Pull candidates, contacts, companies, or jobs out of Recruiterflow into an Excel file, with whatever filters and fields you need. Exports run from Advanced Search, which means you can scope the data exactly before sending it out.
Useful for recruiters handing data off to clients, ops leads doing audits, and admins migrating or backing up records.
How to run an export
Go to Advanced Search.
Pick the record type at the top — Candidates, Contacts, Companies, or Jobs.
Apply the filters you need on the right-hand panel to scope the results.
Select the records to export. Tick the header checkbox to select everything matching your filters.
Click the three dots above the results and choose Export to Excel.
The file downloads to your computer. The columns in the export mirror the fields visible in your Advanced Search view — adjust visible columns first if you want a tighter file.
Practical example
A recruiter needs to hand a client a list of every candidate submitted to their roles last quarter. They go to Advanced Search, filter candidates to "Submitted to client X between Jan–Mar," adjust columns to show name, current title, current company, and submission date, then export. The Excel file lands ready to send.
Things to know
Export permissions are role-based. If you don't see the Export to Excel option, ask an admin to check your role's permissions in Workspace Settings.
Very large exports (tens of thousands of rows) may be delivered by email instead of downloading directly. You'll see a notice in the UI if that happens.
The export reflects the columns visible in your current view. Add or remove columns in Advanced Search before exporting if you want a different shape.
Exports respect your filters exactly, if a candidate doesn't match, they won't be in the file even if you've selected them.