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How do I import candidates to Refapp?

In Refapp, it is possible to import candidates from an Excel sheet. To be able to import candidates, your Administrator needs to contact support to enable this feature in your account.

To import multiple candidates into Refapp, create a project, select Add from file, upload a correctly formatted file using the Candidate Import Sample File, confirm the preview, and use Bulk Management to request references. Follow the steps below for the full process.

To conduct reference checks on multiple candidates, import them into Refapp. First, create a project, then select Add from file.

For correct formatting, download the Candidate Import Sample File directly from the import window when you select Add from file.

  1. Choose your import file and select it to proceed.
  2. Review the preview of contact details that will be imported into Refapp.
  3. Click Import to confirm. To make changes, exit the window using the close button in the top-right corner.
  4. Once candidates are imported, open Bulk Management to take action on them as a group.
  5. Select Request references from the Bulk Management drop-down list.
  6. Click Send to confirm the reference requests.
  7. In the candidate overview, verify the number of referees who have been requested. The workflow continues automatically according to your Project Settings.

Use the Candidate Import Sample File to ensure your file is correctly formatted before importing.

After selecting the file, you will get a preview of the contact details that will be imported into Refapp. See the example below. Confirm that you want to import the candidates by clicking Import. If you wish to adjust anything in your import, cancel the import by exiting the window via the cross in the top right corner.

Once the candidates are imported, use Bulk Management to move them to the next step.

If you want to Request references from the candidates, select that option from the drop-down list.

Confirm that you want to request references from the candidates via the Send button.

In the candidate overview, verify the number of referees requested. The workflow continues automatically according to your Project Settings. For more information on configuring these settings, see the Project Settings documentation.