How-to: Importing Candidates (CSV/Excel)

Overview

Import a CSV or Excel file containing your candidates’ contact information to invite them in bulk. Your file should contain these fields:

Field	Required
First name and last name, or a single Name column	Mandatory
Email	Mandatory
Phone number	Highly recommended

A phone number is only needed if you want to send SMS messages, which we highly recommend, since it leads to a higher candidate conversion rate.

Don’t forget the country prefix when entering a phone number. Numbers must use the format +X XXXXXXXXX.

Steps

1. Start the import

   Go to your position. Next to the Invite Candidate button, click “or import from a file” to start the import flow.

   
2. Upload your file

   Upload a CSV or Excel file. Hireflix will process the data. You’ll be able to match columns in the next step.

3. Match your columns

   Match each field to the right column in your file:

   • Link the firstname and lastname columns to the first name and last name fields. If your file has a single name column instead, enable the setting below to automatically parse names into first name and last name.
   • Match your email column.
   • Match your phone number column.

   This step is very important to tell Hireflix which column matches which type of data.

   
4. Preview the import

   Click Preview Import to check for issues before importing. The most common issue is phone numbers that don’t follow the +X XXXXXXXXX format. In the image below, we made a formatting error with the phone numbers. You can download the error report to understand what went wrong. Optionally, you can already import the candidates for which the data is correct.

   
5. Import your candidates

   Once everything looks good, import your candidates in bulk.

Learn next?

Learn what happens when invitations are sent.