Start with the agency’s current intake and ownership rules, then choose the simplest reliable delivery method. Options include calls, secure lists, email summaries, résumés and an approved ATS integration. An integration should preserve source, campaign and stage while preventing duplicate or unauthorized records.
How to put it into practice
- Agree on required fields, recipient roles and duplicate handling.
- Map campaign and stage labels to the agency’s own definitions.
- Test with fictional records and verify success, failure and retry behavior before live delivery.
A practical example
A branch might accept a daily structured file while another uses an authenticated ATS connection. Both need a way to acknowledge receipt and return disposition data so campaign quality can be evaluated.
What to measure
Measure successful delivery, duplicate rate, time to first action and missing records.
A mistake to avoid
Never place API credentials in public website code or assume an email attachment has reached the right recruiter.
Turn the next step into a plan
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Plan my candidate campaign ↗Further reading
Industry and technical resources for this topic. The examples above are illustrative guidance, not client results.