Migrate from CE Manager to Zoho Recruit

CE Manager Users map to Zoho Recruit Candidates as the primary professional record. The CE Manager HR Export CSV format maps to Zoho Recruit's Candidate import format. Last Name is mandatory in Zoho Recruit; any CE Manager User record without a last name receives 'not provided' as the value per Zoho's import requirement. Email address serves as the dedupe key. We match on email and flag any unresolved duplicates for manual review before import begins.

Each CE Manager License record (representing a professional license in a specific jurisdiction) migrates as a set of custom fields on the related Zoho Recruit Candidate. Fields include license_number, jurisdiction, license_type, renewal_date, credits_earned, credits_required, and compliance_status. Zoho Recruit Standard allows 50 custom fields per module; firms with complex multi-jurisdiction license stacks may require Enterprise to accommodate all license metadata. We compute the compliance_status field during migration by aggregating attendance credits against the jurisdiction's credit threshold.

CE Manager computes compliance status dynamically from License and Attendance data per reporting period. There is no standalone Compliance object in the API. We reconstruct the compliance picture by pulling all License records and their associated Attendance records, computing credit totals against each jurisdiction's required threshold, and writing a compliance_summary__c text field on the Candidate record. The field contains the reporting period, credits earned, credits required, and a status indicator (compliant, pending, deficient). Firms with complex multi-period compliance requirements may need a separate custom Compliance module rather than a single summary field.

CE Manager Course records migrate to a Zoho Recruit custom module named Courses. Fields include course_name, course_code, credit_amount, format_type, provider_id, practice_area, and course_date. The custom module is created during migration scoping if the Standard or Enterprise plan is in use; custom modules are not available on the Free tier. Course records are inserted before Attendance records so that the Course lookup reference is satisfied at insert time.

CE Manager Attendance records link a User to a Course and record the credits earned for a specific session or reporting period. Attendance migrates to a Zoho Recruit custom module with fields for candidate_id (lookup to Candidate), course_id (lookup to Courses custom module), attendance_date, credits_earned, and reporting_period. Attendance records cannot be stored as Zoho Recruit Tasks because Tasks in Zoho Recruit are scoped to the recruitment workflow (candidate activities, interview scheduling) rather than continuing education tracking.

CE Manager Providers (entities that deliver CE courses, with state-specific accreditation) migrate to a Zoho Recruit custom module named Providers. Fields include provider_name, accreditation_ids, associated_courses (lookup), and jurisdiction_coverage. Providers are inserted before Courses so that the Provider lookup on Courses is resolved during course import.

CE Manager PracticeAreas tag courses and sometimes user preferences to a legal, accounting, or clinical specialty. Practice area tags migrate as a multi-select picklist custom field on the Courses custom module. If the firm uses practice areas to segment license requirements, we also add a practice_area custom field on the Candidate record to allow filtering by specialty.

CE Manager LearningTracks group multiple Courses into a curriculum path. Zoho Recruit has no native LearningTrack or curriculum object. We flatten each LearningTrack into individual Course enrollments and create a custom module Learning Tracks that stores the track_name, track_description, and a relationship to the individual Course records via a related list. The customer's admin rebuilds the curriculum sequence logic as a manual process or Zoho Recruit workflow.

CE Manager Affiliations link Users to Firms, Departments, or Offices. Zoho Recruit's organizational hierarchy uses Departments (from the corporate plan) and custom fields on Candidates for firm-specific affiliation data. We map affiliation data to a combination of the standard Department object (if the corporate plan is in use) and custom fields on the Candidate record for firm_name, department, and office_location.

CE Manager Schedule records define when and where a Course is offered (date, time, timezone, location). Schedule fields migrate as date, time, timezone, and location custom fields on the Courses custom module. Zoho Recruit's Interview scheduling features are not repurposed for course scheduling because they are scoped to the candidate interview workflow rather than CE course logistics.

CE Manager allows firms to define custom Firm System Tables beyond standard objects. We run explicit schema discovery against the CE Manager API during scoping to enumerate all custom tables, their fields, and their relationships. Each discovered custom table becomes a Zoho Recruit custom module with field-type mapping applied. Custom modules are not available on the Free tier; Standard allows 1 custom module, and Professional and Enterprise allow multiple. We surface the full custom schema to the customer before extraction begins and flag any tables that cannot be migrated due to Zoho Recruit tier constraints.

CE Manager course materials are associated files or documents linked to Courses. Material URIs and file references migrate as attachments in Zoho Recruit's Document Library linked to the corresponding Course custom module record. Binary file migration is handled separately from record migration, with material URLs preserved as URL-type custom fields if the source files are hosted externally rather than migrated as downloadable attachments.