Migrate from Alongside to Recruit CRM & ATS

Discovery sprint and schema mapping

We receive either API access credentials to the Alongside instance or a customer-provided data export (CSV, JSON, or backup archive). Our team inspects the actual record types, field names, data types, and relationships present in the customer's Alongside instance. We produce a written schema map that identifies: all record types present, all fields per record type, any custom fields, relationship keys between records, and data volume per object. This schema map is the foundation for the migration plan and the source of truth for field mapping. Discovery typically takes three to five business days.

Scoping call and Recruit CRM edition confirmation

We review the schema map with the customer and confirm the migration scope: record types to migrate, fields to include or exclude, handling of custom fields, and attachment migration requirements. We also confirm the customer's Recruit CRM edition (Pro $95/user, Business $125-$135/user, Enterprise $259/user) to ensure the destination supports any custom field or custom object requirements identified in discovery. We issue a fixed-price quote based on the confirmed scope and provide a migration timeline.

Recruit CRM destination setup

We configure the Recruit CRM destination account in advance of data migration. This includes: pre-creating custom fields identified in discovery, configuring candidate status options to match the customer's existing workflow stages, setting up the client's company and contact structure, and verifying Recruit CRM user accounts for each migrating Alongside user. Destination setup is validated in a Recruit CRM sandbox or staging environment before production migration begins.

Data extraction, transformation, and staging

We extract data from Alongside using the method established in discovery (API access or customer export file). We apply transformation logic: date format normalization, email validation, phone number formatting, deduplication against existing Recruit CRM records, and resolution of any relationship keys (e.g., matching client IDs to candidate IDs). Deduplicated and transformed data is staged in a structured format (CSV or JSON) for import into Recruit CRM. We run a sample import of 50-100 records to validate field mapping before proceeding to full production migration.

Production migration in dependency order

We run production migration into Recruit CRM in record-dependency order: Users first (validated against Recruit CRM user accounts), then Clients, then Candidates (with Client lookups resolved), then Jobs (with assigned recruiter resolved), then Placements, then Notes and communication history. Each phase emits a row-count reconciliation report before the next phase begins. Any records that fail validation (missing required fields, invalid references) are logged and corrected in the next iteration. Attachments load after their parent records are confirmed in Recruit CRM.

Cutover, validation, and configuration inventory handoff

We freeze Alongside as the system of record during cutover and run a final delta migration of any records modified or created during the migration window. The customer validates record counts, spot-checks 20-30 records for accuracy, and signs off on cutover. We deliver a written inventory of Alongside workflows, automation rules, and custom configurations that do not migrate to Recruit CRM, with recommended rebuild steps for each item. We support a five-business-day hypercare window for post-cutover reconciliation. Recruit CRM workflow automation configuration is outside migration scope and is handled by the customer's admin or a separate Recruit CRM implementation engagement.