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Presented by: Steve Mason & David MorelliPacific University Oregon

April 9, 2013

Session ID 2699

Recruiter Enrichment the New Age

Enrich Prospects or Suspects and Eliminate Duplicates

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About Pacific University Oregon

• Pacific University Oregon (Ory-gun)

– Founded in 1849 for Oregon Trail Orphans– Small, private university with campuses in Forest

Grove, Hillsboro and Eugene, Oregon– 5 Colleges; Arts & Sciences, Optometry, Education,

Health Professions and Business– 3,700 FTE, Undergraduate & Professional, split 50/50– Colleague since 1993, ODS 2008, Recruiter 2011.– Mascot is Boxer, a Chinese qilin

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Pacific University is located in the Tualatin Wine Country

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Pacific University Oregon – More Information

http://www.pacificu.edu/multimedia/ for Pacific University Year in Review, Boxer Tales, and Campus Life

http://www.pacificu.edu/about/location/directions-forest-grove.cfm/ for directions

http://www.pacificu.edu/admissions/ for Introduction to Pacific University

http://www.youtube.com/watch?v=WoXvH2a-a_A for view of Forest Grove area

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Session Rules of Etiquette

• Please turn off your cell phone/pager

• If you must leave the session early, please do so as discreetly as possible

• Please avoid side conversation during the session

Thank you for your cooperation!

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Introduction

With the change from CRM 4 to CRM 2011 the enrichment process for Recruiter has become easier for the majority of applications.  This presentation will provide an overview of the usual situation as an introduction to the Enrichment process. Then we will present the method used for a complex enrichment.  In this example, we compare Suspect records to Prospect records to identify overlap, and then enrich the Suspect records with a flag that will allow their deletion. The complex example will presume a need to view the underlying SQL tables, to write SQL queries against that data, and to return the query data into Recruiter using the Enrichment process .

These steps may be used for any Recruiter/CRM installation and do not rely upon Colleague.

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Goal of Presentation & Prerequisites

We will present the process in a step by step manner to facilitate duplicating the same process when you return to your institution.

The process requires the Recruiter System Administrator role, DB Reader rights to the Recruiter database and an understanding of T-SQL.

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Basic Enrichment

Improvements in CRM 2011 has made data enrichment easier in Recruiter.

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Basic Enrichment Example

• This example details how to add an extracurricular interest to a prospect.

• The source of the prospects can be a text file. Excel spreadsheet or any other format usable by Access.

• This technique can be used for any entity related to the prospect

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Import a prospect, then enrich extracurricular activities using name and email as the link

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Start with Imports

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Create a new Import

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Browse for the first import file - Contacts

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Select your CSV of Contacts

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Confirm Selected CSV File

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Select Automatic Mapping – CSV Headings from Recruiter

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Automatic Mapping Will Find The Headings

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It is OK if not all fields are mapped

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Confirm Mapping

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Do Not Allow Duplicates for Simple Enrichment

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Take a Break While the Import Runs

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Start a new Import as before – Extracurricular Activity

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Select Extracurricular Activity CSV

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Confirm Upload

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Select Automatic Mapping – CSV Headings from Recruiter

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Map Email to Prospect

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Also Map Contact – First with Full Name Default

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Add Email to Connect to Contact

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Confirm Lookup Reference

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Confirm Mapping

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Do Not Allow Duplicates for Simple Enrichment

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Take a Break While the Import Runs

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Check your Imports

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Make sure it was successful

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Check The Results

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And there it is

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Basic Enrichment Summary

• You can start with new Contacts or enrich existing contacts

• Export your existing Contacts to a CSV or create a CSV with new contacts

• Use email address and Full Name to attach interest to Contact

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Complex Enrichment

There are situations where data enrichment is more complex than can be handled with the General process.

They can still be accomplished.

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Complex Enrichment

• This example will identify duplicates by matching suspects to prospects

• Then the duplicate suspects will be flagged for deletion

• We use the SIC field since it is not used in Recruiter. Any unused field will work

• An Advanced Find selects the suspects with the SIC flag

• Then they are deleted

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Start with and Advanced Find for Leads

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Select Leads with no SIC and Related Contact (Origination Load)

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Save Query for future use (Save As)

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Edit Columns – Add and Remove

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Initial Column Add/Remove Screen

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Remove Name and Created On. Add First, Middle, Last, Email and SIC

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Click ! For Results

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Then Click Export Leads

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Export The Leads – Check Re-Import Option

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Open the Export File

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Save your Advanced Find Query

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Open the XML File in Excel

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Notice first column is D. A-C are Hidden

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Unhide A-C but Do Not Modify

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Unprotect the Sheet

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Remove All Data Rows – Keep Headings

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Save the XML Master File of Headings (once)

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Save it again to use for Import

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Save it again for a working copy

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In the CRM DB using T-SQL Create this View

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T-SQL View Continued (Part 2)

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Results of the View

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Copy the view results into working copy of XML file, save and close it.

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Start a new import

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Browse for the working file

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If you Do Not Allow Duplicates it Fails

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Take a break while the import runs

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Check the Import Status

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Errors Caused by Not Allowing Duplicates

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If you Do Not Allow Duplicates the Import Fails

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Allow Duplicates will Permit Enrichment

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Allow Duplicates and it Works

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Final Process - Delete the Duplicate Suspects

• After enriching run an Advanced Find for Leads with SIC = 1

• Select them all

• Click the Delete icon - X

• No more leads duplicating suspects

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Questions & Answers

• Feel free to contact us

• Steve – steve.mason@pacificu.edu

• David – dmorelli@pacificu.edu

• We will post this on the Client Forums, wherever they are in the future.

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Thank You!

Presenter(s) Steve Mason & David MorelliEmail(s):

maso2655@pacificu.edudmorelli@pacificu.edu

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