This step by step tutorial shows you how to export new (not existing) candidates into a Google sheet. Please note that in order to use this feature, you will need to have a Premium account with Zapier.
How to export basic candidate details into a Google Sheet:
#1. Open a new Google spreadsheet, give it a title and label your columns (i.e. candidate first name, candidate last name, email, etc.).
#2. Once finished setting up your spreadsheet, select the entire row that includes your column titles, go to View > Freeze > 1 Row
#3. Next login to your Zapier account and click Create Zap
#4. Under 1. Trigger select Webhook > for Trigger Event select Catch Hook, click Continue
#5. In a new tab, log in to your IdealTraits account.
#6. Go to My Settings > Add-Ons > locate the Zapier Add-On card.
#7. Refer back to Zapier and click Copy to copy your Custom Webhook URL
#8. In IdealTraits, paste this webhook URL in the blank field of the Zapier Add-On card, click Connect.
#9. You will need to create an action in your IdealTraits account in order to test the trigger. Do so by accessing one of your jobs landing page within your IdealTraits account and mimicking a candidate apply.
#10. Open your Zapier tab and click Continue. You will be asked to test your Trigger, complete this request and you should see a screen similar to the image below.
Note: if you are not seeing the same message, please repeat the above steps again or feel free to reach out to our client support team.
#11. To make sure that candidates are populating as they apply, under 2. Action, click Filter.
#12. For Filter Setup & Testing, select the following:
Only continue if: Querystring Tag, (Text) Contains, *Type* new.
If your screen matches the image below, click continue. If you are not seeing the 'Querystring Tag', refer back to step 9. This tag will not appear if in order to create an action, you added the test candidate manually, the candidate must come thru an external source like for instance, the Job Landing page.
#13. Under 3. Action, select Google Sheets
#14. For Action Event, select Create Spreadsheet Row
#15. In the next couple of drop downs, locate your Google account, the drive your spreadsheet is located in, your spreadsheet file, then the sheet you want the candidate to exported too.
#16. From here, the columns from your spreadsheet will populate into Zapier.
#17. Locate the proper query name for each column in your spreadsheet until all columns listed are grouped with a querystring.
#18. Click Continue and test your Zap.
#19. Once you are shown the success message, you can click “Turn on Zap” and candidates that flow into your IdealTraits account will now automatically populate into your Google Sheet.
If you have any additional questions regarding this tutorial please feel free to reach out, we are here to help.
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