A Deskflow User can Select or Mark Resumes/CVs that are to be imported into the database.
The rules that control how duplicate People records are detected and managed can be configured immediately prior to importing a list of parsed Resumes/CVs.
To configure these options, click View > Import Options
IMPORTANT: Set up these options before doing the import into the database
The default configuration settings used in the Resume Importer are shown in the example below:
Example: Resume/CV Importer Options - Owner, Origin and List Name settings
Example: Resume/CV Importer Options - Duplicate Detection Rules for Imported People Records
Matching an imported candidate with existing database content requires an initial two-factor match based on Lastname plus Email address, failing which a three-factor match is done based on Lastname plus Firstname plus one Phone number.
Using the default settings shown above, the following actions will occur from an import.
Example: Two-factor and Three Factor Matching
|
LastName |
FirstName |
HmPh |
WkPh |
Mobile |
Action |
|
Existing |
Snow |
James |
js@m.com |
123 |
|
333 |
Existing record |
Import |
Snow |
James |
js@m.com |
456 |
|
|
Match |
Import |
Snow |
James |
|
123 |
765 |
|
Match |
Import |
Snow |
James |
js@m.com |
|
|
|
Match |
Import |
Snow |
James |
kw@m.com |
666 |
|
333 |
Match |
Import |
Snow |
James B. |
js@m.com |
123 |
|
|
Match |
Import |
Snow |
Jim |
js@m.com |
888 |
|
333 |
Match |
Import |
Snow |
Jim B |
|
123 |
|
444 |
No Match |
Import |
Snow |
James |
|
|
|
|
No match |
Import |
Snow |
James |
|
321 |
678 |
|
No Match |
In the examples above, the Import record will replace the Eexisting record if there is a Match.
If there is No Match, a new record will be created.
In every situation of Match or No Match, a Resume/CV will be imported into the Resumes/CVs tab of a Candidate's profile unless the Resume Omit flag is checked.
So if the same record is imported twice, there will be two identical Resumes/CVs but no other fields will be duplicated. There is no fast and reliable way to compare if two documents are identical. Even though they are the same size, they could still be different.