HRMS migration
Field-level mapping, validation, and rollback between Cadient and Crelate. We move data and schema; workflows are rebuilt natively in Crelate.
Cadient
Source
Crelate
Destination
Compatibility
11 of 12
objects map 1:1 between Cadient and Crelate.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Cadient to Crelate requires navigating Cadient's absence of a public API or bulk export endpoint, which makes data extraction dependent on manual database dumps or CSV exports coordinated with Cadient's technical team. We ingest whatever Cadient provides in its native export format, normalise the schema to our intermediate ingestion model, then load into Crelate's Contacts, Companies, and Opportunities using Crelate's import tooling. SmartTenure ML predictions and composite SmartScore values migrate as static numeric fields only; the underlying model weights and component-level signal breakdowns are not available for transfer. Workflow stage definitions, routing rules, and automated triggers do not export as structured data from Cadient, so we document the current stage map during discovery and the customer rebuilds pipeline automation in Crelate manually. We do not migrate forms, landing pages, or automation sequences; these are documented in a handoff inventory for the customer's admin team.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Cadient object lands in Crelate, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Cadient
Candidate
Crelate
Contact
1:1Cadient Candidate records map to Crelate Contact as the primary person record. Standard fields (name, email, phone, work history, source, tags) migrate directly. Cadient's SmartScore composite value migrates as a static numeric custom field on the Contact record since the component-level breakdown is not available. SmartTenure predictions migrate as a static informational field (stay-risk score only, no model recalculation in Crelate). Resume parsing output normalises to plain text or structured JSON for Crelate's Resume Toolbox.
Cadient
Requisition
Crelate
Opportunity
1:1Cadient Requisition records map to Crelate Opportunity. Requisition metadata (title, department, location, open date, hiring manager) maps directly to Opportunity fields. Status from Cadient (open, filled, cancelled) maps to Crelate Opportunity Stage values. A Crelate Opportunity represents the hiring requisition as a pipeline record against which Applications are tracked as activity submissions.
Cadient
Application
Crelate
Activity Form Submission
1:1Cadient Application records are linked to a Candidate and a Requisition. In Crelate, Applications map to Activity Forms submitted against the Contact (from Cadient Candidate) and the related Opportunity (from Cadient Requisition). The apply date, status, source, and referral data migrate as form response fields. Custom application properties are reviewed during scoping and mapped to Crelate custom question fields on the Activity Form.
Cadient
Scorecard
Crelate
Activity Form + Custom Field Mapping
1:1Cadient Scorecard responses follow a structured question-and-answer format per reviewer. These migrate to Crelate Activity Forms with individual field mappings to Contact or Opportunity records per the form configuration. Crelate's field mapping capability (one field per form question, mapped to a column on Contact, Company, or Opportunity) is used to route scorecard ratings to structured custom fields. The composite SmartScore aggregate migrates as a numeric value; component-level breakdowns are not separable for independent mapping.
Cadient
Interview
Crelate
Event
1:1Cadient Interview records (interviewer, date/time, type: phone/video/onsite, disposition status) migrate to Crelate Event records linked to the Contact and Opportunity. Interview notes attached at the record level migrate as Crelate Activity Form entries or as Event description text. Attendance or scheduling integration depends on the customer's calendar setup at migration time.
Cadient
SmartTenure Prediction
Crelate
Custom Field on Contact (static value)
1:1SmartTenure is a proprietary ML model that outputs a stay-risk score based on signals Cadient does not expose. Model weights, training data, and component signals are not available via any documented export mechanism. We migrate the numeric score as a static custom field on the Contact record. Crelate's AI Co-Pilot and Agents on Business Plus and Enterprise can be configured by the customer's admin to generate new retention signals from candidate data post-migration; this is outside our migration scope.
Cadient
SmartScore Aggregate
Crelate
Custom Field on Contact (static value)
1:1SmartScore is a composite signal synthesised from screening responses, reference checks, and tenure prediction. The composite score transfers as a numeric field on the Contact record. The component-level breakdown (screening subscore, reference subscore, tenure subscore) is not separated in Cadient's export, so we cannot map these independently. The composite value is informational only in Crelate; it does not trigger any Crelate automation without manual workflow configuration.
Cadient
Workflow Stage Definitions
Crelate
Crelate Pipeline Stage Configuration
lossyCadient's hiring workflow stages (screening, assessment, interview, offer, hire) and automated routing rules are stored in platform configuration but do not export as structured data. We capture stage names and disposition values from application records during data review and document the current stage map in the discovery deliverable. The customer rebuilds these stages as Crelate Opportunity pipeline stages manually. Custom Recruiting Workflow limits are 20 on Crelate Business tier.
Cadient
Screening Assessment (external tool integrations)
Crelate
Custom Field on Contact or Activity Form
1:1Cadient integrates with screening tools such as AccurateNow and Paycor for structured assessments. Assessment scores are stored in Cadient as custom fields or application properties. We migrate raw assessment scores as Crelate custom fields on Contact or as fields within an Activity Form. Any assessments that require re-scoring through a new vendor integration are flagged during scoping for the customer's admin to re-implement post-migration.
Cadient
Offer Letter (template and issued records)
Crelate
Document attached to Opportunity or Contact
1:1Cadient offer letter templates and issued offer records can be exported as documents. In Crelate, these migrate as document attachments to the related Opportunity or Contact record using Crelate's Resume Toolbox or custom document attachment capability. Offer status (accepted, pending, declined) may be stored as an application sub-status in Cadient rather than a standalone field; we map it to a Crelate custom Opportunity field or Activity Form response.
Cadient
Referral Source (SmartRefer)
Crelate
Contact Source Field
1:1Cadient SmartRefer tracks referral sources as a performance channel within the hiring funnel. Referral source data migrates as a standard Contact source field or custom field in Crelate. The referral attribution model (which employee referred which candidate) maps to Crelate's Candidate Source Tracking and can be used in Crelate's reporting and analytics.
Cadient
Owner (Hiring Manager / Recruiter)
Crelate
Crelate User
1:1Cadient Owner records (hiring managers, recruiters) are resolved by email match against Crelate User records during migration. Any Cadient Owner without a matching Crelate User goes to a reconciliation queue for the customer's admin to provision before record import. User provisioning in Crelate is a customer-admin action; we flag gaps before production migration begins.
| Cadient | Crelate | Compatibility | |
|---|---|---|---|
| Candidate | Contact1:1 | Fully supported | |
| Requisition | Opportunity1:1 | Fully supported | |
| Application | Activity Form Submission1:1 | Fully supported | |
| Scorecard | Activity Form + Custom Field Mapping1:1 | Fully supported | |
| Interview | Event1:1 | Fully supported | |
| SmartTenure Prediction | Custom Field on Contact (static value)1:1 | Fully supported | |
| SmartScore Aggregate | Custom Field on Contact (static value)1:1 | Fully supported | |
| Workflow Stage Definitions | Crelate Pipeline Stage Configurationlossy | Fully supported | |
| Screening Assessment (external tool integrations) | Custom Field on Contact or Activity Form1:1 | Fully supported | |
| Offer Letter (template and issued records) | Document attached to Opportunity or Contact1:1 | Fully supported | |
| Referral Source (SmartRefer) | Contact Source Field1:1 | Fully supported | |
| Owner (Hiring Manager / Recruiter) | Crelate User1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Cadient gotchas
No documented public export API
SmartTenure predictions are non-transferable
Workflow stage definitions require manual reimplementation
Crelate gotchas
120 req/min API rate limit throttles bulk migrations
20 custom field per-entity cap forces data model decisions
15,000-record export ceiling on single operations
Sequences and automation workflows do not migrate
API key is a querystring parameter, not a header
Pair-specific challenges
Migration approach
Data extraction coordination with Cadient
We engage the customer's IT team and Cadient contacts to extract available data in CSV or JSON format. Since Cadient does not publish an export API, extraction may require a database dump, a support request to Cadient for a bulk export, or manual CSV downloads from Cadient's reporting interface. We define the required record types (Candidates, Requisitions, Applications, Scorecards, Interviews, and any custom fields) and a data dictionary during scoping so that the extraction covers all objects needed for migration. If Cadient cannot produce a complete export within the migration timeline, we document the gap and agree on a mitigation strategy (partial migration, manual entry, or phased export).
Data normalisation and Crelate sandbox design
We ingest the Cadient export into our staging environment and normalise it to our intermediate schema. We review field names, data types, and null rates against the Cadient data dictionary to identify gaps, date format inconsistencies, and multi-value field handling. We design the Crelate destination schema in parallel: creating the custom Contact, Company, and Opportunity fields required for Cadient's custom application properties, scorecard responses, and SmartScore or SmartTenure static values; mapping Cadient requisition status to Crelate Opportunity Stage values; and configuring any custom Crelate Activity Forms needed for scorecard and interview records. The schema is deployed into a Crelate sandbox for validation before any production data moves.
Sandbox migration and reconciliation
We run a full migration into the Crelate sandbox environment using production-like data volume. The customer's HR or recruiting lead reconciles record counts (Candidates in vs Contacts in, Requisitions in vs Opportunities in, Applications in vs Activity Forms in), spot-checks 25-50 random candidate and requisition records against the Cadient source, and reviews the placement of SmartTenure static scores on Contact records. Any field mapping corrections, stage name adjustments, or missing custom fields are resolved in the sandbox schema before production migration begins.
Owner and user reconciliation
We extract every distinct Cadient Owner (hiring manager, recruiter) referenced on candidate, requisition, and interview records and match by email against the Crelate destination's User table. Owners without a matching Crelate User go to a reconciliation queue. The customer's Crelate admin provisions any missing Users and confirms whether inactive Cadient owners should be mapped to inactive Crelate Users or left unmapped. Migration cannot proceed past record import until all Owner references can be resolved, because OwnerId is a required field on most standard Crelate records.
Production migration in dependency order
We run production migration in record-dependency order: Contacts (from Cadient Candidates, with SmartScore and SmartTenure as static custom fields), Companies (mapped from Cadient company data if available, or created as placeholder records with the contact's employer), Opportunities (from Cadient Requisitions, with requisition status mapped to Opportunity stage), Activity Forms (scorecards and applications mapped as form submissions against Contact and Opportunity), Events (interviews mapped as calendar entries against Contact and Opportunity), and document attachments (offer letters, resumes). Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and automation rebuild handoff
We freeze Cadient writes during cutover, run a final delta migration of any records modified during the migration window, then enable Crelate as the system of record. We deliver the workflow and stage map inventory document to the customer's admin team, listing every Cadient workflow stage, routing rule, and automated trigger with a Crelate rebuild recommendation. We support a one-week hypercare window where we resolve reconciliation issues raised by the customer's recruiting team. We do not rebuild Cadient screening workflows as Crelate Automation and Sequencing within the migration scope; that is a separate engagement or an internal admin task.
Platform deep dives
Cadient
Source
Strengths
Weaknesses
Crelate
Destination
Strengths
Weaknesses
Complexity grading
Standard HRMS migration. 1 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Cadient and Crelate.
Object compatibility
1 of 7 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Cadient: Export tooling capped at 1,000 records per pull per G2 reviewer reports; programmatic rate limits not published..
Data volume sensitivity
Cadient doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
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