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Import Candidates Using CSV

Import candidates via CSV and understand the required fields and upload process.

Mandy avatar
Written by Mandy
Updated over 2 weeks ago

With the CSV import feature, you can easily add candidates from other tools or platforms (like LinkedIn) into your system in bulk. This helps save time by allowing you to import up to 250 candidates at once. Available on all plans.

Key Details

  • File format: Only CSV files are supported for upload.

  • Maximum candidates per import: You can import up to 250 candidates at once.

  • Single job and pipeline stage: All candidates imported in one CSV file will be added to the same job and the same pipeline stage. If you want to assign candidates to different jobs or stages, you will need to upload separate CSV files for each.

Where to find the CSV Import Feature

  1. Click on the job you want to add candidates to.

  2. Click on the top rightAdd candidate.”

  3. Choose “Import candidates” and follow the upload instructions.

Required Fields for CSV Import

To ensure a successful import, make sure your CSV file includes these required fields. Each candidate's information should be listed in its own column.

Field

Required

Example

First Name

Yes

James

Last Name

Yes

Anderson

Email

Yes

james.anderson.togglhire@gmail.com

LinkedIn Profile

No

https://www.linkedin.com/in/jamesandersontoggl

Phone Number

No

+372 50000000

City

No

Tallinn

Country

No

Estonia

GitHub Profile

No

https://github.com/james_anderson_toggl

Handling Combined "Name" Columns

If your CSV file has a combined "Name" column (instead of separate First name and Last name columns), it will not be imported correctly unless split into two distinct fields. Both first and last names are required for the import.

Here’s how you can split the "Name" column into First name and Last name using Excel:

Steps to Split Full Names in Excel:

  1. Select the column with the full names.

  2. Open the "Text to Columns" tool: Go to the Data tab and click Text to Columns.

  3. Choose "Delimited": Select the "Delimited" option and click Next.

  4. Select the delimiter: Choose the space character as the delimiter, then click Next.

  5. Set the destination columns: Choose where you want the first and last names to be placed.

  6. Click Finish: Your full names will now be split into separate columns for First name and Last name.

Important Notes

  • Case-insensitive column names: The system will treat column names as case-insensitive. For example, first name and First Name are considered the same.

  • Empty fields: Blank fields will be ignored during import, except for mandatory fields like Email. If a required field is left empty, the import will fail.

  • Extra columns: Columns that aren't part of the required or allowed fields will be ignored. Only the fields in the "Field" table column above will be imported.

  • Job and pipeline stage: When uploading candidates, all imported candidates will be assigned to the same job and the same pipeline stage. To assign candidates to different jobs or stages, upload separate CSV files for each.

  • Accepted countries for CSV upload: We support a list of accepted countries for the Country field in your CSV upload. Please refer to this article for the full list of supported countries.

Why Is My Upload Failing?

If your upload fails, here are some common reasons why it might not work:

  • A required field is missing: Ensure all mandatory fields like First Name, Last Name, and Email are present.

  • A required field is there but the value is missing or invalid:

    • An invalid email address (e.g., james.anderson.com instead of james.anderson.togglhire@gmail.com).

    • An invalid LinkedIn or GitHub link

  • You’ve uploaded more than 250 candidates: Double-check that your file contains no more than 250 candidates.

  • Wrong file type: The file must be in CSV format; other file types (like Excel files) won’t be accepted.

If an upload fails, the system will also display an error message that tells you what went wrong, so you can easily address the issue and try again.

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