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Spreadsheets fail recruiting teams slowly: version conflicts, no contact history, no idea who spoke to whom. Here’s the migration order that keeps records linked as they arrive.
1

Companies first — in Clients (Companies)

Import CSV with your client list. Companies anchor jobs and placements, so they have to exist before anything can link to them. If the sheet has VAT numbers, VIES validation cleans them on entry.
2

Jobs second — in Jobs

Import open roles via CSV, or create current mandates by hand with the wizard — hand-creating the live ones takes minutes and gets fee types right for reporting.
3

Candidates last — in Candidates

Import CSV for the bulk; Import CV for the stack of files that never made it into the sheet. Records auto-link to companies that already exist — which is why candidates come last.
4

Verify — in Import History

Tenant Admin → Import History lists every import with its outcome, so you can prove what came in and re-run what didn’t. Data Quality then shows which records miss the fields your reporting needs.
5

Rebuild your daily view — with Views

The sheet’s real job was the view you kept open. Rebuild it with filters and a saved view — then stop updating the sheet. Keeping both alive is how migrations die.
Messy export? Contact us and we’ll walk the mapping through with you before you import — fixing a mapping beats cleaning up a thousand records.