This import is used to quickly assign existing employees to vacancies and place them into the appropriate pipeline stages without manual updates.
Prepare your file for upload
Before import, you must create a spreadsheet and fill it with the information required for uploading.
Download the template to your computer and use it as a reference. (This sample is for reference only.)
The import functionality supports two file types: .csv and .xlsx.
Fill in the template with the corresponding candidate's data:
Candidate external / internal ID / email - Unique identifier or email used to identify the candidate.
Vacancy external / internal ID - Identifier of the vacancy the candidate is applying for.
Pipeline stage name - The name of the recruitment stage the candidate is currently in (e.g., “Screening,” “Interview,” “Offer”). This ensures the candidate is placed in the correct step of the hiring process during import.
Date applied at - The date when the candidate applied for the vacancy. This helps track when the application was received and maintain accurate hiring timelines.
Importing data into the system
Go to Settings > Import.
Select Assign candidates from the list.
Upload the previously created file to the system, and click the "Next" button.
Once the spreadsheet is uploaded, you can verify if all fields were imported properly. If some fields were not mapped automatically, then you can map the required fields manually. Click Next when all is done.
Click Import to finish the process.
The system supports automatic validation of imported data. If the imported data has an incorrect format, it will be colored red. In this case, you have to edit the file and replace the invalid data with the correct one, and re-upload the file.
Track file upload history
Open the Import history to view every import you’ve run.
See counts of records imported, updated, and any errors encountered.
Click a log entry to view detailed error messages and quickly resolve issues.
