Retrieving offer bonus fields from the Offers export

Zach Brown

August 12, 2022 13:00

Only users with Super Admin level access can export the Offer files required to complete this process.

At this time, the only way to retrieve offer bonus fields is by using the Offers export available in Visual Insights. Follow these steps to match offer bonus information to candidates.

Step 1: Navigate to Visual Insights > Exports > Offers.
Step 2: Generate the CSV for offers from the desired timeframe; download both the Offers file and the Offers custom fields file.

Offers data export page with pop-ups indicating the Offers file and Offers custom fields file is ready for download.

Step 3: Drag-and-drop the Offers custom fields spreadsheet into the larger Offers spreadsheet; both spreadsheets will now be contained within the same file.

Live image of Offeres custom fields spreadsheet being dragged into the Offers spreadsheet.

Step 4: On the Offers spreadsheet, right-click cell A1 (Offer ID) and select Filter > Filter by Selected Cell's Value; this will cause the sheet to appear blank.

Menu expanded from cell A1 in Offers spreadsheet; Filter and Filter by Selected Cell's Value options are highlighted.

Step 5: On the Offers custom fields spreadsheet, insert a column after column A; title this column 'Candidate Name.'

Offers custom fields spreadsheet with blank column B titled Candidate Name.

Step 6: Staying on the Offers custom fields spreadsheet, right-click cell C1 (Field Name) and select Filter > Filter by Selected Cell's Value; the sheet will appear blank.

Menu expanded from cell C1 in Offers custom fields spreadsheet; Filter and Filter by Selected Cell's Value options are highlighted.

Step 7: Staying on the Offers custom fields spreadsheet, open the filter in cell C1 and search for "bonus;" this will filter the sheet for only custom fields related to bonuses.

Filter menu expanded from cell C1 in Offers custom fields spreadsheet; 'bonus' typed in search field.

Step 8: Staying on the Offers custom fields spreadsheet, open the filter in cell D1 (Field Value) and set the filter parameter for greater than zero.

Filter menu expanded from cell D1 in Offers custom fields spreadsheet; fields to filter for values greater than zero are circled.

Step 9: Staying on the Offers custom fields spreadsheet, copy the first Offer ID in column A.

Offers custom fields spreadsheet; cell A2 selected and copied.

Step 10: On the Offers spreadsheet, open the filter in cell A1 and paste the Offer ID from the Offers custom fields spreadsheet into the search field.

Filter menu expanded from cell A1 in Offers spreadsheet; arrow points to search field with instructions to paste Offer ID here.

Step 11: Staying on the Offers spreadsheet, copy the name that appears in column C (under Contact Name).

Offers spreadsheet; contact name in cell C1 selected and copied.

Step 12: On the Offers custom fields spreadsheet, paste the name into the cell in column B (Candidate Name) next to the corresponding Offer ID.

Contact name from previous image pasted into cell B1 on Offers custom fields spreadsheet.

Step 13: Repeat steps 9 through 12 for each Offer ID associated with a bonus that you want to find the candidate name for.