HRMS migration
Field-level mapping, validation, and rollback between Adapt and Zoho Recruit. We move data and schema; workflows are rebuilt natively in Zoho Recruit.
Adapt
Source
Zoho Recruit
Destination
Compatibility
9 of 12
objects map 1:1 between Adapt and Zoho Recruit.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Adapt HRMS to Zoho Recruit is a schema transformation, not a direct record copy. Adapt structures its data around Employees, Departments, and Contact records enriched via a browser extension. Zoho Recruit uses a recruiting-centric model centered on Candidates, Job Openings, Clients, and Interviews. We extract the Adapt employee roster and contact records, map them into Zoho Recruit Candidates with all available employment metadata (job title, department, hire date, custom properties), and preserve department hierarchies as Zoho Recruit organizational tags. The 100-credits-per-month enrichment cap on Adapt means candidate email and contact data may be incomplete or of varying quality; we flag records with missing enrichment history so the recruiting team can re-verify before going live. We do not migrate Adapt workflows, sequences, or automations. We deliver a written inventory of any recruiting-specific rules the team needs to rebuild in Zoho Recruit's workflow builder.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Adapt object lands in Zoho Recruit, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Adapt
Employee
Zoho Recruit
Candidate
1:1Adapt Employee records map to Zoho Recruit Candidate records. The Adapt employee name, email, job title, department, hire date, and any custom employee properties migrate into the corresponding Zoho Recruit Candidate fields. Adapt's email-find enrichment history is stored as a custom field (adapt_email_find_history__c) on the Candidate record because Zoho Recruit does not have a native email-finding audit object. Last Name is mandatory in Zoho Recruit; Adapt records without a last name receive the value 'not provided' per Zoho Recruit migration documentation.
Adapt
Contact Record
Zoho Recruit
Contact
1:1Adapt Contact records map to Zoho Recruit Contacts. The contact name, email, phone, company association, and any custom contact properties migrate to the Zoho Recruit Contact module. The Adapt company association resolves to a Zoho Recruit Client if the company is also migrating, or to a standalone Contact if no Client record exists in scope.
Adapt
Company
Zoho Recruit
Client
1:1Adapt Company records map to Zoho Recruit Client records. Company name, domain, and industry map to Client Name, Website, and Industry fields. Custom company properties require field-level transformation; if Zoho Recruit does not have a matching standard field, we create a custom field in the Client module during schema setup and note it in the migration inventory.
Adapt
Department
Zoho Recruit
Tag or Custom Picklist
lossyAdapt Department records do not have a direct Zoho Recruit equivalent because Zoho Recruit organizes candidates by Job Opening and Client rather than by organizational department. We export the full department hierarchy and represent it as Zoho Recruit Tags on the Candidate record (one tag per department level) plus a custom picklist field (candidate_department__c) that preserves the primary department assignment. Department IDs remap to the tag name during transform.
Adapt
Job/Position
Zoho Recruit
Job Opening
1:manyAdapt Job/Position records (job titles stored on employee profiles) do not map directly to Zoho Recruit Job Openings because Zoho Recruit openings represent active requisitions, not historical position records. We create a Zoho Recruit Job Opening for each distinct job title found in the Adapt roster if the customer wants to track historical positions. Alternatively, we document all distinct job titles as a picklist on the Candidate record and treat them as reference data.
Adapt
PTO Balance
Zoho Recruit
Custom Field on Candidate
1:1PTO balance data from Adapt (current balance and accrual history) does not have a native Zoho Recruit equivalent because Zoho Recruit is an ATS, not an HRMS. We migrate the current PTO balance as a custom number field (pto_balance_days__c) on the Candidate record. Accrual history is documented as a separate CSV export for the customer's HR team to manage in a downstream HRMS or payroll system.
Adapt
Compensation History
Zoho Recruit
Custom Field on Candidate
1:1Salary and compensation records from Adapt migrate as custom fields on the Candidate record (most_recent_salary__c, salary_effective_date__c). Full compensation timeline is documented as a separate CSV for the customer's HR team; Zoho Recruit does not support a compensation history object because it is an ATS, not an HRMS. We flag this boundary during scoping so the customer knows to retain the full compensation history separately.
Adapt
Custom Employee Property
Zoho Recruit
Custom Field on Candidate
1:1Adapt custom employee properties migrate to Zoho Recruit custom fields on the Candidate module. We preserve the data type (text, date, number, picklist) by matching to the closest Zoho Recruit field type. If Zoho Recruit does not have a matching standard field for a custom property, we create it during schema setup. Custom field names use the Zoho Recruit naming convention and are documented in the migration inventory with their source property name from Adapt.
Adapt
Owner
Zoho Recruit
User
1:1Adapt Owners (users assigned to employee or contact records) map to Zoho Recruit Users by email match. We resolve each Adapt owner to a Zoho Recruit User during the migration. If a Zoho Recruit User does not exist for an Adapt owner, we hold that record in a reconciliation queue for the customer's admin to provision the User before record import resumes.
Adapt
Adapt Email-Find Metadata
Zoho Recruit
Custom Field on Candidate
1:1Adapt stores enrichment metadata from its browser extension including email-find history and confidence scores. This metadata has no direct Zoho Recruit equivalent. We preserve it as custom fields on the Candidate record (adapt_email_find_status__c, adapt_email_confidence__c) so the recruiting team can see which candidate contacts were found via the Adapt extension and at what confidence level, even after migration is complete.
Adapt
Employee File Attachments
Zoho Recruit
Attachments on Candidate
1:1Employee records in Adapt may have attached documents (resume equivalents, onboarding files, contracts). We extract these attachments and link them to the corresponding Candidate record in Zoho Recruit via the Attachment object. Resume parsing results from Adapt migrate as notes on the Candidate record if no structured resume field exists in the destination schema.
Adapt
Time-Off Requests
Zoho Recruit
Not Migrated
lossyTime-off requests and approval history in Adapt are an HRMS feature with no equivalent in Zoho Recruit's ATS model. We export time-off request data as a CSV for the customer's HR team to handle in their downstream HRMS or payroll system. This is documented in the migration inventory as a separate data package requiring manual import into a non-ATS system.
| Adapt | Zoho Recruit | Compatibility | |
|---|---|---|---|
| Employee | Candidate1:1 | Fully supported | |
| Contact Record | Contact1:1 | Fully supported | |
| Company | Client1:1 | Fully supported | |
| Department | Tag or Custom Picklistlossy | Fully supported | |
| Job/Position | Job Opening1:many | Fully supported | |
| PTO Balance | Custom Field on Candidate1:1 | Fully supported | |
| Compensation History | Custom Field on Candidate1:1 | Mapping required | |
| Custom Employee Property | Custom Field on Candidate1:1 | Fully supported | |
| Owner | User1:1 | Fully supported | |
| Adapt Email-Find Metadata | Custom Field on Candidate1:1 | Fully supported | |
| Employee File Attachments | Attachments on Candidate1:1 | Fully supported | |
| Time-Off Requests | Not Migratedlossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Adapt gotchas
Browser extension reinstall breaks email tracking activation
100 credits/month hard cap limits email-find volume
No publicly documented API in current research data
Platform lineage unclear — potential acquisition or rebrand
Zoho Recruit gotchas
Daily API rate limits are tier-gated and per-user capped
User import hard cap of 2,000 records
Attachment folder hierarchy must be preserved exactly
Resume parsing quota varies by plan and resets daily
Custom fields unavailable in Free and Standard editions
Pair-specific challenges
Migration approach
Discovery and Adapt CSV export validation
We audit the Adapt account for record counts across Employees, Contacts, Companies, Departments, custom employee properties, PTO balances, compensation history, and any attachments. We verify with Adapt whether a REST API is available and, if not, confirm the CSV export process with the customer's account team. We audit the Zoho Recruit destination account for module availability, existing custom fields, user count, and any active workflows that might conflict with the incoming data. The discovery output is a written migration scope document listing record counts, object mapping decisions, and any custom field creation needed in Zoho Recruit.
Schema setup in Zoho Recruit
We create any missing custom fields in Zoho Recruit's Candidate module to receive Adapt custom employee properties. We create custom fields for PTO balance (pto_balance_days__c), most recent salary (most_recent_salary__c), salary effective date (salary_effective_date__c), Adapt enrichment status (adapt_email_find_status__c), and Adapt enrichment confidence (adapt_email_confidence__c). We create Tags for department hierarchy mapping. We verify that the Zoho Recruit user account performing the migration has permission to create records in all target modules. Schema setup is validated in the Zoho Recruit UI before any data is exported from Adapt.
CSV export from Adapt and transform
We extract data from Adapt in CSV format covering all objects in scope. We transform each Adapt record into the Zoho Recruit import format: Last Name is populated as 'not provided' for any record missing this field; department assignments become tags; compensation and PTO data are isolated into separate CSV packages for the HR team; email-find metadata is mapped to the custom fields created in step 2. The transform output is a set of module-specific CSV files (Candidates, Contacts, Clients, Job Openings) and a separate compensation and PTO package for downstream HR handling.
Sandbox validation and field mapping review
If the Zoho Recruit account has a sandbox or staging environment, we run the full migration there first. The customer's recruiting lead spot-checks 25-50 Candidate records for field accuracy, verifies that the department tags are correctly applied, confirms that enrichment metadata is visible on the Candidate record, and reviews the PTO and compensation custom fields. Any mapping corrections happen in the staging environment before production migration begins. If no sandbox is available, we run a parallel validation pass in a separate Zoho Recruit account or a dedicated test module before importing into production.
Production migration in dependency order
We run production migration in record-dependency order: Clients first (from Adapt Companies), then Candidates (from Adapt Employees with Owner resolution by email match), then Contacts (from Adapt Contact Records with Client lookup resolved), then Job Openings (from distinct Adapt job titles if applicable), then Attachments (linked to the corresponding Candidate). PTO and compensation data are exported as a separate package and handed off to the HR team for downstream HRMS import. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and automation rebuild handoff
We freeze the Adapt data during cutover and run a final delta pass for any records modified during the migration window. We enable Zoho Recruit as the system of record and deliver the automation inventory document to the recruiting admin team. We support a one-week hypercare window where we resolve any field mapping issues or record linkage problems. We do not rebuild Adapt workflows as Zoho Recruit workflow rules inside the migration scope; that is a separate engagement or an internal admin task. The PTO and compensation CSV package is handed off to the HR team for import into a downstream HRMS.
Platform deep dives
Adapt
Source
Strengths
Weaknesses
Zoho Recruit
Destination
Strengths
Weaknesses
Complexity grading
Standard HRMS migration. 1 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Adapt and Zoho Recruit.
Object compatibility
1 of 7 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Adapt: Not publicly documented — typical SaaS limits assumed and confirmed during scoping.
Data volume sensitivity
Adapt doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
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