Creating a new campaign using a CSV

A simple way to get your first campaign live is to upload a list of candidates using a CSV file. Below is a video and a step by step guide to assist you.

Quick video walk through on new campaign using a CSV

Formatting your CSV for upload

It's important you have the fields in your CSV formatted correctly to upload.

Synaptico needs 5 fields:

1. First Name

2. Last Name

3. Email

4. Specialisation

5. Location

See example CSV below.

Step by Step Guide

Step 1: Go to app.synaptico.io and log in to your Synaptico account.

Step 2: Click the "Campaigns" button.

Step 3: Click the "New Campaign" button in the top right corner.

Step 4: Complete all the required fields in the "Campaign name" field. Ensure all fields are filled in; otherwise, you cannot proceed with the campaign.

Step 6: Select the AI recruiter you want to use for the campaign in the 'Recruiter' field.

Step 7: Enter the email address for lead notifications.

Step 8: Double-check all fields and customise your email template as needed.

Step 9: Click "Upload Candidates (.csv)" and select your file.

Step 10: Review the uploaded data and click "Publish Campaign" once satisfied.

Step 11: Now when you go back to the Synaptico, visit the campaign screen and the new campaign will be loaded.