Yess

Do you have a lot of talented contractors or freelancers on your list? or may be a big list of clients to approach? -- Add them to the Yess People Management Platform! 🚀

1. <a href="https://help.yess.io/en/articles/6519445-how-to-add-contractor-or-freelancer-details-to-talent-pool-adding-one-by-one-freelancer-agency">Adding one-by-one </a>
2. Adding using CSV file <code> 👈 Let's See This Now </code>

- There are two ways to add the data
 1. <a href="https://help.yess.io/en/articles/6519445-how-to-add-contractor-or-freelancer-details-to-talent-pool-adding-one-by-one-freelancer-agency">Adding one-by-one </a>
 2. Adding using CSV file <code> 👈 Let's See This Now </code>

Let's dive deep into understanding how to add using a CSV file.

Go to Talent Pool or Clients and click on <code> Import CSV </code> button.

The below images are of Talent Pool but the Clients will have similar looking interface

Thinking about a template? -- No need to worry. Just create a simple CSV file with your desired fields.

1. For eg. - Name, Email, Company
 
 
 
2. Download or save the file as <code> .csv </code> extension

Click on <code> Next </code> button. Now, select the column and match it with the field names.

1. Here, we added 3 fields i.e. Name, Email, &amp; Company. So match it with the related field names. 
    
   
    

Click on <code> Next </code> button. Here, you can add certain information and can even remove it.

Click on <code> Next </code> button. The processing will start and the data will be imported within seconds!

1. Go to Talent Pool or Clients and click on <code> Import CSV </code> button. 
 
 The below images are of Talent Pool but the Clients will have similar looking interface
 
 
 
2. Thinking about a template? -- No need to worry. Just create a simple CSV file with your desired fields. 
 1. For eg. - Name, Email, Company
 
 
 
 2. Download or save the file as <code> .csv </code> extension 
 
3. Upload the CSV file to the pop-up.
 
 
 
4. Click on <code> Next </code> button. Now, select the column and match it with the field names.
 1. Here, we added 3 fields i.e. Name, Email, &amp; Company. So match it with the related field names. 
 
 
 
5. Click on <code> Next </code> button. Here, you can add certain information and can even remove it. 
 
 
 
6. Click on <code> Next </code> button. The processing will start and the data will be imported within seconds!

We're done! Enjoy your work and manage your freelancers, contractors or clients like a PRO! 🚀

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<a href="https://help.yess.io/en/articles/6522020-how-to-delete-a-record-from-talent-pool-or-client-list-freelancer-or-agency">How to delete a record from talent pool or client list? (Freelancer &amp; Agency)</a>

<a href="https://help.yess.io/en/articles/6523170-how-to-search-for-a-freelancer-or-client-from-the-talent-pool-or-client-list-freelancer-or-agency">How to search for a freelancer or client from the pool or client list? (Freelancer &amp; Agency)</a>

- <a href="https://help.yess.io/en/articles/6522020-how-to-delete-a-record-from-talent-pool-or-client-list-freelancer-or-agency">How to delete a record from talent pool or client list? (Freelancer &amp; Agency)</a>
- <a href="https://help.yess.io/en/articles/6523170-how-to-search-for-a-freelancer-or-client-from-the-talent-pool-or-client-list-freelancer-or-agency">How to search for a freelancer or client from the pool or client list? (Freelancer &amp; Agency)</a>

Learn about how to add a contractor or freelancer to the talent pool or clients to the clients' list section using CSV import method