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TRUEMATCHHR WORKFLOW GUIDE

Move candidate records with clear expectations.

Centralization starts with an accurate import plan. TrueMatchHR’s basic import creates private contact records; it does not automatically turn every legacy CV into a complete, published candidate profile.

01

Prepare the supported fields

The basic import accepts name, email, professional title, phone, city, country and permission evidence. Check spelling, current contact details and the country/city distinction before uploading. Keep your original export until you have checked the accepted records.

02

Record permission before importing

Only upload records you are authorized to use for recruitment. Add meaningful evidence, such as the source, permission date and evidence reference. A file containing email addresses is not itself permission.

03

Understand duplicate handling

An email already associated with a platform account is referred for administrator community-assignment review; it is not automatically attached to your organization. A duplicate private import in the same organization is not recreated. Neither path grants new contact rights to an existing account.

04

Distinguish a private import from a claimed profile

A newly imported record stays private to the importing organization under the access rules. An optional claim invitation lets the candidate verify the invitation and complete their own profile. Candidate publication and consent remain separate from the initial import.

05

Plan rich CV migration separately

The basic contact import does not migrate attached resumes, pictures, skills, career history or all custom fields from another ATS. Inventory those files and fields first, then contact the platform team about a controlled migration plan. Do not assume that a completed contact import means attachments were moved.

06

Check results before inviting candidates

Review a small permitted batch, verify the data and duplicate outcomes, then continue. Keep a record of your import source and evidence. Contact support when an existing platform profile needs a community correction.

Ready for the next step?

For account or workflow questions, contact contact@truematchhr.com.

PRACTICAL WORKFLOW GUIDES

Understand the steps
before you start.

Agency Candidate Database Import Guide

Understand supported import fields, permission evidence, duplicate handling, private records and candidate claims before moving your agency database to TrueMatchHR.

Read the guide

Candidate Sourcing & Protected Client Shortlists

Start with your own agency or employer community, source outside your network and give clients a protected shortlist they can review without an account.

Read the guide

Candidate Registration & Application Guide

Prepare required details, a CV and photo; review your reusable profile, apply to published vacancies and understand profile access and hiring-team notes.

Read the guide

Hospitality & Seasonal Hiring Workflow

Organize hospitality hiring, returning candidates, role requirements, client shortlists and seasonal shifts in a reusable TrueMatchHR hiring workspace.

Read the guide