Flow box, select the Manually option for the first-time set-up and click Test.

  21. Once your test runs successfully, Your flow ran successfully message will be displayed. Click icon to see the flow details in the next step.

  22. On the flow details page, Details, History, Connections, and Owners details will be displayed.

  23. Once your integration is successful in step-23 above, the parsed data will be successfully stored in the google sheet. This confirms the successful integration.

Result

Once the integration of CandidateZip and MS Power Automate Desktop is done successfully as per the above steps, then all the resumes saved in your local path (you used while set-up flow) afterward will be parsed and the data will be automatically stored in the google sheets. The process of storing the parsed data in the google sheet from the local path becomes autonomous.