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How to add data to the talent pool or clients list? - Adding via CSV file (Freelancer & Agency) πŸ’Ύ
How to add data to the talent pool or clients list? - Adding via CSV file (Freelancer & Agency) πŸ’Ύ

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

Jiwon avatar
Written by Jiwon
Updated over a week ago

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! πŸš€

  • There are two ways to add the data

    1. Adding using CSV file πŸ‘ˆ Let's See This Now

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

  1. Go to Talent Pool or Clients and click on Import CSV 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 .csv extension

  3. Upload the CSV file to the pop-up.

  4. Click on Next button. Now, select the column and match it with the field names.

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

  5. Click on Next button. Here, you can add certain information and can even remove it.

  6. Click on Next 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! πŸš€


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