Data Migration

This article will give you an overview of how Recruit CRM's data migration process works

Divya Utreja avatar
Written by Divya Utreja
Updated over a week ago

In this article, we'll give you a comprehensive overview of the data migration process by providing details for each step, from extracting the existing data to uploading it to your Recruit CRM account.

Our dedicated data migration team is fully committed to ensuring a smooth transition to Recruit CRM, prioritizing efficiency and accuracy at every step.

However, it's important to familiarize yourself with the process before diving in, ensuring a successful and hassle-free migration experience. Let's delve into the details!

1. Data Extraction and Uploading

  • The first step is to request a full data export from your previous ATS/CRM. After receiving the data, you can share it with our data migration team through your Customer Success Manager.

  • Once our data team receives the data, they will begin extracting it and uploading it onto their computer systems.

2. Count Analysis

  • Once the data is imported into our local database, the next step involves conducting a basic analysis of the data count. This entails verifying the record count for candidates, companies, contacts, and jobs from the extracted dataset.

  • In this step, we can also use filters to delete outdated data based on specific criteria like last updated date, location, etc. This action is useful to make sure you have a functional database with no unnecessary records.

  • E.g. Let's say 5000 candidates haven't been contacted since 2021 and you want your database to only contain recently updated candidate profiles.

  • Following the analysis of the data count, we share the findings with you for verification. If the accuracy of the count is confirmed, we proceed to raise an invoice for the data migration service. However, if any discrepancies or conditions are identified, we conduct a data analysis once again to address and rectify any issues before proceeding further.

Filtering the data is a good way of reducing the data migration cost since it's calculated on the total number of records in the database.

3. Data Analysis and Mapping

  • The next crucial step is to analyze and extract the required data from the source and map it with the equivalent columns in Recruit CRM in a spreadsheet. This process is important to determine what columns will be imported into the system and avoid unnecessary data being mapped into Recruit CRM's database.

  • After the analysis is done, we will share the mapped columns with you. Once we get your confirmation, we start the data-cleaning process.

  • From this moment onwards, your part in the data migration is officially over. Now, you just need to relax and wait while our team handles the data for you.

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4. Data Cleaning

  • In data cleaning, we will transform the data according to data analysis and Recruit CRM's database structure.

5. Uploading Data

The upload process is divided into two parts:

1. Testing the data on the Test environment.

After the extraction of cleaned data into CSV, the next step involves testing this data on our test environment.

2. Uploading the tested data to Production.

If the data uploads successfully without any issues on the test environment, we proceed to upload this data to your account.

Congratulations, your data migration process has been completed!

If you don't want to opt for the paid data migration, you can import your database to Recruit CRM by directly uploading the spreadsheets or through our resume parser.

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