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Bulk Actions via CSV
Updated over a month ago

Performing bulk actions across many applicants can be accomplished via CSV. This feature is most applicable if you prefer to process applicants partially using your own systems, but are not integrated with our API, or simply want to make edits across multiple applicants.

The four features available include the ability to:

  • Update Applicant Stage: Move or change the stage the applicants are in.

  • Update Applicant Data Attributes: Create or update data attributes on applicants.

  • Bulk Reject Applicants: Send applicants to the rejected stage in the opening.

  • Update Worker Status: Update the Posthire status, including the capability to activate or deactivate workers.

Perform Bulk Actions

To perform bulk actions via CSV, follow the steps below

  1. Open the Applicant Table for the Opening you want to perform bulk actions via CSV on. Click Settings and then click Bulk Actions via CSV in the dropdown menu.

    Bulk_actions_CSV_1.png

  2. In the pop-up window, choose which action you'd like to perform. The CSV file you select must be incompatible formats. We recommend crafting your CSV using the sample files available.

  3. Click Submit. You will receive an email with the results and any errors that were produced during the processing of the file.

Interested in using bulk actions via CSV but don't have the option in your account? Contact an Administrator at your company to ensure you have the correct Fountain access.

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