How to get an applicant CSV out of your ATS

Every ATS can produce a list of applicants with names, emails and phones; the route differs. This page points at the route for each system ApplySift recognises. Where I have verified the exact clicks there is a dedicated guide; elsewhere the pointer is to the area to look in, because menu labels change faster than guides do.

BambooHR

Per opening: Hiring, Job Openings, the opening, the bar-graph button, Export Job Data. Full guide.

JazzHR

Reports, Candidate Record Raw Data Download, then filter to the posting. Full guide.

Greenhouse

Admins run reports under Reports and export any of them to CSV; the candidate and application reports carry name, email and phone. CSV exports flatten the data and drop attachments, which is fine for screening. There is no per-job export button on the candidates list itself.

Lever and Workable

Both have candidate exports available to users with the right permission, from the candidates or reports views. Search each help centre for "export candidates" to find the current location; the files carry name, email and phone columns that ApplySift recognises.

Paylocity Recruiting

Paylocity has no applicant export, and the Reports area has nothing with contact details per applicant. The only way to get a job folder into a spreadsheet is a browser extension that reads the folder for you. ApplySift for Paylocity does exactly that: one button on the job-folder page saves the applicant list as a CSV, in your browser.

Any other ATS

Any CSV with an email column and a phone column works. ApplySift guesses the columns from the headers and asks you to confirm when it cannot tell.