This step by step tutorial shows you how to export candidate assessment results into a Google sheet. Please note that in order to use this feature, you will need to have a Premium account with Zapier.
If you've ventured to this article after reading the article on how to export basic candidate details with Zapier, note that the process of exporting candidate results is a separate process. In the other Zapier article, we are exporting candidates that are NEW. In this article, we will be exporting candidates that are already existing, but updated themselves upon completion of the assessment test.
How to export candidate results 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, personality results, 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 clicking Jobs > locate an active job ad > access the jobs landing page ("copy URL") then in a new tab, apply to your own job ad then take the assessment test in order to trigger the profile_result querystring to populate into Zapier.
#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. At the bottom of the query list, you should see a query titled profile_result.
Things to note:
If the profile_result querystring is missing, change your requests from the Request drop down to the most recently executed request. If you still cannot find it, redo the steps listed above.
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* update.
If your screen matches the image below, click continue. If your missing the querystring tag, ensure that the candidate used in the request (part 1) applied to a job ad and was not added manually.
#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.
Suggest a Partner
Know of a company that IdealTraits should consider partnering with? We'd love to hear about them. Find the Suggest a Partner block in your marketplace to tell us more.
If you have any additional questions regarding this article please feel free to reach out, we are here to help.
Contact by chat: Click on the chat bubble in the bottom right of your screen.
Contact by phone:
8:30am - 5:30pm EST
Monday - Friday