UCP Export to Salesforce Import

The Salesforce team has prepared code to import positions and applicants from UCP exports. The following instructions guide you through preparing files for import.

1. Log into UCP with your credentials. Navigate to and click on Reporting. When the menu opens up, click on Reporting below Quick View Reports.

2. Search for Salesforce in the search bar and notice Non-OCR for Salesforce and OCR for Salesforce in the results. Click on the arrows to run each export. You will have to run one at a time.

3. Once running, you should see the following screen.

4. When ready, click on View Your Report.

5. Click on Save As Excel. Open your downloads folder. Rename the file Non-OCR or OCR (depending on which file you are downloading). In another window, open the FTP>CorpOut>Positions folder. Cut and paste each file to this folder. You're all done!