Tools and Data Management

The Top Echelon Connect Extension tool can be added to select browsers and is designed to streamline and automate manual data entry for the Top Echelon Recruiting Software. The extension will allow you to import contacts directly from several sites into Top Echelon...

• Expand the Sidebar and click on the Settings icon
• Click to expand the Tools & Data Management section and select Bulk Ownership Change
• Select the user you wish to transfer records from and choose the records and entities you’d like transferred
• Select the user you wish to transfer records to and click the Review Transfer button
• Review the confirmation details and click the Transfer button

• Expand the Sidebar and click on the Settings icon
• Click to expand the Tools & Data Management section and then select Database Backup
• Choose your backup type in the top right corner and then click the Request Backup button
• You will receive a notification within Top Echelon Recruiting Software once the backup is complete and ready to download

• Exports of People, Company, and Job Order records are all housed on the Files & Exports page within Settings
  • This page allows you to manage your exports and review a history of these downloads for your firm
• To navigate to this page, expand the Sidebar and click on the Settings icon
  • Click to expand Tools & Data Management and then select Files & Exports
• To download a particular spreadsheet, click on the corresponding File Name
• To review a log of past downloads, click on the corresponding number in the Downloads column

• To access the Deleted Records page:
  • Expand the Sidebar and click on the Settings icon
  • Click to expand the Data Management section and then select Deleted Records
• To restore a deleted record:
  • Select the corresponding tab of the record type you wish to restore (People, Companies, or Jobs)
  • Click on the Restore button to the right of the appropriate record(s)

• Expand the Sidebar and click on Settings
• Click to Expand the Tools & Data Management section and select Merge Companies
• Search to locate the Duplicate and Keeper records by name
• When you’re happy with your selections, click the Merge button
• You’ll see a notification in the top right corner of Top Echelon Recruiting Software when your merge is complete

• Expand the Sidebar and click on Settings
• Click to Expand the Tools & Data Management section and select Merge People
• Search to locate the Duplicate and Keeper records by name
• When you’re happy with your selections, click the Merge button
• You’ll see a notification in the top right corner of Top Echelon Recruiting Software when your merge is complete

• Expand the Sidebar and click on the Settings icon
• Expand the Data Management section and select Contact Importer
• Locate the import you wish to delete and click the delete (trash can) icon to the right of the import details
  • All People and/or Company records that were newly added through that import will be deleted