Importing Candidate Lists
Importing a list of candidates from a previous or current ATS is quickly done in PivotCX. We've created a 5 step process to help break it down. Importing candidates makes it easier to engage with candidates as soon as possible.
Here are several reasons you may want to start importing lists of previous candidates to Pivot CX.
Lists can help you re-engage with previously interested candidates
In PivotCX, you can engage with candidates through texting which has an eight times higher open rate than email.
Lists are an excellent way to keep a constant flow of candidate interaction.
How to Import a List
Create an Excel sheet of candidates with the appropriate fields and headers.
Column Header | Comments | Required/Optional | Example |
---|
first_name |
| Required | Joe |
last_name |
| Required | Jobseeker |
phone |
| Required | +15552223333 |
email |
| Required | joe@jobseeker.com |
opt_in | Has the contact Opted-In to receive messages? | Required | TRUE |
street | Job seeker's address. | Optional | 555 Main Street |
city | Job seeker's city. | Optional | Indianapolis |
state |
| Optional | IN |
country |
| Optional | USA |
postal_code |
| Optional | 46077 |
source | The specific place/website from which your candidate came. | Optional (great to have) | Indeed | Taleo |
medium | The category under which the contact source resides. | Optional (great to have) | Job Board | ATS |
content | Position name on the requisition. | Required | Supervisor |
campaign | Name given to your import for easier sorting later on within PivotCX. | Optional (great to have) | YYMMDD-ATS-Candidates |
location | Job requisition location. | Optional (great to have) | Indianapolis, IN USA |
external_id | Used as an additional identifier. | Optional | your_ats_id |
job_id | Job requisition ID. | Optional | C1000 |
notes | Additional information included in the import. | Optional | Ten years of experience in manufacturing. Only Part-time |
Save this excel sheet as an xlsx file.
On the dashboard, click on the Candidates/Contacts tab.
Click import and drop your xlsx file in the box.

Wait as the system processes the new candidates.
After uploading a list, you can create a Blast.

The Importing Tool supports smaller lists of candidates. If you need assistance with a more sizeable import, don't hesitate to contact our support team via email at
help@pivotcx.io, and we can assist you in adding your list.
Related Articles
Adding Filtered Candidates to a List
After applying filters to select candidates you want to segment out, click on Actions on the top left of the grid to “Add filtered Candidates to list.” Don’t forget to give your new list a new name and click “Add.” You’ll automatically move to the ...
Error: Problem creating contact list when importing spreadsheet
If you get a "problem creating contact list" when importing a spreadsheet, it usually means that there is a problem with the spreadsheet. Here is how to check your spreadsheet for problems: Check the headings. If you have an extra heading on one ...
Filtering the Candidates Tab in PivotCX
PivotCX's Candidate tab provides a snapshot of your past candidates' contact information and info from the applications they have submitted for your jobs. One of the most powerful ways to leverage PivotCX is by creating remarketing blasts or ...
How to Open a Conversation
There are multiple ways to go to a specific conversation to start chatting with a candidate: When you are viewing the Deliveries Tab, Messages Tab, Candidates Tab, or Conversation Tab, clicking on a Chat Bubble next to a contact's phone number or ...
Statuses in PivotCX
Apply statuses allow Candidate Development Representatives (CDRs) and recruiters to better control applicant flow, from when job applicants first apply to the dispositioning of their application. Delivery and Follow-up Workflow Once PivotCX CDRs ...