Overview

CSV upload is designed for teams running high volumes without an API integration. You prepare a CSV file, upload it in Konsole, and Konfir creates the verification requests from your rows.

If you don’t see Import from CSV in Konsole when you click New Request, CSV upload may not be enabled for your organisation. Contact [email protected]

If you have any further questions or need assistance with the CSV upload, reach out to us at [email protected] for support.

How CSV upload works

In Konfir’s CSV template, each row represents a single activity (for example: one employment, a gap in employment, or self-employment). Multiple rows can belong to the same applicant, allowing you to build a full timeline in bulk.

What you’ll do

Download the CSV template
Populate rows in Excel / Google Sheets
Save as .csv (comma-delimited)
Upload into Konsole
Fix any flagged rows and re-upload (if required)

Step-by-Step Guide

1. Download CSV template

Download the CSV template below:

Download

2. Populate your CSV

Required Fields

If a required field is missing, the row will not upload successfully.

Note: verify_via_konfir must be 'Yes' if you want to verify this activity

Column Name	Data Format	Example	Notes
`reference_id`	Any	12345	Unique ID for your records
`first_name`	String	John	-
`last_name`	String	James	-
`phone_number`	E.164	+44123456789	Only if `email` is empty
`email`	String	[email protected]	Only if `phone_number` is empty
`date_of_birth`	ISO 8601 date	20/11/1987 or 1987-11-20	-
`activity_type`	String	employment	Case sensitive Accepted values: `employment` `gap_in_employmen`t `education` `self_employed`
`activity_start_date`	ISO 8601 date	20/11/2023	-
`activity_end_date`	ISO 8601 date or “Current”	20/11/2024	-
`verify_via_konfir`	String	Yes	Case sensitive. Accepted values: `Yes` `No`
`new_employer_name`	String	Acme Inc	Prospective employer

Conditional Fields

Column Name	Data Format	Example	Required When
`candidate_address_country`	String	United Kingdom	One or more `candidate_address` fields are populated
`candidate_address_city`	String	Imaginary Town	One or more `candidate_address` fields are populated
`candidate_address_postcode`	String	GU11AA	One or more `candidate_address` fields are populated
`candidate_address_house_name`	String	Hawthorne House	One or more `candidate_address` fields are populated
`candidate_address_house_number`	String	10	One or more `candidate_address` fields are populated
`candidate_address_street_name`	String	Fictional Lane	One or more `candidate_address` fields are populated
`activity_gap_description`	String	Travel	`activity_type` `= gap_in_employment`
`activity_gap_receiving_benefits`	String	Yes or No	`activity_type` `= gap_in_employment`
`activity_employment_employer_name`	String	Google	`activity_type` `= employment`
`activity_employment_job_title`	String	Product Manager	`activity_type` `= employment`

Optional Fields

Column Name	Data Format	Example	Additional Info
`candidate_address_county`	String	Surrey	Candidate’s county
`candidate_address_flat`	String	Flat 1	Candidate flat/unit detail
`new_job_title`	String	Product Manager	Job title with new employer
`created_by`	String	29820	Konfir ID for the registered user

3. Validate your formatting

Required field checks

all required columns exist
required values are populated (no blanks)

Formatting rules that commonly cause upload errors

National Insurance number: two letters, six digits, one letter (e.g., AB123456C)
Postcode: standard UK format (e.g., AA11 1AA / A1 1AA)
Phone number: UK or international format (e.g., +44723456789 or 0723456789)
Activity type: must match the accepted values and is case sensitive