How to Import Labels

Teena Blaydes -

Labels are tags you apply to data you have stored in Handshake to help your classify and organize that data. There are three types of labels in Handshake (normal, public, and system) This article will highlight the process to bulk import either normal or public labels on data via the Importer.

Prerequisites:

  1. Ensure you have access to the Importer
  2. Review this label overview article + understand how to manually add/edit a label 

High Level Workflow:

    1. Format your CSV file according to the specifications below
    2. Upload to the Importer with the file-type "Labels"
    3. Review the automatic analysis completes
    4. Choose the button to Submit and Request Run

Example File:

 

.CSV Formatting:

Required Fields:

Notes: Field options in italics are case sensitive and must match exactly although headers can be added in any order

  • identifier
    • This cannot be the username (unless the username is the email address)
    • This is the student or contact's email address
    • If the account (email address) is not in Handshake, the label will fail to be applied
    • If uploading Employers, this is the Employer ID
  • identifiable_type (must be one of the following:)
    • User
    • Contact
    • Employer
  • user_type  (must be one of the following:)
    • Students
    • Mentors
    • Career Services
    • Blank if you are uploading Contacts, Employers
  • name
    • This is the name of the label you want to use (only one label per row is allowed)

 

Optional Fields:

Note: this is a private/institution-only label

  • label_type 
    • normal
    • public

 

Additional Resources: 

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