Bulk Import Options
This guide explains how to upload candidate data using the Email importer or the Bulk CSV importer.
If you want to import data from your legacy ATS, we may support a migration option for it. See MigrationsMigrations for more information.
Bulk import options
You can bulk import data into Ashby in two ways: email import and CSV import.
Email import
Use the email import option if you are looking to import small batches of resume files and create candidates. This import option can only be used to import candidates.
For a full guide, check out Bulk Import: Email Import.
CSV import
Import a CSV file if you want to import structured data like:
- Candidate data (name, email, job title)
- Candidate follow-ups
- Jobs
- Openings
- Employees
For a full guide, check out Bulk Import: CSV Import.
FAQs
Can I import historical candidate notes using the Ashby MCP?
If you have an AI client connected to the Ashby MCP, you can add notes to candidate profiles after completing your CSV import.
- Prepare your CSV with one or more note columns alongside your standard candidate data, such as Recruiter Notes and Sourcing Notes.
- Complete your CSV import. When mapping columns, ignore the note columns because the CSV importer does not support importing notes.
- Open an AI client, such as Claude, with the Ashby MCP connected.
- Share the same CSV and ask the AI client to create one separate note on each candidate profile for each note column. Ask it to match candidates by name and email, and show a preview before writing.
For example:
"I have a CSV with candidates already imported into Ashby. It includes columns called "Recruiter Notes" and "Sourcing Notes". For each candidate, create a separate note in Ashby for each column. Match candidates by name and email, and show me a preview before writing."
You can repeat this process for multiple note columns, and it does not require developer access. The person running the workflow needs the Can Add Notes permission and access to the candidate profiles. The Ashby MCP uses the connected user's existing Ashby permissions. See the Ashby MCP Server (Beta) guide to get started.