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Pitchnhire Documentation

Import from Spreadsheet

The Import from Spreadsheet feature in Pitch N Hire allows recruiters to upload multiple candidates at once into the Talent Pool. Instead of adding candidates manually one by one, this feature helps save time and ensures data is properly structured.

It is especially useful when you already have candidate data collected in bulk (from job fairs, external sources, or legacy systems) and want to upload them directly into your ATS.

Step 1: Download the Sample File

  1. Navigate to Talent Pool from the left sidebar.

Spreadsheet Import Step 1

  1. Click Add (top-right).

Spreadsheet Import Step 2

  1. Select Import from Spreadsheet.

Spreadsheet Import Step 3

  1. Download the Sample Import File (Sample_Import.xlsx) provided within the system.

Spreadsheet Import Step 4

This file includes the correct headers, structure, and format required by Pitch N Hire.

Step 2: Prepare Your Data

File Type

  • Only .xlsx (Excel) format is supported.
  • Other formats like .csv, .xls, or .ods will not be accepted.

File Size

  • The file should not exceed 1 MB.
  • If your candidate list is larger, split it into multiple files and upload separately.

Maximum Records

  • You can import up to 1,000 candidates per file.

Mandatory Fields

  • Email ID is mandatory for every candidate.
  • If missing, that candidate will be skipped.

Duplicate Handling

  • Duplicate emails already in Talent Pool will not be re-imported.

Data Formatting

  • Enter details in the same format shown in the sample file.

Step 3: Upload Your File

  • After loading data into the sample file, rename it with a unique name.

Spreadsheet Import Step 5

  • Click the Upload box and select your Excel file, or drag & drop it.

Spreadsheet Import Step 6

Step 4: Preview & Validation

  • Once validated, a Preview screen appears.

Spreadsheet Import Step 7

  • Shows duplicate vs unique data.
  • Click Start Import.

Spreadsheet Import Step 8

Step 5: Assign Job

Continue Without Assigning

Spreadsheet Import Step 9

Select Job to Assign

Spreadsheet Import Step 10

Step 6: Complete the Import

  • Choose assignment option.
  • Click Assign Button.

Spreadsheet Import Step 11

  • System adds all valid candidates.

Spreadsheet Import Step 12

Step 7: Import History & Revert

  • Log of all imports maintained.
  • Available for 30 days.
  • Can revert within 48 hours.

Spreadsheet Import Step 13

Best Practices for Importing

  • Always download the latest sample file.
  • Keep files clean and structured.
  • Use unique file names.
  • Validate email addresses before upload.
  • Split imports into batches of 1,000 candidates.
  • Assign jobs during import if targeting a campaign.
  • Review preview carefully.
  • Use revert option within 48 hours if needed.