Migrate from Applicant Starter to Crelate

Applicant Starter Candidate records map to Crelate Person records. We extract first_name, last_name, email, phone, and address fields and import them directly. The original Applicant Starter candidate ID is preserved in a custom reference field for audit and cross-referencing. Custom candidate fields require explicit mapping during scoping; we pull the field schema from Applicant Starter and match each to a Crelate field or flag it for new field creation.

Resume files and binary attachments export as blobs from Applicant Starter, download with consistent naming (candidate name + original filename), and upload to Crelate as file attachments linked to the corresponding Person record. Large resume libraries require sequential download handling. We verify file integrity with MD5 checksum before upload.

Job postings, department, hiring manager, and open/closed status export cleanly from Applicant Starter. We map job_title, department, location, job_description, and status to Crelate Job fields. The original Applicant Starter job ID is preserved as a custom field for reference. Closed positions export on a best-effort basis depending on the plan tier; we flag any gaps during scoping.

Applicant Starter's pipeline stages are user-defined, not fixed—accounts may use Applied/Screening/Interview or Open/Qualified/Closed or custom labels. We extract the full stage schema during scoping and build a custom stage map to Crelate pipeline stages. Stages with no direct Crelate equivalent are flagged for admin review. Activity timestamps are preserved in the activity stream attached to the Person record.

Email engagement logs migrate to Crelate Activity records linked to the corresponding Person and Job. We preserve email subject, body, timestamp, and direction (sent/received). Activity ordering is preserved by setting the timestamp to the original Applicant Starter value. Older activity records may lack complete timestamps; we flag these and set a default date with a note.

Call logs migrate to Crelate Activity records with call disposition and duration preserved. We map the call type and set the activity timestamp from the original log. Call recordings, if attached in Applicant Starter, export as file attachments and link to the Activity record.

Interview notes and general notes migrate to Crelate Note records attached to the corresponding Person, Job, or Client record. We preserve note body, author, and timestamp. Notes without timestamps receive a default date with a flag for admin review.

Tracks where a job was posted (LinkedIn, Indeed, etc.). This data exists in Applicant Starter but may be inconsistently recorded. We export available distribution records and map them to Crelate job distribution fields or custom fields. Gaps are flagged for manual verification.

Custom fields on candidates require explicit mapping during scoping. We pull the full custom field schema from Applicant Starter, match each to a Crelate field (creating new custom fields in Crelate where needed), and document the mapping in the field map deliverable. Fields with no Crelate equivalent are flagged for admin review.

Custom fields on job requisitions follow the same mapping process as candidate custom fields. We extract the job-level custom field schema, map to Crelate equivalents, and flag any unmapped fields for admin review.

Scorecard data in Applicant Starter is stored in a proprietary format not accessible via the export API. We do not migrate scorecards. We notify customers during scoping, document the location and format of scorecard data in Applicant Starter, and advise manual export. Recreated scorecards can be built in Crelate using its custom form builder post-migration.

Applicant Starter tag taxonomies are user-defined and vary per account. We extract the full tag schema during scoping and map tags to Crelate tags. Tags used for candidate classification map directly. Tags used for workflow or filtering purposes are documented separately for admin to recreate in Crelate's tagging system.