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Import the candidates into the system

A quick manual on how to import candidates into the system.

Updated today

The import functionality can be used to add or update multiple candidate profiles. Importing candidates into the PeopleForce saves time by centralizing data and streamlining the recruitment process.


Prepare your file for upload

Before import, you must create a spreadsheet and fill it with the information required for uploading.

  1. 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.

  2. Update the template by adding column names that match your platform’s candidate fields. Here’s the list of possible fields:

  • full_name - Candidate full name

  • email - Candidate email

  • gender - Gender

  • skills - Candidate skills

  • phone_numbers - Phone Number

  • skype_id - Skype username

  • source - Candidate source

  • linkedin_url - LinkedIn profile

  • position - Position

  • location - Location

  • facebook_url - Facebook profile

  • added_on - Adding date

  • date_of_birth - Date of birth

  • desired_salary - Expected salary

  • currency_code - Currency

  • notes - Comments

  • created_by_id - Recruiter who added the candidate

3. Fill in the template with the corresponding candidate's data.

⚠️ Make sure that you provide data the correct format of: date (01.01.2021), phone number (+380), full name, email address. All fields are validated by the system.

The current date format can be found in Settings → General. The imported dates have to correspond to the current date format in your account.

All candidate profiles are linked to their emails. So when you import new data, you must double-check if the uploaded candidate emails correspond to their actual system emails. If the candidate’s email doesn't match, a duplicate candidate record will be created within the system. If the import is successful, the current profile data will be updated.


​Importing data into the system

  1. Go to Settings > Import.

  2. Select Candidates from the list.

  3. Upload the previously created file to the system, and click the "Next" button.

  4. 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.

  5. 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

  1. Open the Import history to view every import you’ve run.

  2. See counts of records imported, updated, and any errors encountered.

  3. Click a log entry to view detailed error messages and quickly resolve issues.


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