The Problem With Getting Sheet Data In and Out of Breezy HR
You have an Excel workbook full of sourced candidates, hiring-plan rows, or post-interview scores. Breezy HR is where those candidates actually live — in pipeline stages, with scorecards, attached to positions. Getting data between the two places is where things slow down.
Breezy HR is good at managing candidate pipelines and keeping the hiring team coordinated. But the default way to get spreadsheet data into it — or to pull pipeline data back out — is a series of manual steps that compounds with every req you're running. You export a CSV from one place, clean it, then import it somewhere else, or you're re-keying information that already exists.
Below are four approaches teams take. The last one is the only one that treats your workbook as the real source of truth.
Method 1: Manual Copy-Paste
The default flow looks like this: you've got a sourcing workbook with 80 candidates researched by your team. Each one needs to become a record in Breezy HR. The more common path with Excel is to export a CSV and attempt a bulk import — but Breezy HR's CSV import requires specific column headers and format rules, so you spend time reformatting before any record gets created.
Then the import runs and you get a partial success. Thirty records failed because the position ID column wasn't recognized. You fix, re-export, re-import. By the time you've worked through the format requirements, the sourcing list is two days old.
Method 2: Power Automate
Power Automate has Breezy HR connector options. You can trigger a flow on a new Excel row or a schedule, call the Breezy HR API, and create or update candidate records. The path exists.
Quick question before you go further — are you comfortable building Power Automate flows? Do you understand how to configure a Breezy HR HTTP action, what an OAuth 2.0 connection looks like, and how to handle field mapping between an Excel column and a JSON request body? If any of those feel unfamiliar, skip to Method 3 or 4 — this path requires that baseline.
If you've built flows before: setup involves authenticating to Breezy HR, mapping fields from your worksheet columns to the API payload, and handling the error cases when a candidate email already exists. The flow works once you've built it.
But it runs one row at a time.
Eighty candidate rows means eighty flow executions, eighty API calls, and a run history that turns into noise when a few rows fail and the rest succeed silently.
You probably just need the Excel sourcing data turned into Breezy HR candidates. You probably have no idea how to configure an HTTP action with a bearer token and a JSON body — and you shouldn't have to. So this goes to whoever manages Power Automate on your team, and now you're waiting while they sort out why the position ID field is failing validation.
And once you need conditional logic — only import candidates with a rating above 3, skip rows where the email column is blank — you've hit the ceiling of what a simple row trigger handles cleanly.
Method 3: The Previous Generation — Connector Add-Ons
Until recently, teams used a category of Excel add-ons that let you configure a saved mapping — pick your worksheet range, tag your columns, point it at the Breezy HR endpoint, run it. Reusable. Consistent output.
That was a real step up from trying to CSV-import your way through every sourcing cycle. Your team could at least run the sync without rebuilding it each time.
But you were still responsible for the field mapping, the position ID logic, the deduplication rules. The add-on moved data through the pipe, but you were the one deciding how. Change a column header in your workbook and the config breaks until someone goes in and fixes it manually.
This is the previous generation. It reduced the repetition but didn't remove the complexity.
The Easy Way: Using SheetXAI in Excel
There is a different approach. SheetXAI is an AI agent that lives inside your Excel workbook. It reads your worksheets, understands what you're looking at — candidate names, position IDs, stage labels, feedback scores — and through its built-in Breezy HR integration it can push records or pull data back for you. No saved configs. No API mapping. You just describe what you need.
Example 1: Import a sourcing list as candidates in one shot
Take every row in the "Sourcing" worksheet — columns A through D are first name, last name, email, and LinkedIn headline — and create each one as a sourced candidate in Breezy HR under position ID abc123.
SheetXAI reads all 80 rows, calls Breezy HR for each candidate, and writes a status back into column E so you can see which records were created and which had errors.
Example 2: Pull the full pipeline for a position into the workbook
Pull every candidate from the "Sales Lead" position in Breezy HR and write them into the "Pipeline Snapshot" worksheet — include their name, email, current stage, rating, source, and created date.
The pipeline lands in your workbook, formatted and ready to share. No export, no CSV cleanup, no manual column matching.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with sourcing data, hiring-plan rows, or interview scores, then ask it to push or pull from Breezy HR. The Breezy HR integration is included in every SheetXAI plan.
More Breezy HR + Excel guides
Bulk Import Sourced Candidates Into Breezy HR From a Google Sheet
Push an entire sourcing list — names, emails, LinkedIn URLs — into a Breezy HR position in one shot instead of one row at a time.
Export a Full Breezy HR Candidate Pipeline to a Google Sheet
Pull every candidate from a Breezy HR position — with stage, rating, and source — into a spreadsheet for exec-level reporting.
Bulk Advance Candidates to a New Breezy HR Stage From a Google Sheet
Move a list of candidates through your pipeline all at once using a spreadsheet as the instruction set.
Bulk Submit Interview Scorecards to Breezy HR From a Google Sheet
Post panel feedback and scores for dozens of candidates in Breezy HR at once, straight from your interview-feedback spreadsheet.
Create Breezy HR Positions in Bulk From a Google Sheet Hiring Plan
Turn a quarterly hiring plan spreadsheet into draft Breezy HR positions in one pass, without opening the ATS for each role.
Bulk Add Recruiter Notes to Breezy HR Candidates From a Google Sheet
Push post-interview notes from a spreadsheet into each candidate's Breezy HR discussion stream without copy-pasting one entry at a time.
Enrich a Candidate Google Sheet With Breezy HR Profile Data
Fill in work history, education, and stage data from Breezy HR into a spreadsheet of candidate IDs for pipeline analysis.