Exporting a Candidate List to Excel

Recruitment Marketing Public

Creating custom exports based on candidate data in CSV format is a straightforward process that can be accomplished with ease.

The export candidates procedure described below will generate an export containing all the rows currently displayed in the grid. This means that if any filters have been applied to the grid to narrow down the data, the export will respect those filters and include only the filtered results in the exported file.

1. From the side menu, under CRM, click Lists.
2. Click the name of the relevant list.
3. To include or exclude columns in the export process, click on the Columns button on the right side of the grid, and click to show/hide column categories as needed.
   
4. Select individual candidates by clicking the checkbox beside each candidate's name, or select all candidates via the top checkbox.
5. From the bulk actions section above the candidate list, click either:
   1. Export to CSV (regular)
   2. Export to CSV (spreadsheet compatible).
      

6. A brief message displays:

   Exporting candidates to CSV. View progress here.

   Click the link to open a new tab to view the progress and Candidate Exports history.
   

7. Once the export has completed generating, the Status will update to Processed, and the Download icon will display alongside the record. Click the Download icon and follow the browser's prompts to access the file.
   

Exported records can also be accessed from the side menu, under CRM, by clicking Exports.