Migrate from Breezy HR to Recruit CRM & ATS

Breezy HR Candidate records migrate directly to Recruit CRM Candidate records. We carry over all standard fields (full name, email, phone, social profiles, resume file, tags, source attribution) and preserve the original candidate ID as a custom field breezy_id__c for cross-system audit. Breezy's per-candidate stage history migrates as ordered Candidate Activity entries in Recruit CRM reflecting the pipeline progression with timestamps.

Breezy HR Positions map 1:1 to Recruit CRM Jobs. Job title, department, location, employment type (full-time, part-time, contract), and job description migrate directly. Breezy's Position state (Open, On Hold, Closed) maps to Recruit CRM's Job status field. If Breezy positions include internal job codes, these migrate as a custom field job_code__c.

Breezy HR allows pipeline stage names and ordering to vary per Position. Recruit CRM uses a Master Pipeline at the account level with optional secondary pipelines scoped to specific jobs. We consolidate Breezy's per-position stage names into the Recruit CRM Master Pipeline as the primary stage set, then create secondary pipelines for positions with unique stage sequences that cannot be absorbed into the Master. The customer chooses the Master pipeline during scoping.

Breezy HR custom fields of type Text and Date map cleanly to Recruit CRM custom fields of the equivalent type. Date fields preserve the original date format and timezone. We validate date ranges during pre-flight to catch Breezy dates that fall outside Recruit CRM's supported range.

Breezy HR Dropdown and Radio button fields store explicit option lists. We map these to Recruit CRM Dropdown fields, but the option set values must be verified against Recruit CRM's allowed values before import. Any option in Breezy that does not have a matching Recruit CRM value is flagged in the pre-flight report and the customer decides whether to add the missing option or map it to an 'Other' value.

Breezy HR Currency fields carry a numeric amount and a currency code (USD, EUR, GBP). We migrate the numeric value to Recruit CRM's Number field. The currency code is preserved in a parallel text field currency_code__c so the customer can configure a currency field type post-migration if needed.

Breezy HR Attachment-type custom fields hold files attached to a candidate record outside the main resume. We migrate these as Candidate Documents in Recruit CRM, preserving the original filename and file type. The attachment is linked to the candidate record via Recruit CRM's document attachment relationship.

Breezy HR Tags (up to 250 per account) migrate as Recruit CRM Tags. Tags are stored as flat key-value lists in both systems, so the mapping is direct. We deduplicate tag names during the transform phase to avoid creating duplicate tags in Recruit CRM.

Breezy HR Candidate Sources (up to 250 per account) map directly to Recruit CRM Candidate Sources. Source attribution on each candidate record migrates as the Source field value. If a candidate has multiple sources in Breezy, we concatenate them into a single Source field value in Recruit CRM and flag the record for the customer to manually split if needed.

Breezy HR Users and hiring team members migrate to Recruit CRM Users. We match by email address. Breezy's Owner/User role assignment maps to Recruit CRM's user role model, but permission structures differ; we flag any role that cannot map 1:1 and the customer assigns the correct Recruit CRM role post-migration. Team members without a matching email in the destination are held in a reconciliation queue for manual provisioning.

Breezy HR internal comments and activity history tied to a candidate migrate as timestamped Note entries in Recruit CRM. We preserve the comment author, timestamp, and full text content. Formatting (bold, italic, links) is preserved where Breezy's export format supports it.

Breezy HR interview scorecards and stage-level ratings migrate as Recruit CRM Evaluation records attached to the candidate. The evaluation criteria from Breezy become Evaluation field labels in Recruit CRM, and rating scores migrate as numeric values. We preserve the evaluation author and the stage at which the evaluation was conducted.