We know that many programs use recruiting database software to manage prospects year-round. With FastRecruit, it's simple to import a large list of recruits that you pull from your recruiting database software at the start of the recruiting season, and export a list at the end of the season back into your recruiting software. Use this guide to help with these steps if your program uses ACS.
Topics:
Exporting Recruit Info from ACS
Importing Recruit Info into FastRecruit
Exporting Recruit Info from FastRecruit
Importing Recruit Info into ACS
Exporting Recruit Info from ACS:1. Log-in to ACS
2. Click on Recruits on the top of the page, then Recruit List under Sections:
3. Filter your list of recruits by grad year, ranking, etc. so you are only showing your active list of recruits:
4. Select the Recruits you want to export by putting a checkmark next to their name, or you can click the top checkbox on the column header line to select all Recruits.
5. After selecting your Recruits, click on Customize List in the left-hand corner:
6. Select the fields you would like imported into FastRecuit. We recommend First Name, Last Name, Grad Year, School Name, School City, School State, Club Team, High School Jersey #, Club Team Jersey #, Rank/Category, Position. & Coach. Select them by moving them from the left box to the right box using the arrows in between the two boxes. Click “Save and Return” when finished.
7. On the far right side, you will see a drop down menu for Reports. Select the List Report from the drop down menu:
8. Click the Printer icon on the right and it will download (not print) an Excel spreadsheet to your default download folder.
9. Once your download is complete, open the spreadsheet in Excel (or Numbers) and save the file as a CSV file. This can be done by clicking the File menu and selecting Save As. Name your file and choose your save location (we suggest the desktop), then click the drop down menu next to "format" to choose the Comma Separated Values (.csv) option. You can now save your file.
Note: If some of the information you would like imported into FastRecruit is not kept within ACS (e.g., Club Jersey #), you can manually add those topics within Excel (or Numbers). Be sure that you include a topic header for all of your columns in your .CSV spreadsheet.
Importing Recruit Info into FastRecruit:
1. Log-in to the FastRecruit Web-Portal
2. Once logged-in, click on the Recruits tab, click the Bulk Actions drop-down menu. Select Import
For Transfer
Click on the Transfers tab, click the Bulk Actions drop-down menu. Select Import
3. Next, an Import Recruit dialogue will appear. First, click Choose File and select the .CSV file you just created.
4. Next, you will match up the columns in your excel spreadsheet with the available fields in FastRecruit. You can also create new fields as you import if they aren't available in FastRecruit.
In this Map Columns window, you'll see the available fields in the FastRecruit System on the right, and the fields available from Your Import File on the left. Some fields will match up automatically based on name. If needed, select the drop-down in the left-hand column and select the appropriate column from your import file that matches the FastRecruit field. At the bottom of the example below, I'm selecting Class, which is a column header in my excel sheet, to match up with Grad Year, an available field in FastRecruit.
**Note that school name, school city and school state must all be entered on the .CSV file in order for high school information to be imported.**
5. If you have information on your import file that is not listed as an available field in FastRecruit, you can create new fields in the Custom Fields section at the bottom. Simply type in the name of the field you'd like to create (Position in the example below), then click the + button to the right. Once you click the + button, you'll be able to select the column from your import file that matches this new field in FastRecruit.6. Once you've mapped all of your fields, click Next to proceed. Pay attention to any error messages noting adjustments needed to your import file.
If you receive an error message like the one below regarding duplicate recruits within your file, you must delete any duplicate entries in your spreadsheet so that each recruit has a unique name. If you happen to have two recruits with the exact same name, please add an initial to one of the recruits so that their names are not exactly the same. You DO NOT need to close out of FastRecruit to do this. Simply open up your .CSV file, make the corrections needed and save your file, then press the Next button again in FastRecruit. If all duplicates have been removed, you can continue on your way to importing your recruits.
Exporting Recruits And Transfer's Info from FastRecruit:
1. Log-in to the FastRecruit Web-Portal
2. From the Recruits tab, select Bulk Actions > Export
For Transfer
3. In the Export Recruits window, fill in the criteria based on which recruits you'd like to export.
- By entering the date you updated/edited any recruit or transfer's information in the Updated After or Updated Before field, only recruits that you've added or updated in FastRecruit during that time frame will be exported.
- By entering the date you created a recruit or transfer in the Created After or Created Before field, only recruits you've added into FastRecruit during that time frame will be exported.
4. Click Export Recruits and your .CSV file will be downloaded.
Exporting Notes
To export your notes, go to the Reports tab > Notes
2. Fill in filters as needed to show only notes created during certain dates, for certain recruits, or by specific staff members. Leave these filters blank to export all notes. Once you've filtered as needed, click Export Notes.
3. You'll finally be asked how to sort the notes in the excel file. You can choose to sort by recruit or by most recent. We recommend sorting by recruit if you plan on transferring these notes back into ACS. Once you make your selection, your .CSV file will be downloaded.
Importing Recruit Info into ACS:
1. Log-in to ACS
2. Select the Help & Training button found in the top-right corner of ACS
2. Next, select Submit a request
3. In the subsequent request form that appears, fill out the following information:
Subject: Import Recruit Information
Description: Please import the attached .CSV files to our recruits list in ACS. Please take note of any potential duplicate recruits or notes.
Attachments: Attach the .CSV files you exported from FastRecruit. Ensure you attach BOTH the recruit file and note file if you exported both from FastRecruit.
4. ACS Support staff will receive the request and make updates to your Recruit list in ACS. Please contact ACS support for any questions from here on turnaround time for these requests.