Boon Employer Account Setup Guide - Lite Tier

Share

Explore

Upload Jobs/Create Departments

Upload Jobs

info

Boon can automatically import your jobs for customers at the Pro tier or higher!

⁠

Learn more⁠

⁠

There are two ways for Lite tier customers to add jobs to their Boon account.

1. Navigate to the
`openings section`⁠
in the Admin app

2. Select 'Import jobs'

⁠

⁠

⁠

3. Upload your .CSV import file

You can download and use the template file provided if you’d like, but it’s not required.

⁠

Screenshot by Dropbox Capture.png

⁠

⁠

4. Confirm field mapping

Boon proactively identifies potential matches to accelerate the process. Below you can see an example of job field mapping. The same process applies for opportunity field mapping.

⁠

Screenshot by Dropbox Capture.png

⁠

⁠

5. Confirm value mapping

Customers can map fields with predefined values to ensure data continuity.

⁠
⁠
⁠

6. Import complete! 🎉

Did this article help?

⁠

⁠

⁠

⁠

⁠
Admin App
⁠

Service Desk
⁠

Privacy Policy
⁠

Security
⁠
⁠

Share

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.