
Before you start
You need admin access. A self-service bulk import and a connected ATS/HRMS feed are not available yet — see How to Connect Integrations for current connector status.What Exterview needs
At a minimum, the roles you are hiring for and the candidates to evaluate against them. Everything else stays in your ATS or HRMS.Steps
1
Map your roles
Bring your existing roles to your Customer Success facilitator, or map
them to the structure defined in How to Define Your Org
Structure.

2
Provide your candidates
Share candidate resumes or a source list with your setup team during
setup. Once you’re live, resumes can be added per job — individually or in
bulk — or pulled from your internal candidate pool; see View and Manage
Candidates.

3
Confirm what is out of scope
Pipeline stages, offers, and record-keeping remain in your ATS. Exterview
evaluates and reports; it does not take ownership of the
applicant-tracking workflow.

4
Validate the import
Check that roles and candidates came in correctly before running
evaluations.

FAQs
Is this a full ATS migration?
Is this a full ATS migration?
No. Exterview is not an ATS. You bring in only the role and candidate data an evaluation needs; your ATS stays your system of record.
Can we set up an ongoing feed from our ATS or HRMS instead?
Can we set up an ongoing feed from our ATS or HRMS instead?
Not yet. A connected, ongoing sync is still coming — see How to Connect Integrations for current status. Until then, role and candidate data is brought in with your Customer Success team during setup.

