<aside> 💡 Follow this guide to import your historical data from Pinpoint to Ashby

</aside>

Import Overview

File-based migrations are a two-step process:

1. Importing active candidates and job considerations so they can be added to open jobs
2. Importing historical data for your records and reporting purposes

Active Jobs and Candidates

The import option documented here can be used for bringing in historical data. If you have open roles in Pinpoint with active candidates, we would recommend setting up the departments, teams and jobs you’re actively hiring for manually in Ashby so you can continue hiring activities with minimal downtime.

For more information on creating jobs, check out Creating & Posting Jobs. Once you’ve set up these jobs in Ashby, you can import your active candidate data using the CSV import tool. More on this at Self**-serve importing candidates via bulk import**.

Kicking off the migration.

You can request a data export from Pinpoint here. Once you’ve received your exported data from Pinpoint, your CSM or Onboarding team will send you a link via SendSafely so you can upload your exported files.

Importing Pinpoint Data into Ashby

Once we’ve received your files, our engineering team will get to work on the import.

We import the following data:

Jobs

All jobs, including imported roles can be viewed here. Be sure to check your Archived jobs too, to ensure all imported jobs are listed in your Ashby account post-import. Teams will be imported with the jobs.

To view all jobs (including Archived and Closed jobs), click the trash can icon on the Jobs > Admin page to remove the filters.

Candidates

The candidate’s name, email address, resume, phone number, and location will be imported. Any notes or offers that have been added to the candidates profile will also be imported, along with any emails exchanged.