> ## Documentation Index
> Fetch the complete documentation index at: https://support.yena.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrating from spreadsheets

> The order of operations that makes a clean move: companies, then jobs, then candidates — then stop maintaining the sheet.

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.

<Steps>
  <Step title="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](/en/pipeline/client-accounts) cleans them on entry.
  </Step>

  <Step title="Jobs second — in Jobs">
    Import open roles via CSV, or create current mandates by hand with the [wizard](/en/pipeline/creating-a-mandate) — hand-creating the live ones takes minutes and gets fee types right for reporting.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/en/workspace/views-filters-lists) — then stop updating the sheet. Keeping both alive is how migrations die.
  </Step>
</Steps>

<Tip>
  Messy export? [Contact us](https://www.yena.ai/contact) and we'll walk the mapping through with you before you import — fixing a mapping beats cleaning up a thousand records.
</Tip>