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Bulk Import Prospects from Spreadsheet

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Are you developing carpal tunnel from manually adding tons of prospects into Greenhouse? Are you ready to follow up with prospects you met at your last meet-up or job fair, but you just can't bring yourself to wade through them all one by one? 

With Bulk Import you can use Excel to add many prospects into Greenhouse at once! 

You can only bulk upload Prospects at this time, not Candidates. To convert prospects to candidates, follow the steps below, then bulk move the candidates onto a particular job. Check out this article for a guide on how to do that.

Note: Prospects for jobs configured to comply with GDPR will automatically be emailed GDPR information after being imported.

 

Auto-Merge

If the Auto-merge feature is enabled for your organization, prospects added through Bulk Import will be assessed by Greenhouse Recruiting against your organization's system. If Greenhouse Recruiting finds a duplicate email address, the added prospect will be merged with the existing profile. You will see both the prospect's prospect application and the candidate's job application(s) listed under the import tag. 

 

Bulk Import Prospects

To begin your upload, click on the Configure icon Screen_Shot_2018-05-24_at_5.31.51_PM.png in the upper right-hand corner and navigate to Bulk Import from the left-hand panel.

Rather than format Excel yourself, we've created a handy template that should get you started. Click Greenhouse Prospect Import Template.xlsx or click here to download it.

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From there, add as much information about the prospects as you'd like. Bulk Importing supports:

  • First Name
  • Last Name
  • Company
  • Title
  • Notes
  • Email
  • Phone
  • Social Media
  • Website
  • Address
  • Department
  • Office
  • Job
  • Source
  • Who gets credit
  • Prospect Pool (for customers with CRM only)
  • Prospect Stage (for customers with CRM only)

If you don't care about a particular column, just leave it blank!

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When everything is neat and tidy, head back into Greenhouse and upload your file by clicking Upload Prospects Spreadsheet.

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You'll then be taken to the first of four mapping screens to make sure the columns are matched with the correct fields within Greenhouse. If you used our template, everything should be lined up appropriately.

If you decide you do not need a specific field, just select Don't import this field... to exclude it.

The next three pages allow you to map Sources, Who Gets Credit, and the Job you want to attach each prospect to. Once you are finished, Greenhouse will begin uploading your prospects in the background while you do other things.

If you happen to get interrupted during the mapping process, just head back to the Bulk Upload page and press Finish Import

Once everything is completed, you can click View Results to see a list of all your uploaded prospects, easily make edits, or convert them into Candidates!

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