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Importer: Historical Data Uploads

Liz Gehret
  • Updated

The following is a compilation of information that can be retrieved from your former system and transferred to Handshake. While some Importer job types are required or highly recommended for your Handshake implementation, some are optional. 

Click on the expandable headers below to learn more!

💡Note: the formatting of this data will likely need to be adjusted to be successfully uploaded in Handshake.

 

Required/Highly Recommended

Both your Contacts and Career Services staff are important to transfer!

  • Contacts
    • This may be the most important set of historical data that you upload into Handshake. This is your list of employer contacts who have recruited on your campus (either in person or virtually). To learn more about importing your contacts, refer to Importing Employer Contacts.
    • Tip: once uploaded, you can invite these employers to join your institution on Handshake to continue recruiting. This is the first step you will take in your implementation to launch Handshake to employers.
  • Career Services Staff
    • This is not required, but highly recommended if you have a large list of staff members who should have access to Handshake. This replaces the need to manually create staff accounts one at a time. To learn more about importing staff members, refer to Importing Career Services Staff.

 

Optional

Optional uploads can be used if you would like to report on historical information before you implementation with Handshake.

Each of the following sections can be imported into the system:

  • Appointments
  • Events
  • Fair and Event Attendees 
  • Notes
  • FDS
    • Though historical FDS data can be uploaded into your Handshake instance, there are a couple of things to consider beforehand:
      • Uploading this historical data is completely optional, and not required for your implementation or general use of the Handshake platform. These uploads have only been utilized for a few schools, and require very specific formatting for the upload to be successful. 
      • If you need to upload any FDS-related data (either FDS responses or recipients) we highly recommend contacting our Support team before your upload to ensure that you have all the appropriate data/formatting.
      • Use the Help Center to make sure your data is formatted correctly with the following articles: Importing FDS Recipient Data and Importing Historical FDS Responses.