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Importing Labels

Liz Gehret
  • Updated

Labels are tags that can be applied to data in Handshake to help you classify and organize that data within the system. Labels can be applied to students, contacts, employers, and jobs. There are three types of labels in Handshake: normal, public, and system.

This article will highlight the process of bulk importing a normal or public label onto data in Handshake via the Importer.

You can only import 10 unique labels per file. If you have more than 10 different labels in the file, you'll need to split your existing file into multiple separate CSV files. 

 

Topics:

 

Prerequisites

  1. Make sure you have access to the Importer Tool.

  2. Understand how to manually add/edit a label in Handshake - refer to School Settings: Labels for more information. 

High Level Workflow 

  1. Format your CSV file according to the specifications below. 
  2. Upload the CSV file to the Importer with the file-type Labels. 
  3. Review any error messages or file warnings once analysis completes.
  4. Choose the button to Run Job. 

 

Formatting your CSV

A set of required headers must be included in the CSV to import labels in Handshake.

These required headers include:

  • identifiable_type (must use one of the following)
    • User
    • Contact
    • Employer
    • Job
  • user_type 
    • Students
    • Career Services
      • Important: if you are uploading Contacts, Employers, or Jobs, leave this field blank. Although the field is blank, the header must be present in the file for the job to run successfully. 
  • identifier 
    • Only used when uploading a label to a User, Contact, or Employer
      • For a User/Contact, this is the email address in Handshake
        • Note: if the email addresses in your file don't match what is in Handshake, the labels won't be applied. 
      • For an Employer, this is the Employer ID 
  • identifiable_id
    • Only used when uploading a label to a Job
      • For a Job, this is the Job ID 
  • name
    • This is the name of the label you want to use. Only one label name can be inserted into a row. 

Optional fields that can be included in the import include: 

 

Important: field options in italics are case sensitive and must match what is in Handshake exactly. 

 

Example Image of File

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