Import Prospects

Upload a spreadsheet to create many prospects at once.

Path: Import on Dashboard, Pipeline, or Conversations

File rules

• CSV or XLSX
• Maximum 10 MB
• Some accounts also see integration imports (for example HubSpot) in the same Import UI

Steps

1. Click Import.
2. Upload the file.
3. Map columns to HiringCenter fields. Use the helpers for split name, labels, and auto-map when they appear.
4. Set a pipeline (required). Optionally set an owner.
5. Optionally turn on Assign closest office (off by default). Prospects with an address or ZIP are assigned to the nearest office.
6. Review the preview → submit.

Import runs are recorded. History and undo are available when your account shows them.

After import

• Open Pipeline and confirm stages look right.
• Search a few names to spot mapping mistakes (phone/email columns swapped, etc.).
• Merge accidental duplicates. See Merge Duplicates.

Common questions

CSV only? No. XLSX is supported.

Import failed for size? The file must be 10 MB or smaller. Split the sheet and import in batches.

Closest office did nothing. The row needs an address or ZIP, and the account needs active offices with addresses.