CSV Import
Bulk import candidates from a CSV file.
Before You Start
Required permission: manageCandidates
How to Import
- Go to Candidates in the sidebar
- Click Import CSV
- Upload your CSV file (drag and drop or click to browse)
- Review the preview table and fix any validation errors
- Click Import Candidates
CSV Format Requirements
The file must be a .csv file under 500 KB. It must include a header row with at least the three required columns.
Required Columns
| Column Header | Description |
|---|---|
First Name | Candidate's first name |
Last Name | Candidate's last name |
Email Address | Candidate's email (must be valid format) |
Column headers are case-insensitive.
Optional Columns
| Column Header | Description |
|---|---|
Phone | Phone number |
Current Title | Current job title |
Current Company | Current employer |
City | City |
State | State or province |
Country | Country |
Resume Link | URL to resume (optional, stored for reference) |
Columns not listed above are ignored.
Preview and Validation
After uploading, the page shows a two-column layout:
- Left panel — File summary: file name, row count, and error count
- Right panel — Data preview of the first 5 rows, validation errors (if any)
Validation errors must be resolved before importing. Common errors:
- Missing required column in header row
- Missing First Name, Last Name, or Email in a data row
- Invalid email format
Fix errors in your CSV file, then click Reset Upload to upload the corrected file.
Importing
The Import Candidates button is only enabled when:
- A file is selected
- The preview has at least one row
- There are no validation errors
After clicking Import, a results summary appears showing how many candidates were imported and how many had errors. Duplicate candidates (matching email already in the system) are skipped automatically.