Automated bulk ingestion for agencies and agency recruiters

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Who: Admin, Implementation Engineer

Requirements: The Agency Portal must be enabled. Additionally, an external_id must be provided for agency records to facilitate successful lookup and synchronization during the ingestion process.

What's new: This feature introduces a scalable file ingestion mechanism for the Agency Portal, built on Eightfold’s existing ATS infrastructure to support bulk add, update, upsert, and delete operations. As organizations expand their agency partnerships, this replaces manual record creation with automated CSV validation and XML transformation. The update ensures consistent data across environments and drastically reduces the manual effort required for customer activation and agency onboarding.

How it works: Admins upload CSV files for agencies or recruiters which are validated via a Pandera-based schema before being transformed into XML for processing. The system automatically handles ID resolution, agency creation, recruiter account setup, and domain validation, while also triggering invitation emails to new recruiters. To know more, read Agency and Agency Recruiter Bulk Ingestion.

Value: Efficiency