Import from Spreadsheet

Import from Spreadsheet is the fastest way to add many candidates to Pitch N Hire at once. Upload an Excel or .CSV file and the importer parses it automatically — no sample file and no fixed template to match. Once parsed, you choose where the candidates go: your Talent Pool, a job application, or a list.

Where to find it

Sidebar: Talent Network → Talent Pool Action: Click + Candidate (top right of the candidate table) URL: app.pitchnhire.com/talent-pool

Overview

From the Talent Pool table, the + Candidate button opens the Add Candidates dialog, where you pick how you want to add people:

• From Spreadsheet — upload an Excel or .CSV file to add multiple candidates at once.
• Add Manually — create a candidate profile by entering details one by one.
• From Resumes (PDF) — upload resumes and automatically extract candidate information using AI.

Choose From Spreadsheet and click Continue. A note reminds you that you can edit or update candidate details later. After import, each candidate’s Source is shown in the table (e.g. CSV).

Key features

• Bulk candidate import — add a whole spreadsheet of candidates in one pass.
• Excel & CSV — upload .xlsx or .csv files; the importer reads the rows for you.
• Automatic parsing — your candidate data is read and structured automatically — no sample template to match and no manual column setup.
• Choose a destination — send the parsed candidates to the Talent Pool, a Job Application, or a List.
• Two-step dialog — Step 1: Select Upload Type (method + destination), then Step 2: Upload File.
• Edit later — candidate details can be updated any time after import from the Talent Pool.

Step-by-step

1. Open Talent Pool from the sidebar.
2. Click + Candidate at the top right of the candidate table to open the Add Candidates dialog.
3. Select From Spreadsheet and click Continue.
4. On Where should this data go?, choose the destination for the imported candidates:
   • Talent Pool — add them to your central database for future hiring & sourcing.
   • Job Application — assign them to a specific job and move them into the hiring pipeline.
   • List — assign them to a specific list and move them into the hiring pipeline. Then click Continue.
5. On Step 2: Upload File, drag your Excel or .CSV file into the upload area, or browse to select it.
6. The importer parses the file automatically and reads your candidates.
7. Finish — the candidates appear in the destination you chose, with their Source shown in the table.

Tip

Keep one candidate per row with clear, descriptive headers (e.g. Name, Email, Skills, Experience). The parser handles your layout automatically, but tidy, well-labelled columns give the cleanest results.

Tips

Tip

Decide the destination before you upload. If these candidates are for a specific role, pick Job Application so they land directly in that job’s pipeline instead of only the Talent Pool.

Tip

Prefer PDF resumes over a spreadsheet? Go back to the Add Candidates dialog and choose From Resumes (PDF) instead. See Resume Import & Parsing.

Common issues & fixes

Some candidates didn’t import

The parser reads candidates row by row. Make sure each candidate is on its own row and that key details (like name and email) are present so they can be matched and imported cleanly.

My columns look mixed up after parsing

Use clear column headers and keep one piece of information per column. Re-saving the file with simple, descriptive headers and re-uploading usually resolves misread fields.

I chose the wrong destination

The destination is set on the Where should this data go? step. Run the import again and pick the correct option (Talent Pool, Job Application, or List) before uploading.