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Importing candidate data using a CSV file
Importing candidate data using a CSV file

Learn how to import your old candidate database from spreadsheet

Updated over a week ago

Mapping your data

Before you start compiling the data and filling in the CSV file, you will have to map your existing data. Select which information you would like to import into TalentLyft and determine in which column that value will go in the CSV file.

NOTE: You can find our import CSV file template here. Please note that you must download the file first in order to fill it out.

How to fill your CSV file

The CSV file opens in Microsoft Excel, and all you need to do is enter the information about the candidates you want to import.

The first cell of each column contains instructions on which information you need to enter and how. The explanation box will appear after you hover your mouse cursor over the first cell.

See a detailed list and description of the fields that are available for you to fill in the spreadsheet.

  • First Name - candidate's first name

  • Last name - candidate's last name

  • Job Title – current position of the candidate you wish to import

  • Email – candidate's contact email address

  • Phone – contact phone number of the candidate

  • Address – candidate's address

  • Job – to which job, that you have created in TalentLyft, you want to import the candidate

  • Stage – to which stage of the hiring pipeline for the selected job you wish to import the candidate. If the candidate is disqualified, enter the stage in which they were disqualified.

  • Disqualified – is this candidate disqualified or still active. Enter TRUE or FALSE.

  • DisqualifiedAt – the date (YYYY-MM-DD) when the candidate was disqualified.

  • Disqualified Reason – the reason for the disqualification if the candidate is disqualified.

  • Created – when was the candidate created (YYYY-MM-DD), date when they applied.

  • Summary – candidate summary. A short description of the candidate.

  • Note – which information would you like to keep regarding this candidate but can’t write anywhere else.

  • Skills – skills that a candidate possesses that can be useful, and you want to keep

  • Tags – values that can distinguish one candidate from another. Something specific that can help you search and filter candidates easier

  • Cover Letter – candidate’s cover letter text

  • SourceType - a source of the application that you want to import. The list of available source types can be seen if you hover over the SourceType header of the CSV template.

  • SourceSubType - depending on the SourceType, you will need to enter additional information regarding the application's source. If you hover your mouse cursor over the SourceSubType header of the CSV template, you will see what you need to enter, depending on different SourceTypes.

  • Resume – the name of the candidate’s resume file. Please note that the value you enter here must match the CV name in the ZIP file.

  • File – the name of the candidate’s file. It can be an additional certificate or another document you wish to save for this candidate.

The most important thing when saving your CSV file is to save it in UTF-8 format. That way, TalentLyft will be able to recognize all the characters.

Creating a ZIP archive with candidates’ CVs

Put together all the CVs you want to match with the candidates added to the CSV file, put them in the same folder, and archive them into a ZIP file.
The supported resume file types are .pdf, .doc, .docx, and .txt.

NOTE: The name of the CVs has to match the name of the candidate's Resume field in the CSV file.

Sending us the data

Once you have compiled all the data and created a CSV file and a ZIP file for your candidates’ CVs, send it to us so we can import the data to TalentLyft. You can contact us via email, or if it is a larger file, upload it somewhere and send us the link.

NOTE: When importing your old candidates and their data, we need to import them to a job in TalentLyft. When sending us the data, please specify which job you want us to import those candidates to.

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