| Available for | Roles | Super Admin, Admin Incl. users with a Super Admin or Admin cc'ed on the request |
| Permissions | N/A | |
| Packages | LeverTRM, LeverTRM for Enterprise |
This article will cover how to bulk import candidates with assistance from Lever Support. If you are looking for a self-serve way to create candidates in Lever based on resume files alone, then please refer our help article on bulk importing candidates via email.
When to use the support-assisted method
Before proceeding, note that Lever's bulk import feature allows you to easily generate candidate profiles and opportunities in your Lever environment. This feature is the most efficient method for importing candidates that do not require a resume to be attached to their opportunity. To learn more about this method, refer to our bulk candidate import help article.
In circumstances where the bulk import feature cannot be used, Lever offers two alternative methods for bulk importing candidates:
- Alternative Method 1: Email forwarding
- Alternative Method 2: Assistance from Lever Support
The support-assisted method requires you to fill out a CSV spreadsheet with candidate information that you then send to Lever's Support team for import. As long as the information on the spreadsheet is formatted correctly, the corresponding candidate profiles will be generated in your organization's Lever environment upon import.
Filling out the spreadsheet
Start by downloading and opening the templated CSV spreadsheet attached at the bottom of this article. As you are filling out the spreadsheet, it is important to keep the following guidelines in mind:
- Do not change the file format of the spreadsheet. The CSV file that you provide must be in a comma-delimited format.
- The name of the file that you send for import must be composed solely of letters, numbers, underscores (_) and/or dashes (-). Do not include any spaces or special characters in the file name.
- Do not add, remove or modify any of the column headings in the spreadsheet.
- Each row in the spreadsheet will generate a new opportunity in Lever. The number of rows in the spreadsheet must not exceed 5000.
|
|
If you wish to attach resumes to the generated opportunities, include them in a .zip file along with the CSV spreadsheet. Resumes must be in either a Word or PDF file format. |
In the table that follows, you will find a description of the fields corresponding to each column in the spreadsheet. Please read this chart carefully, so you understand how the values in each cell must be formatted in order to import correctly into Lever.
| Column Header | Field Description |
|
Lever Profile ID |
This is a string of characters that is visible at the end of the URL when viewing an opportunity associated with a candidate's profile in Lever. It serves as a unique identifier for each opportunity. Only input an ID to this field if you wish to add an opportunity to an existing candidate profile in Lever. |
| Full Name | Input the candidate's first and last name. This field is required for all candidates being added via CSV import. |
| Input the candidate's email address. If the candidate has multiple email addresses, separate them using commas with no spaces in between. Be sure that the email address that you enter is accurate, as Lever cross-references email addresses to catch duplicate profiles. | |
| Date Added | Input a creation date for the opportunity. Only dates after 1980 can be accepted. The date must be formatted as Unix time in milliseconds (refer to the instructions for Unix timestamp generation below). |
| Stage | If you would like the generated opportunity to enter your pipeline at a specific stage, specify the stage in this field. Only input the names of stages that exist in your pipeline and ensure the name matches exactly. If the stage is left blank on the spreadsheet, the generated opportunity will be added to the 'New Lead' stage of the pipeline. |
| Archive Reason | If you are adding an opportunity that that has already been disqualified (for historical and/or reporting purposes), add them to your archive by specifying an archive reason in this field. Only input archive reasons that currently exist in your archive and make sure the name matches exactly. If you input an Archive Reason but leave the Stage field blank, the generated opportunity will be archived from the 'New Lead' stage upon import. |
| Archive Date | If you are adding an opportunity that that has already been disqualified (for historical and/or reporting purposes), specify the archive date in this field. Only dates after 1980 can be accepted. The date must be formatted as Unix time in milliseconds (refer to the instructions for Unix timestamp generation below). If you input an Archive Reason but leave this field blank, the Archive Date will be set as the time of import. |
| Sources | Sources specify where an opportunity came from, such as LinkedIn, Indeed, or a job fair. If you are adding multiple sources for an Opportunity, separate them using commas with no spaces in between. If a specified source does not match any of the sources you already have listed in Lever, the source will be added upon import. Note that source-matching is case sensitive (e.g. "LinkedIn" and "linkedin" would be marked as different sources). To see the list of sources you currently have in Lever, navigate to Settings > Sources and tags. |
| Origin | The origin of an opportunity specifies how it was obtained. Input one of six pre-defined Origins in Lever: Sourced, Applied, Referred, University, Internal, or Agency. At this time, it is not possible to add custom Origins to Lever. If this field is left blank, the generated opportunity will be listed with an origin of 'Sourced' upon import. |
| Tags | Tags are pieces of metadata that you can associate with an opportunity so you can easily find and/or report on it later using search filters. If you are adding multiple tags to an opportunity, separate them using commas with no spaces in between. If a specified tag does not match any of the tags you already have listed in Lever, the tag will be added upon import. Note that tag-matching is case sensitive (e.g. "Google" and "google" would be marked as different tags). To see the list of tags you currently have in Lever, navigate to Settings > Sources and tags. |
| Phone | Input the candidate's phone number. If adding multiple phone numbers, separate them using commas. |
| Location | Input a single location for the candidate. |
| Links | Input links to additional web pages that you wish to associate with the candidate's Opportunity such as their LinkedIn profile or a digital portfolio of their work. If adding multiple links, separate them using commas with no spaces in between. Do not leave a comma after the last link. |
| Referrer | Input the full name of the referrer that should be associated with the opportunity. |
| Resume File | Only fill in this field if you are performing a bulk resume import import in conjunction with the CSV import. Specify the exact file name of the resume (matching all characters and spaces) that you wish to associate with the opportunity. For resumes nested within folders in the .zip file, include the exact folder name (matching all characters and spacing) before the file name followed by a forward slash (e.g. resumes2021/SadkaResume.pdf). If you wish to attach multiple resumes to a candidate, separate the file names using commas (with no spaces between the file names and their preceding commas). For an example of how to properly format the contents of the cells in this column, refer to the resume attachment section of this article. |
| Company | Input previous companies the candidate worked at, separated using spaces. If this field is left blank, previous companies listed on the candidate's resume may be parsed into the candidate profile upon import. |
| Owner | Input the full name or email address of the Lever user that should be the owner of the opportunity. This field is not case sensitive. Extra spaces preceding or following an email address will be removed. If this field is left blank, the owner of the associated job posting (see below) will be added by default upon import. |
| Lever Posting URL | Input the URL for the job posting you wish to associate with the opportunity. Lever will automatically identify whether the posting is external, internal, active, or closed. Candidates associated with multiple postings need to be added as a separate row (or rows) on the spreadsheet (one row per associated posting), keeping their full name and email address the same on the added rows. |
| Posting Owner | Input the full name or email address of the Lever user that owns the associated posting. This field is not case sensitive. Extra spaces preceding or following an email address will be removed. |
| Posting Hiring Manager | Input the full name or email address of the Lever user that is the hiring manager for the associated posting. This field is not case sensitive. Extra spaces preceding or following an email address will be removed. |
| Consent Status | Only fill out this cell if the opportunity being added pertains to a candidate that is covered by GDPR. If the candidate has granted their consent to the use of their data, type "provided" into this field. If the candidate has not provided consent, type "revoked" into this field. |
| Consent Updated At | Only fill out this cell if the opportunity being added pertains to a candidate that is covered by GDPR. Input the date that the candidate's consent status was last updated. Only dates after 1980 can be accepted. The date must be formatted as Unix time in milliseconds (refer to the instructions for Unix timestamp generation below). RFC 2822 and ISO 8601 date formats are also accepted for this field. |
| Consent Expires At | Only fill out this cell if the opportunity being added pertains to a candidate that is covered by GDPR. Input the date that the candidate's consent status expires. Only dates after 1980 can be accepted. The date must be formatted as Unix time in milliseconds (refer to the instructions for Unix timestamp generation below). RFC 2822 and ISO 8601 date formats are also accepted for this field. |
| DateNote-0† | Input a creation date for the Note. Only dates after 1980 can be accepted. The date must be formatted as Unix time in milliseconds (refer to the instructions for Unix timestamp generation below). RFC 2822 and ISO 8601 date formats are also accepted for this field. |
| UserNote-0† | Input the full name or email address of the Lever user that authored the Note. If this field is left blank, the author of the Note will appears as unlisted with a greyed out avatar upon import. |
| IsSecretNote-0† | If you wish for the Note to be marked as secret, type "yes" into this field (all lowercase, no spaces). To learn more, refer to the 'Adding secret notes' section of our help article on adding and managing notes. |
| Note-0† | Input the content of the Note. |
†Although these fields appear as separate columns on the spreadsheet, they appear as a single Note on a candidate's opportunity upon import to Lever. To add multiple Notes to an opportunity, fill out the corresponding group of cells. The number appended to the end of each column header indicates which Note the field will correspond to (e.g. the values in cells from the columns with "-0" will compose one Note, those in cells from columns with "-1" another Note).
Generating a Unix timestamp
To generate a timestamp for a specific date, use this Unix converter. Input the date you wish to convert into the appropriate fields, click Human date to Timestamp and copy the value next to Timestamp in milliseconds:
Example of a date and time converted to a Unix timestamp in milliseconds
Attaching resumes to opportunities for bulk imported candidates
If you wish to attach resumes to opportunities generated from a bulk candidate import, you will need to include them in a .zip folder that you send to Lever Support along with the CSV spreadsheet. Resumes must be in either a Word or PDF file format. To match the attached resumes to the right candidates, cells in the 'Resume Filename' column must have the exact filename of the corresponding resume file (contained within the .zip folder).
If you resumes are organized in subfolders within the .zip folder, the cell in the 'Resume Filename' column must be formatted as follows: [subfolder name]/[resume file name]
To attach multiple resumes to a candidate's opportunity, separate the resume file names using commas (with no spaces in between).