| Available for | User roles | Super Admins and Admins or Users with a Super Admin or Admin cc'ed on request |
| Packages | Select Lever packages |
There are two options for adding multiple candidates at once
1) Email
Attach resumes to an email to lead@hire.lever.co or applicant@hire.lever.co. For detailed instructions, go to Adding candidates via email. The limit is 15 resumes per email message.
2) CSV Request
Create a spreadsheet using this template, shoot us a message with your spreadsheet (saved in a CSV format), and we’ll help you with the import!
Please note: CSV files must meet the following format requirements:
- CSV files must be provided in a comma-delimited format. Semi-colon and other delimiters are not acceptable
- File names must be provided without spaces or special characters. Allowed characters are: a-z, 0-9, underscores (_) and dashes (-)
- Files must be limited to 5,000 rows
Please note: We recommend filling out the following columns:
- Full name (Required)
- Lever Posting URL (if assigning the candidate to a posting)
- Stage
- Sources
- Origin (choose one from this fixed list: Applied, Sourced, Referred, University, Internal, Agency)
A couple of other items to note:
- Each new row will create a new candidate opportunity in Lever.
- Preserve all column headings.
- If you’d like resumes attached to the profiles, send a zip file with the PDF and Word files along with the spreadsheet.
- Separate multiple links with a comma followed by a space.
- Separate multiple email addresses with a comma, no space.
- Separate multiple tags with a comma, no space.
- Separate multiple sources with a comma, no space.
- Be sure to name things exactly. For example:
- “New Lead” for Stage, not “Lead”
- “JohnSmith_Resume.pdf” for Resume Filename, not “John Smith resume”
- Lever relies on email addresses to catch duplicate profiles. Make sure the Email column is accurate, so the CSV uploader can check against existing profiles.
- Not sure what the difference is between sources and origin? Check out this help article.
- Want to mark a note secret? In the "IsSecretNote" column, write “yes”. Keep it lowercase and don’t use spaces.
Here is a breakdown of all the columns included in our CSV template:
| Lever Opportunity ID | The Opportunity ID is a unique identifier for each opportunity that can be located in the URL when viewing a candidate. Add the ID if you wish to create a new opportunity for an existing candidate. |
| Full Name | Add the candidate's first and last name. |
| Specify the candidate's email and add commas between email if there is more than one. Adding the email will allow you to quickly send the candidate messages through Lever. | |
| Date Added | Specify a date for when the opportunity was created in Lever. The format must be in a EPOCH timestamp of milliseconds. The year for all dates must be greater than 1980. A standard date format can be converted to epoch using a converter here. Note: If the field is blank the date added will be set to the current time of the import. |
| Stage | If you would like to add the opportunity to a specific stage in your pipeline you can specify that in this column. Please make sure to only use existing stages. If left blank by default candidates will be added to the lead stage. |
| Archive Reason | If this opportunity has been disqualified you can add them to your archive using an existing archive reason. The candidate will be archived from the “New Lead” stage if the stage field is blank. |
| Archive Date | If archived you can set a specific date when the profile was archived. The format must be in a EPOCH timestamp of milliseconds. The year for all dates must be greater than 1980. A standard date format can be converted to epoch using a converter here. Note: If the field is blank the archive date will be set to the current time of the import. |
| Sources | Sources allow you to track the source of the opportunity. Here are a couple of examples of common sources: LinkedIn, Indeed, and JobFair. Multiple sources can be separated by commas. Note: Capitalization matters and new sources will be created if capitalization differs from the existing source. A list of your sources can be seen in your settings here: https://hire.lever.co/settings/mergeTagsSources |
| Origin | The Origin allows you to see how the opportunity was obtained. Here is a list of the Origins that can be applied: Sourced, Applied, Referred, Agency, University. The default Origin is Sourced if none is added and at this time you can't create custom Origins. |
| Tags | Tags provide you with the ability to easily filter candidates. Specify a list of tags separated by commas. If the tag name does not exist in the account, it will be created with the specified capitalization. Note: Capitalization does matter and new tags will be created if capitalization differs from the existing tag. Your existing tags can be seen in your settings here: https://hire.lever.co/settings/mergeTagsSources |
| Phone | Specify a list of the candidate's phone numbers which can be separated by commas. Phone number formatting is irrelevant. |
| Location | Specify a single location for the candidate. |
| Links | Specify a list of links which are separated by a comma and a space. Do not leave a comma after the last link. These links are usually for LinkedIn profiles, Portfolios, ect. |
| Referrer | Specify the full name of the referrer of the full referrer of the user which should own the profile. If none is set, the importer will look at any job posting being applied to the profile and use that as the owner, if one exists on the job posting. *Note: Capitalization does not matter and extra spaces before or after the email address are removed. |
| Resume Filename | This column should only be used if you will be performing a corresponding resumes import. Specify a list of filenames of the resume, separated by commas if multiple; resumes nested within several folders are supported. For a nested resume, the folder should be denoted by a forward slash `/` followed by the folder name (i.e. /resumes2014/SadkaResume.pdf). |
| Company | Specify a list of previous companies the candidate worked at separated by spaces. If left blank, the associated resume data might be parsed here. |
| Owner | Specify the full name or email address of the Lever user which should own the profile. If none is set, the importer will look at any job posting being applied to the profile and use that as the owner, if one exists on the job posting. |
| Lever Posting URL | Specify the URL of the desired posting. The importer can recognize internal and external postings, as well as active or closed postings. Note: For situations where you have candidates tied to multiple job postings, you would have to have a separate line for each posting, with the candidate name/email the same |
| Posting Owner | Specify the full name or email address of the Lever user which should own the application being added to the profile. If none is set, the importer will set the existing owner of the posting as the owner of the application. |
| Posting Hiring Manager | Specify the full name or email address of the Lever user which should be the hiring manager of the application being added to the profile. If none is set, the importer will set the existing hiring manager of the posting as the hiring manager of the application. |
| Consent Status | Specify if the candidate has provided or revoked consent through the application for those covered under GDPR. The values can either be "provided" or "revoked". |
| Consent Updated At | Specify the date when candidate's provided consent was last updated. The format must be a string representing an RFC2822 or ISO 8601 date or an EPOCH timestamp of milliseconds. The year for all dates must be greater than 1980. |
| Consent Expires At | Specify the date for when candidate's provided consent expires. The format must be a string representing an RFC2822 or ISO 8601 date or an EPOCH timestamp of milliseconds. The year for all dates must be greater than 1980. |
| DateNote-0 | Specify the timestamp on the date. The format must be a string representing an RFC2822 or ISO 8601 date or an EPOCH timestamp of milliseconds. The year for all dates must be greater than 1980. |
| UserNote-0 | Specify the full name or email address of the user who wrote the note. If none is set, the user will appear on the note without a name and a grayed-out avatar. *Note: Capitalization does not matter and extra spaces before or after the email address or name are removed. |
| IsSecretNote-0 | Specify `yes` if the note should be marked as secret. You can learn more about secret notes here: https://help.lever.co/hc/en-us/articles/115004755143-How-do-I-add-a-secret-note-to-a-candidate-s-profile- |
| Note-0 | Any content added in the notes column will be added to the candidate profile as a note. |