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Uploading Contacts in Bulk
Uploading Contacts in Bulk

You can do bulk upload of contacts via excel spreadsheets.

Abhishek Satija avatar
Written by Abhishek Satija
Updated over a week ago

When you find yourself in a situation where you need to add a large number of contacts at once, you can take advantage of the bulk upload feature, which allows you to upload contacts from an existing Excel sheet (specifically in xlsx format). The process can be completed by following these steps:

1. You can go to the link directly : Or when you log in to Recruiterflow do as shown below :

2. Once you're on the page, you will have various options. In this case, select the "Do a bulk upload" option to indicate that you want to upload multiple contacts at once.

3. Prepare your Excel sheet containing the contacts in the required xlsx format. Then, proceed to upload the file using the provided interface.

4. After the upload is complete, the system will confirm whether the data has been successfully uploaded. At this stage, you will be presented with a screen displaying the headers and corresponding values from one of the records within the sheet. This serves as a preview to help you ensure that the information has been accurately transferred. If everything looks correct, you can proceed to the next step, which involves mapping the headers to the appropriate fields within the Recruiterflow system. To initiate the mapping process, simply click the button located at the bottom of the screen.

5. The mapping step allows you to associate the headers from your sheet with the corresponding fields in Recruiterflow. This includes both system fields (such as name, email, and phone number) and custom fields that you may have created. By mapping these fields, you ensure that the relevant information is correctly aligned and imported into the system.

6. Once you have completed the mapping process, you can optionally proceed to the next step, which provides an opportunity to add a tag to the imported contacts. Tags are useful for categorising and organising contacts based on specific criteria. This step allows you to assign a tag to the batch of contacts you have just uploaded, making it easier to locate and manage them within the Recruiterflow system.

By following these steps, you can efficiently add a large number of contacts to Recruiterflow by performing a bulk upload from an existing Excel sheet. This feature not only saves time but also ensures accurate data transfer, making it a convenient solution for managing your contact database.

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