Bulk Upload

Bulk Upload Candidates

Save time by uploading dozens or hundreds of candidates simultaneously.

When to Use Bulk Upload

• High volume recruiting: Reviewing 10+ candidates for a position
• Career fair results: Importing resumes collected at events
• Sourcing campaign: Adding candidates from LinkedIn or job boards
• ATS migration: Moving candidates from another system

For 1-3 candidates, manual adding is usually faster.

Preparing Your File

Supported Formats

• CSV (.csv)
• Excel (.xlsx, .xls)
• Tab-separated values (.tsv)

Required Columns

Your file must include:

• name or full_name: Candidate's full name
• email: Contact email address

Optional Columns

Include any of these for richer profiles:

• phone: Phone number
• current_company: Current employer
• current_position: Current job title
• linkedin_url: LinkedIn profile link
• resume_url: Link to resume (must be publicly accessible)
• resume_text: Full resume text in a cell
• years_experience: Total years of experience
• skills: Comma-separated skill list
• education: Highest degree
• notes: Any additional context

Example File Structure

name,email,current_position,current_company,linkedin_url,skills
John Doe,john@example.com,Senior Engineer,Tech Corp,linkedin.com/in/johndoe,Python,AWS,Docker
Jane Smith,jane@example.com,Product Manager,StartupXYZ,linkedin.com/in/janesmith,Agile,Product Strategy

Upload Process

1. Open your campaign - Navigate to the target campaign
2. Click "Bulk Upload" - Find it in the candidate section dropdown
3. Choose your file - Click "Select File" or drag and drop
4. Map columns - Confirm which columns match which fields
5. Review preview - Check first 5 rows to ensure correct mapping
6. Upload - Click "Import Candidates"

Column Mapping

If your columns don't match our standard names exactly:

1. During upload, you'll see a mapping screen
2. Match your column names to our fields:
   • Your "Full Name" → Our "name"
   • Your "Email Address" → Our "email"
   • etc.
3. Confirm mapping
4. Proceed with import

What Happens During Upload

• Validation: System checks for required fields and valid emails
• Duplicate detection: Existing candidates (same email) are flagged
• Batch processing: Candidates are imported in groups
• Progress indicator: See real-time upload progress
• Error report: Any problematic rows are listed for correction

Handling Errors

If some rows fail to import:

1. Download the error report (CSV)
2. Fix the indicated issues
3. Re-upload just the corrected rows

Common errors:

• Missing required fields (name or email)
• Invalid email format
• Duplicate emails within the file
• Column count mismatch

After Upload Completes

• Success summary: Shows how many candidates imported
• Auto-assessment: If enabled, AI evaluations begin automatically
• View imported candidates: Click "View Candidates" to see your new list
• Monitor progress: Watch assessment status for each candidate

Duplicate Handling

When a candidate email already exists in the campaign:

• Skip (default): Don't import, keep existing data
• Update: Replace existing data with new data
• Merge: Combine information from both

Choose your preference during the upload process.

Best Practices

Clean your data first: Remove empty rows, ensure consistent formatting, and validate emails before uploading.

Test with small batch: Upload 5-10 candidates first to verify your format works correctly.

One campaign at a time: Don't try to upload to multiple campaigns simultaneously—it can cause confusion.

Limits

• File size: Maximum 10MB
• Row count: Up to 1,000 candidates per upload
• Concurrent uploads: One upload at a time per campaign

For larger datasets, split into multiple files.

Next Steps

• Request assessments for your uploaded candidates
• Use card view to browse efficiently
• Compare candidates to identify top performers

Quick Tip

Template download: Click "Download Template" on the bulk upload page to get a pre-formatted CSV with all possible columns.