When moving from your old ATS to Gem, you can import candidates directly into specific jobs using the Import applications from CSV function against an individual job, mitigating the need for a full migration.
There are two ways of doing this:
- In the Talent pipeline section of a job with no current candidates
- From the Add application dropdown of any job
In the talent pipeline section
If a job has no candidates, you’ll see Import candidates from a CSV file as one of the options in the Talent pipeline section
From the Add application dropdown
In any job, click Add application at the top of the screen and you’ll see Import applications from CSV as one of the dropdown options
Process
Whichever option you choose, you can import a CSV with the following fields:
You can use this spreadsheet as a template for importing candidates from a CSV file.
NOTE: we support file sizes up to a maximum of 10MB.
Once you’ve uploaded one or more files you can map your data’s headers against Gem fields, then go ahead and import the data.
While the import is running, you’ll see a progress window at the bottom-right of the screen, which will then provide an overview of the import once completed.
Any errors that occurred during the import process will be detailed here.
If you’re importing a large file you can minimise the progress window, leave it running and continue with your work.
Current limitations
At present the following limitations apply to importing applications from CSV:
- Only the columns included in the example spreadsheet are currently supported.
- Import preferences (e.g. “overwrite existing fields”, “toggle email finding”, “toggle data refresh”) are not supported yet.
If you do not have a specific job for candidates, you can also follow our article on how to upload candidates directly to a Gem Project to migrate them to your Gem ATS.