Bulk Import Templates
Recruiters Assistant provides standardized templates for all bulk operations to ensure consistent data structure and successful imports. This guide explains how to use these templates effectively.
Available Templates
We offer the following templates for bulk operations:
- Job Import Template - For importing multiple job listings
- Candidate Import Template - For importing multiple candidate profiles
Each template is available in both Excel (.xlsx) and CSV (.csv) formats to accommodate your preference and workflow.
Accessing Templates
You can access these templates in several ways:
- From the Documentation - Download directly from this page
- During Import - Templates are available on the respective import pages
- From Bulk Operations Home - All templates are listed on the main bulk operations page
Job Import Template
The job import template contains fields that match our database schema for job listings.
Template Structure
| Field | Required | Type | Description |
|---|---|---|---|
| title | Yes | Text | Job title |
| description | Yes | Text | Full job description |
| responsibilities | No | Text | Comma-separated list of responsibilities |
| required_qualifications | No | Text | Comma-separated list of must-have skills/qualifications |
| preferred_qualifications | No | Text | Comma-separated list of nice-to-have skills/qualifications |
| base_salary | No | Number | Base compensation amount |
| salary_range_min | No | Number | Minimum salary range |
| salary_range_max | No | Number | Maximum salary range |
| additional_notes | No | Text | Any extra information about the position |
Sample Data
title,description,responsibilities,required_qualifications,preferred_qualifications,base_salary,salary_range_min,salary_range_max,additional_notes
Senior Software Engineer,"We are looking for a senior software engineer to join our team.","Lead frontend development,Mentor junior developers,Participate in code reviews","JavaScript,React,5+ years experience","TypeScript,GraphQL,AWS",120000,110000,140000,"Remote position available"
Product Manager,"Seeking an experienced product manager for our SaaS platform.","Define product roadmap,Work with stakeholders,Analyze market trends","3+ years product management,Agile methodologies,Market research experience","SaaS experience,Technical background,MBA",110000,100000,130000,"Hybrid work environment"
Note: For text fields with commas inside the content, make sure to enclose the entire field in quotes to prevent parsing errors.
Candidate Import Template
The candidate template contains fields aligned with our candidate database schema.
Template Structure
| Field | Required | Type | Description |
|---|---|---|---|
| name | Yes | Text | Candidate's full name |
| Yes | Text | Valid email address | |
| phone | No | Text | Contact phone number |
| skills | No | Text | Comma-separated list of skills |
| experience | No | Text | Work experience summary |
| education | No | Text | Education history |
| certifications | No | Text | Professional certifications |
Sample Data
name,email,phone,skills,experience,education,certifications
John Smith,john.smith@example.com,(555) 123-4567,"JavaScript, React, Node.js, TypeScript","Senior Developer at TechCorp (2018-Present), Frontend Developer at WebSolutions (2015-2018)","Bachelor of Science, Computer Science - State University (2015)","AWS Certified Developer, React Certification"
Emily Johnson,emily.johnson@example.com,(555) 987-6543,"Product Management, Agile, User Research, Wireframing","Product Manager at SaaS Inc (2016-Present), Associate PM at Tech Solutions (2014-2016)","MBA, Business Administration - Business School (2014)","Certified Scrum Product Owner, Agile Certified Practitioner"
Template Usage Best Practices
Follow these guidelines for successful imports:
General Tips
- Don't modify column headings - The system expects the exact field names
- Don't remove columns - Keep all columns even if some are empty
- Don't add columns - Additional fields won't be processed
- Use proper formatting - Ensure dates, numbers, and text are properly formatted
Working with CSV Files
- Use text qualifiers - Enclose text with commas in quotes
- Watch for special characters - Some special characters may cause parsing issues
- UTF-8 encoding - Save your CSV with UTF-8 encoding for proper character handling
- Line endings - Use standard line endings (avoid manual line breaks in cells)
Working with Excel Files
- Use first sheet only - Only data on the first worksheet will be processed
- Avoid formulas - Convert formulas to values before importing
- Simple formatting - Remove complex formatting, colors, or conditional formatting
- No macros - Don't include macros or VBA code
Handling Lists in Templates
Several fields in both templates accept comma-separated lists (skills, qualifications, etc.). Follow these guidelines:
- Use simple commas - Separate items with a single comma
- Avoid trailing commas - Don't end your list with a comma
- Consistency - Use consistent terminology for better matching later
- Escape commas in text - If a list item contains a comma, enclose the entire field in quotes
Example of properly formatted skills list:
"JavaScript, React, CSS, HTML, Node.js"
Download Templates
You can download the latest versions of our templates here:
Warning: Always use the latest version of templates. Older versions may not be compatible with current system requirements.
Template Customization
While we recommend using the standard templates, you may have specific organizational needs. If you need customized templates:
- Contact our support team
- Explain your specific requirements
- We'll work with you to develop a custom import solution
Enterprise customers can request custom fields and import processes as part of their service agreement.