Import Data from CSV Files
Easily import your data from a CSV file in just a few minutes. You can use this tool for creating new records, as well as updating existing records. A detailed data import report is generated after the import process is completed. Should you have any problems importing your data, talk to us on Live Chat support, we are more than happy to help.
How to Import data from CSV files into Recruitly?
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You can effortlessly import data from CSV files in the respective modules by clicking on the top-right import button and selecting CSV/Excel data.
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Alternatively, you can navigate to the system configuration, choose "Import Data," and select the module for which you wish to import data. Select "System Configuration" after you click on your profile icon
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And click on "Import Data"
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Or, click here to be taken directly to the Import Module
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Select the module for which intend to import data. Choose between Leads, Deals/Opportunities, Contacts, Companies, Candidates and Jobs.
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Let's say you select "Leads", in the following page you can choose between "Importing Records" or "Bulk update fields"
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Upload the CSV, verify the mandatory fields, and ensure that the CSV file includes all required fields; otherwise, the import process will not proceed.
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You can then map the CSV fields to the corresponding Recruitly fields to proceed. This step must be done carefully as a mistake could cost time later on.
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Add supporting data preferences, such as handling duplicate records, Pipeline status, Source, Owner, and Tags, and click on "Confirm."
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A confirmation will appear on your screen & you can view the status of your import as well.
