Migrate from Betterteam to BambooHR

Betterteam Jobs map to BambooHR Job Openings with the title, description, requirements, location, department, and status fields preserved. Betterteam's active and closed status values map to BambooHR's open and closed status. If the destination plan tier limits job openings (5 on Core ATS, 25 on Pro ATS, 50 on Elite ATS), we flag any migration batch that exceeds the cap and work with the customer to prioritize active roles first.

Betterteam stores candidates as flat records per application, meaning the same person applying to two jobs creates two separate records. We deduplicate by email address during extraction and reconstruct a unified candidate record in BambooHR. The unified profile carries the original application dates from each Betterteam application, and any duplicate history is preserved as application entries linked to the appropriate job opening in BambooHR.

Betterteam Applications map to BambooHR Applications attached to Job Openings. The application date, source job board (Indeed, LinkedIn, etc.), and status (new, reviewed, liked, declined) migrate as fields on the BambooHR applicant record. We map Betterteam's status values to BambooHR's Disposition field values.

Betterteam's like/dislike and 5-star rating system migrates to a BambooHR custom numeric field on the employee or applicant record. The rating score is stored as a numeric value so that sorting and filtering work in BambooHR's reporting. If the customer uses both like/dislike and star ratings, we map them to separate custom fields (rating_stars__c and rating_thumbs__c) for full fidelity.

Betterteam reviewer notes attach to candidate profiles as free-text entries. We import each note with author attribution and timestamp, creating separate Note records in BambooHR linked to the unified candidate profile. The chronological note history is preserved so that the full review conversation is visible on the employee record.

Resume and cover letter files attached to Betterteam applications are downloaded, de-duplicated by filename, and re-uploaded to the BambooHR employee or applicant record as files. File naming conventions differ between platforms; we normalize to the candidate name and document type. Binary content migrates directly; any unsupported file types are flagged in the reconciliation report.

Betterteam careers pages are generated as rendered HTML rather than structured data objects. The visible job listings and branding content can be extracted, but the page structure, styling, and metadata do not have a direct BambooHR equivalent. We export the page URL and content for the customer to manually configure a BambooHR-hosted careers page or redirect to a new careers site post-migration.

Betterteam's job-board posting integrations with Indeed, ZipRecruiter, LinkedIn, and 100+ other boards are third-party connections managed server-side by Betterteam. The job-to-board mappings are not exposed via exportable API fields. We document which boards were active per job but do not attempt to reconstruct the distribution configuration in BambooHR, which uses its own ATS job-board integrations.

Betterteam bills based on the number of simultaneously active jobs. We extract the active-job count at scoping time and compare it against the destination BambooHR plan tier limit. If the count exceeds the plan cap, we flag the gap and recommend a plan upgrade or a phased migration where archived roles are imported in a second batch after active roles stabilize.

Betterteam Solo (25/month) and Plus (75/month) plans log overflow candidates beyond the cap without blocking new applications. We identify overflow records during extraction and flag them in the migration batch so that the customer can prioritize which records to import first if the destination plan has its own job-opening or applicant limits.

Betterteam reviewer assignments on candidate notes map to BambooHR User records by email match. We resolve each reviewer email to a BambooHR user account where one exists; unreviewed candidates or reviewers without a matching BambooHR account are flagged for admin assignment post-migration.