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.
Prepare Your CSV File
Your file must use commas between columns. If it uses semicolons, the upload fails, no applicant is updated, and the results email shows the error.
A spreadsheet app can save your file with semicolons, depending on your regional settings, even if you started from a sample. Before you upload, open the file in a text editor such as Notepad or TextEdit. The first line should read like email,key,value, not email;key;value. If it does not, save it again with commas.
One file can update applicants from several Openings. Fountain matches each applicant by ID or email across your whole account. If several applicants share an email, all of them are updated.
Perform Bulk Actions
To perform bulk actions via CSV, follow the steps below
Open the Applicant Table of any Opening. Your file can include applicants from any of your Openings. Click Settings and then click Bulk Actions via CSV in the dropdown menu.
In the pop-up window, choose which action you'd like to perform. The CSV file you select must be in one of the compatible formats. Click Samples next to the action to download its sample files, and build your CSV from them. Keep the file comma-separated.
Click Submit. You will receive an email with the results and any errors that were produced during the processing of the file.
Request activation from Fountain
Bulk Actions on Applicants via CSV is not enabled by default. Contact your Fountain representative to enable it for your account.