How to import candidates from a CSV
An admin opens Settings → Data & privacy → Contact import, chooses Import CSV, and picks a .csv file with a name column and any of email, phone, LinkedIn, headline, location and tags. People already in OpenATS are matched and only have their empty fields filled in; nothing is overwritten.
Prepare the file#
The first row names the columns. OpenATS recognises these (any capitalisation, and _ reads as a space):
| Column | Also accepted |
|---|---|
| name (required) | full name |
| email address | |
| phone | phone number, mobile |
| linkedin url, linkedin profile, profile url, link, url | |
| headline | title |
| location | |
| tags | Separate several with ; |
Import it#
Step 1: Open Settings → Data & privacy.
Step 2: Under Contact import, choose Import CSV and pick the file.
When it’s done, OpenATS sums up: how many people were created, how many were already in OpenATS and filled in, and how many were already there with nothing new.
People already in OpenATS#
Each row is matched by the same email, LinkedIn or phone. A match keeps everything it has, fills in its empty fields, and gains any new emails, phones, links and tags. A row that adds nothing is skipped.
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