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If you are importing data via our self-serve bulk CSV import option, this guide will walk you through the recommended steps to add active and historical data while you’re onboarding

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If you are importing all of your active and historical data using the Bulk CSV import tool, we would recommend doing this in three stages:

1. Import active candidate data into your active job pipelines
2. Import historical candidate data for your records and reporting purposes
3. Request a resume import (optional)

Importing Active Candidate Data

If you have open roles in your previous ATS with active candidates in the pipeline, 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 here.

Please note that with the bulk CSV import tool, the following is imported:

• Candidate demographics
• Current job application
• The current interview plan stage
• Current status

The following is not imported

• Resumes and other files
• Notes
• Long text fields

Import Historical Candidate Data

Once you have imported active candidates, you can then import historical candidates data via the same Bulk CSV import tool.