User Guide: Contacts & Importing Data

This guide explains how to build and manage your professional network in Kandid.pro, track every interaction with recruiters and hiring managers, and bulk-import contacts from LinkedIn or career history from a document.

The Benefit: Why Manage Contacts in Kandid.pro?

A job search is won on relationships as much as applications. Keeping your contacts inside Kandid.pro — rather than scattered across your phone, email, and LinkedIn — means:

• Nothing Falls Through the Cracks: Every recruiter you've spoken to, every hiring manager you've met, is logged with their full history of interactions and a scheduled follow-up date.
• Smarter Applications: Link contacts directly to job applications so you can see at a glance who you know at each company and whether a referral is in play.
• Follow-Up on Time: The follow-up date field and the dashboard's Upcoming Contacts tile surface the right people at the right moment.
• Understand Your Network: Relationship types, tags, and interaction history give you a structured picture of the quality and breadth of your professional network.

The Contacts Page

Navigate to Contacts in the main sidebar. The page header shows your total contact count and provides buttons to add new contacts or import in bulk.

Finding Contacts

Search

Type in the search box to filter by name, email, or company in real time. Results update as you type.

Filters

Use the filter dropdowns to narrow the list:

• Relationship — filter by Recruiter, Hiring Manager, Referrer, Team Member, HR, Employee, Networking, or Other.
• Favorites — show only starred contacts, or only non-starred.

Active filters appear as dismissible badges below the toolbar. Click Clear all to reset everything at once.

Alphabetical Navigation

Click any letter in the A–Z bar to jump straight to contacts whose last name starts with that letter. Click the same letter again to clear the filter.

Sorting

Sort by Full Name, Last Contact Date, or Created Date, in ascending or descending order.

View

Toggle between Tile (card grid) and Table (spreadsheet) layouts using the icons in the toolbar. Your preference is remembered between sessions.

Adding a Contact

Click New Contact to open the contact form.

Required Fields

• First Name and Last Name — the only mandatory fields.

Optional Fields

Contact Flags

Four checkboxes allow you to mark the contact's role in more detail:

• Is Referrer — this person can refer you for roles
• Is Hiring Manager — they have hiring authority
• Primary Contact — the main point of contact at a company
• Mark as Favourite — surfaces them in the Favourites filter and the dashboard

The Contact Detail Page

Click any contact to open their full detail page.

Contact Card

The left panel shows the contact's core information. Most fields are click-to-edit — click a value to edit it and the change saves automatically when you click away. For larger updates, click the Edit (pencil) icon to switch all fields into edit mode at once.

Key actions in the header:

• Star icon — toggle favourite status
• Notes icon — open a side panel for free-form personal notes about this contact
• Edit icon — enter bulk edit mode
• Delete icon — permanently delete the contact (with confirmation)

Follow-up: Click the follow-up date to open a date-time picker and schedule your next touch.

Tabs

Applications

All job applications linked to this contact, showing company, role, status, and outcome.

Interactions

A chronological log of every touchpoint you have had with this person. This is the most important tab for active relationships.

To log an interaction:

1. Click Log Interaction.
2. Select the interaction type: Email, Phone Call, Meeting, LinkedIn Message, Note, or Other.
3. Enter an optional Subject (e.g., "Initial screening call") and required Notes (what was discussed, outcomes, next steps).
4. Confirm the Date — defaults to today.
5. Click Save.

Each logged interaction displays its type as a colour-coded badge, the subject, the date, and your notes. Use the edit and delete icons on each entry to correct the record.

Tip: After every recruiter call, log it immediately with key points and any commitments made — "They will send the JD by Friday", "Follow up if no word by the 15th". This prevents important details from being lost.

Calendar

A timeline of calendar events associated with this contact — interviews, meetings, and scheduled follow-ups.

Leads

Networking leads linked to this contact, showing pipeline status and temperature.

Tasks

Tasks that reference this contact, with a count badge showing open items.

Importing Contacts from LinkedIn

If you have an existing LinkedIn network, you can bulk-import your connections rather than adding them one by one.

Step 1 — Export Your LinkedIn Connections

1. Go to LinkedIn → Settings & Privacy → Data Privacy → Download your data.
2. Select Download larger data archive and request archive.
3. LinkedIn will email you a download link (usually within a few minutes).
4. Download the ZIP file and extract the Connections.csv file.

The CSV must contain these columns: First Name, Last Name, URL, Email Address, Company, Position, Connected On.

Step 2 — Import into Kandid.pro

1. On the Contacts page, click Import CSV.
2. The import dialogue opens with LinkedIn Connections Export selected.
3. Set a Default Relationship Type for all imported contacts (defaults to Networking). You can update individual contacts afterwards.
4. Skip contacts that already exist is checked by default. Leave this on to avoid duplicates — the system matches by email address or name + company. Uncheck it only if you want to overwrite existing records with data from the CSV.
5. Click Choose File and select your Connections.csv file.
6. Click Import Contacts.

Step 3 — Review Results

When the import completes, the dialogue shows a summary:

If any rows failed, the first ten error messages are listed with their row numbers. Click the expander to see all errors. Fix the CSV and re-import if needed — already-imported rows will be skipped automatically.

Quick Reference