Migrate from Business Draft to Zoho Recruit

Business Draft Candidates map to Zoho Recruit Candidates as primary records. We extract all profile fields (name, email, phone, resume, custom properties) from Business Draft export CSVs and map them to Zoho Recruit's Candidate module fields using the layout editor to pre-create any custom fields required for non-standard Business Draft properties. Video response files are downloaded as standalone binary assets and exported alongside the candidate CSV for manual re-hosting in Zoho Recruit.

Business Draft Jobs map to Zoho Recruit Job Openings. We transfer job title, department, description, location, and posting status. Zoho Recruit supports multiple active jobs per recruiter license on Standard plan (10 active jobs); Business Draft jobs with non-standard custom fields require pre-creation of corresponding Zoho Recruit custom fields via Setup > Customization > Modules before import.

Business Draft Applications link a Candidate to a Job and track stage progression through Started Applying, Review, and Interview stages. We map each Application to a Zoho Recruit Candidate record with the associated Job Opening linked via the Candidates subform. Stage history timestamps are preserved as notes or custom date fields on the candidate record because Zoho Recruit's standard candidate timeline records individual activities rather than a structured stage history.

Business Draft Interview Stages (self-scheduling links, stage-specific triggers) do not have a direct Zoho Recruit equivalent as structured stage definitions. We map Business Draft stage names to Zoho Recruit Candidate Status values and create Zoho Recruit Interview records linked to the Candidate. Automated scheduling links are not migratable as persistent records and are flagged for manual re-creation in Zoho Recruit's interview scheduling tools.

Business Draft Review Decisions (structured recruiter decisions at the Review Stage) map to Zoho Recruit Notes attached to the Candidate record, or to a custom picklist field created in Zoho Recruit's layout editor if the customer requires structured decision tracking. We document the existing decision set during scoping so the customer can configure the picklist with matching values before import.

Business Draft dropped applicants (candidates who began but did not complete an Application) migrate as Candidate records with a custom flag field or tag indicating incomplete submission status and the last-known stage before dropout. Timestamp and partial submission data are preserved to maintain pipeline visibility. These records are included in the candidate CSV export and staged separately if the customer wants explicit tracking of incomplete applications.

Business Draft automated workflow triggers (SMS notifications, email alerts, stage transition reminders) do not migrate as automation code to Zoho Recruit's Blueprint or Workflow Rules. We deliver a written inventory of every active Business Draft workflow with its trigger conditions, actions, and Zoho Recruit equivalent (Workflow Rules for field updates, Assignment Rules for candidate routing, Blueprint for multi-step hiring processes). The customer's admin rebuilds these in Zoho Recruit post-migration.

Business Draft background check status and summary flags migrate to Zoho Recruit as a custom field or note on the Candidate record. The full vendor report PDF remains with the third-party provider and must be re-requested by the customer before Business Draft account closure. We flag which candidates have active background check status and provide a re-initiation checklist for post-migration.

Business Draft Offer records (compensation details and acceptance status linked to Applications) migrate to Zoho Recruit's Offer subform or associated custom fields on the Candidate record. Actual offer document attachments are exported as binary files separately from the CSV and require manual re-upload to Zoho Recruit's document attachment on the relevant Candidate.

Business Draft self-scheduling links are ephemeral platform artifacts generated dynamically for Interview Stage candidates and expire after use. These do not migrate. We flag them as non-migratable and recommend the customer re-create scheduling links in Zoho Recruit's interview scheduling module post-migration using the candidate and interviewer email addresses.

Business Draft Owners referenced on Candidate, Job, and Application records map to Zoho Recruit User accounts by email match. We extract every distinct Owner during discovery and reconcile against Zoho Recruit User provisioning. Owners without a matching Zoho Recruit User are held in a reconciliation queue for the customer's admin to provision before record import resumes.

Business Draft custom field definitions require manual re-creation in Zoho Recruit's Layout Editor (Setup > Customization > Modules). We audit the Business Draft export for custom field columns during discovery and provide a Zoho Recruit field creation checklist including field type, picklist values, and required/optional designation. Lookup and formula fields require paid editions above Standard; the customer confirms their Zoho Recruit edition during scoping.