Before you import
Make sure your file is ready:- It must be a CSV file (
.csv). - Column headers must appear in the first row.
- Ensure quotes are correctly paired if any field uses them.
- Only import the data you actually need.
- Use
YYYY-MM-DDformat for any date fields. - Each row needs a valid email address (or another unique identifier, if enabled).
Option 1: Import from the Candidates page
- Go to the Candidates page.
- Click Add Candidates → Import from CSV.
- Upload your file.
- Map fields in your CSV to existing candidate attributes.
- Adjust import settings (see below).
- Confirm the import.
CSV import can be disabled for your workspace. If it is, you’ll see a lock icon and a message that your workspace admin has turned it off, ask an Admin to enable it.
Option 2: Import within a study
You can also import directly from inside a study. Candidates are added to your main candidate database and shortlisted automatically to that study at the same time.Import settings
During import you can configure:- Import name — a label for this batch.
- Candidate update process — how to handle candidates that already exist.
- Contact access — who can contact the imported candidates. This setting only appears on accounts with Teams enabled.
- Shortlist to a study (optional).
- Unique identifier — Email, or a custom attribute flagged as unique.
- Bulk attributes — apply an attribute value to every candidate in the import.
A custom attribute can only be used as the unique identifier for matching and updating existing candidates, if every row in your file is brand new, the import falls back to matching on email.
Troubleshooting
Still need help? Contact us at support@greatquestion.co — median response time is 19 minutes during support hours.