Importing

You are able to import applicant information and order background checks in bulk through a spreadsheet!

 Set up the import

  •  Click on the "Imports" tab in the left-hand menu
  • Click on "Upload" under the Imports tab

Import_Upload.PNG

  • You can click on the "View Sample" link to see an example on how to set up your spreadsheet

Imports_Portal.PNG

 

  • Click on the "Download Template" link for our spreadsheet and enter in the applicants' information under the appropriate columns
    • The applicant's first name, last name, date of birth, SSN, email address, state, and the type of background check is absolutely required
    • Make sure to enter the type of background check you would like to order for all of the applicants. If you need the Plus package, please specify the State or the County and State that you want. 
    • If you have different packages that you need to be ordered, please create a separate spreadsheet 
    • You must have at least 30 or more applicants on the spreadsheet for us to be able to imports
  • Once the spreadsheet is completed, upload the spreadsheet through the by clicking on the "Upload" button and choose the spreadsheet file from your computer
    • This will notify us and we will import the file through our system 

View or remove uploaded files:

  • Click on the Imports tab in the left-hand menu
  • Click on "Files" under the Imports tab

Import_File.PNG

  • To remove a file, there is a delete link to the right side of the screen to remove files
    • It will give you a warning pop up before removing the file from your account

      Imports_Delete.PNG

  • To view the spreadsheet file, click on the file name

Import_File_Titles.PNG

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