Migrate from ClearCompany to Recruit CRM & ATS

ClearCompany Candidate records map to Recruit CRM Candidate records with direct field mapping for contact details, application status, source attribution, and custom fields. We preserve the association between candidate history and the original Job record by resolving the job_id reference during import. Any candidate records with duplicate email addresses are flagged in a dedupe report before final insert.

ClearCompany Job records map to Recruit CRM Job with title, department, location, status (active/closed), and description preserved. The job_to_candidate relationship migrates as candidate application records linked to the imported Job. We map ClearCompany job status values to Recruit CRM status equivalents (Open, On Hold, Closed, Cancelled) during the transform step.

ClearCompany Employee records map to Recruit CRM Employee, including employment details, department assignment, manager reference, start date, and custom properties. We resolve the manager_hierarchy reference using the Employee-to-Employee lookup, and we flag any employees without a resolved manager as an orphan report for the admin to correct before final validation.

ClearCompany Department records migrate to Recruit CRM Departments or Teams. Parent-child relationships between departments are preserved using Recruit CRM's hierarchical structure. We map department codes and names directly and confirm the org hierarchy depth against Recruit CRM's maximum nesting depth during scoping.

ClearCompany User accounts including name, email, role assignment, and active/inactive status map to Recruit CRM Users. We match by email as the dedupe key. Any ClearCompany User without a corresponding email in Recruit CRM is placed in a User reconciliation queue for the admin to provision before record migration continues.

ClearCompany custom fields on Candidates, Employees, and Jobs vary by module and tenant configuration. We discover field definitions during scoping, map field types (text, number, date, picklist, checkbox) to Recruit CRM equivalents, and apply picklist value transformation for constrained fields. Custom fields are created in Recruit CRM before any record import begins to ensure schema consistency.

ClearCompany onboarding task checklists and new-hire workflow status migrate as Candidate Notes and Activity records in Recruit CRM. The conditional branching and automation logic in ClearCompany workflows does not transfer; we deliver a written task inventory of every onboarding checklist item and its completion status for the admin to reconfigure as Recruit CRM onboarding stages.

Performance review records, goals, and ratings migrate as read-only Employee Notes or as values in custom fields if the review fields map to structured picklists. Review templates and rating scales from ClearCompany are captured as a configuration document for the customer to rebuild in Recruit CRM's custom field builder or as a separate evaluation form.

ClearCompany LMS content including courses, learning paths, and SCORM packages cannot be imported into Recruit CRM because Recruit CRM does not include a native LMS. We export the course metadata as a CSV inventory and flag SCORM packages as files requiring manual upload to the customer's chosen LMS post-migration. Learning path relationships and completion records migrate as Employee Notes for audit reference.

Documents attached to Candidate, Employee, and Job records migrate as Attachments in Recruit CRM linked to the corresponding record via the object_id reference. We export file content by URL or direct download during extraction, flag any files exceeding Recruit CRM's size threshold, and deliver a file inventory with parent record reference for the admin to verify post-migration.

Integration configurations including connected job boards, assessment vendors, and payroll providers are exported as reference data for documentation purposes. Active integration credentials cannot be exported for security reasons. We deliver an integration map listing every connected system (ADP, LinkedIn, Indeed, assessment vendors) with the reconnect steps required, and the customer's admin re-authenticates each integration in Recruit CRM post-migration.