HRMS migration
Field-level mapping, validation, and rollback between cvviz and Zoho Recruit. We move data and schema; workflows are rebuilt natively in Zoho Recruit.
cvviz
Source
Zoho Recruit
Destination
Compatibility
10 of 14
objects map 1:1 between cvviz and Zoho Recruit.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from CVViZ to Zoho Recruit is a structural ATS migration that requires careful schema reconciliation at every layer. CVViZ organizes hiring around Jobs with AI-ranked Candidates, configurable pipeline stages, and a Talent Pool CRM for passive sourcing; Zoho Recruit uses a Job Openings module with a Hiring Pipeline built from stage picklist values and a Candidates module with lookup relationships back to openings. We resolve pipeline stage names during pre-migration scoping (CVViZ stages are organization-specific with no universal schema), carry resume files as binary attachments, and map Talent Pool entries as Candidates with a passive lifecycle tag. Automation rules, job board posting configurations, and AI candidate scoring values do not migrate as active logic; we deliver a written inventory of every rule for the customer to rebuild in Zoho Recruit Blueprint and workflow tools post-migration.
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 cvviz object lands in Zoho Recruit, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
cvviz
Job
Zoho Recruit
Job Opening
1:1CVViZ Job records map to Zoho Recruit Job Opening. We carry title, description, department, employment type, location, and the active/inactive status flag. CVViZ job board distribution settings (LinkedIn, Google for Jobs, Facebook) migrate as metadata only; the customer must republish postings in Zoho Recruit job board distribution module after migration. Any jobs exceeding the destination Zoho Recruit plan active-job limit are flagged as archived during scoping and activated post-migration upon plan upgrade.
cvviz
Candidate
Zoho Recruit
Candidate
1:1CVViZ Candidate records map directly to Zoho Recruit Candidate. We carry first name, last name (required in Zoho Recruit; CVViZ records without a last name receive a 'not provided' placeholder per Zoho's import requirement), email, phone, social profiles (LinkedIn, GitHub, Stack Overflow URLs), employment history, and current status. Last Name is mandatory in Zoho Recruit import; records without a value must specify 'not provided' or similar before import begins.
cvviz
Application
Zoho Recruit
Job Application
1:1CVViZ Application records (linking a Candidate to a Job with a current pipeline stage and timestamp) map to Zoho Recruit Job Application. We preserve stage history with timestamps, source attribution (referral, job board, direct), and any offer or rejection records. The Job Application sits as a child record under both the Candidate and the Job Opening in Zoho Recruit's relational structure.
cvviz
Pipeline Stage
Zoho Recruit
Hiring Pipeline Stage
lossyCVViZ pipeline stages are fully organization-specific with no universal schema. We capture the complete stage map (names, order, probability percentages) during pre-migration schema review, then map each named stage to a corresponding Zoho Recruit Hiring Pipeline stage value. Any CVViZ stages with no Zoho equivalent are flagged for manual configuration before the final import run. Stage transitions and associated notes migrate as Application history records.
cvviz
Resume File
Zoho Recruit
Candidate Attachment
1:1CVViZ stores parsed resume fields alongside raw PDF/DOCX files. We extract the binary file and attach it to the corresponding Candidate record in Zoho Recruit. Parsed structured fields (skills, education, certifications) migrate to equivalent Zoho Recruit Candidate custom fields. If the destination lacks a resume parser, candidates land with the raw file unparsed and the structured fields populated from our pre-parse transform.
cvviz
Talent Pool Entry
Zoho Recruit
Candidate (Passive Tag)
1:manyCVViZ Talent Pool maintains passive candidates not tied to a specific job requisition. We migrate Talent Pool entries as Zoho Recruit Candidate records with a custom field or status value (e.g., lifecycle_stage = 'Passive') that identifies their talent pool origin. Source attribution (where the passive candidate was first sourced) migrates to a Zoho Recruit custom field.
cvviz
Pre-Screening Question
Zoho Recruit
Custom Field on Job Opening or Application
1:1CVViZ pre-screening questions and candidate responses store as key-value pairs per Job or Application. We map these to Zoho Recruit custom fields on the Job Opening (for company-wide questions) or on the Job Application (for position-specific questions). Unstructured or free-text responses that do not map cleanly to Zoho's field types are flagged for manual review during scoping.
cvviz
AI Candidate Score
Zoho Recruit
Custom Numeric Field
1:1CVViZ AI ranking scores derive from proprietary NLP against the job description and historical hiring data. We carry the numeric score value as a Zoho Recruit custom field on the Candidate record. The destination ATS will not recalculate or update this score; it remains a static snapshot from the migration date. We recommend setting expectations with the customer that Zoho Recruit's Zia matching will re-rank candidates over time.
cvviz
Custom Field (Job)
Zoho Recruit
Custom Field (Job Opening)
1:1CVViZ custom fields on Jobs migrate to Zoho Recruit custom fields on Job Opening. We carry field names, data types (text, number, date, picklist, checkbox), and values. The destination Zoho Recruit org must have identically named custom fields created before migration; we document the required schema and provide the field creation checklist.
cvviz
Custom Field (Candidate)
Zoho Recruit
Custom Field (Candidate)
1:1CVViZ custom fields on Candidates migrate to Zoho Recruit custom fields on Candidate. Same approach as Job custom fields: field names, data types, and values carry forward. Picklist fields on CVViZ must have matching picklist values defined in Zoho Recruit before import; mismatches are flagged in the mapping document.
cvviz
User
Zoho Recruit
User
1:1CVViZ Users map to Zoho Recruit Users. We resolve by email match. Any CVViZ User without a matching Zoho Recruit account goes to a reconciliation queue; the customer provisions missing users in Zoho Recruit before migration of record assignments proceeds. Role assignments migrate to Zoho Recruit Profiles and Roles based on the closest equivalent permission set.
cvviz
Automation Rule
Zoho Recruit
Blueprint / Workflow (documentation only)
lossyCVViZ rule-based automations for email triggers, notifications, and stage transitions are platform-specific and do not map cleanly to Zoho Recruit Blueprint or workflow rules. We document the complete rule logic including trigger event, conditions, actions, and order of execution. The customer rebuilds these in Zoho Recruit's Blueprint editor post-migration. This inventory is delivered as a written deliverable, not migrated as code.
cvviz
Job Board Configuration
Zoho Recruit
Job Posting Distribution (metadata only)
lossyCVViZ job board posting configurations (LinkedIn, Google for Jobs, Facebook, Stack Overflow, GitHub) store as metadata flags on Job records. We document which boards each job was distributed to. The customer must reconnect and republish job postings in Zoho Recruit's job distribution module; posting credentials and job board API keys do not transfer between platforms.
cvviz
Candidate Social Profile
Zoho Recruit
Candidate Multi-Line Field
1:1CVViZ captures LinkedIn, GitHub, Stack Overflow, Twitter, and Facebook profile URLs on Candidate records. We map these to corresponding Zoho Recruit custom fields on the Candidate module. Zoho Recruit does not have native social profile parsing; profile URLs land as static links rather than enriched contact data.
| cvviz | Zoho Recruit | Compatibility | |
|---|---|---|---|
| Job | Job Opening1:1 | Fully supported | |
| Candidate | Candidate1:1 | Fully supported | |
| Application | Job Application1:1 | Fully supported | |
| Pipeline Stage | Hiring Pipeline Stagelossy | Fully supported | |
| Resume File | Candidate Attachment1:1 | Fully supported | |
| Talent Pool Entry | Candidate (Passive Tag)1:many | Fully supported | |
| Pre-Screening Question | Custom Field on Job Opening or Application1:1 | Fully supported | |
| AI Candidate Score | Custom Numeric Field1:1 | Fully supported | |
| Custom Field (Job) | Custom Field (Job Opening)1:1 | Fully supported | |
| Custom Field (Candidate) | Custom Field (Candidate)1:1 | Fully supported | |
| User | User1:1 | Fully supported | |
| Automation Rule | Blueprint / Workflow (documentation only)lossy | Fully supported | |
| Job Board Configuration | Job Posting Distribution (metadata only)lossy | Fully supported | |
| Candidate Social Profile | Candidate Multi-Line Field1:1 | 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.
cvviz gotchas
Resume files require binary export handling
Active job limits reset at migration time
Pipeline stage names are organization-specific
AI candidate scores are proprietary and non-transferable
Zoho Recruit gotchas
Daily API rate limits are tier-gated and per-user capped
User import hard cap of 2,000 records
Attachment folder hierarchy must be preserved exactly
Resume parsing quota varies by plan and resets daily
Custom fields unavailable in Free and Standard editions
Pair-specific challenges
Migration approach
Discovery and schema audit
We audit the source CVViZ account across all modules: Job count and active/inactive status, Candidate record volume and completeness, Application history depth, pipeline stage names and order, custom field definitions and data types, Talent Pool volume, User roster with roles, and active automation rules. We also identify resume file count and average file size. This audit produces a written migration scope document, a Zoho Recruit plan recommendation based on active job limits (Standard: 100 jobs, Professional: 250, Enterprise: 750), and a list of pre-migration data quality issues to resolve before import begins.
Zoho Recruit sandbox setup and schema creation
We provision a Zoho Recruit sandbox or pilot account and create all required custom fields (matching CVViZ field names and data types), picklist values (matching CVViZ stage names, employment types, and source values), Hiring Pipeline stages (mapped from the CVViZ stage map captured during audit), and User profiles and roles (matched to CVViZ role permissions). We configure the active job limit per the selected plan tier and confirm with the customer that no over-limit jobs exist post-plan selection. Schema is validated in sandbox before production migration begins.
Data preprocessing and Last Name remediation
We preprocess exported CVViZ data to handle known migration blockers: Last Name placeholder injection for records without a surname, duplicate email detection across Candidates, stage name gap identification, and binary resume file inventory with batch sequencing. We also split Talent Pool entries from active Candidates using the passive lifecycle flag. Preprocessed CSV files are validated for Zoho Recruit import format compatibility including character encoding selection.
Staged import in dependency order
We run production migration in Zoho Recruit's recommended dependency order: Users first (with duplicate account resolution confirmed), then Candidates (with Last Name placeholders applied), then Job Openings (with over-limit jobs flagged as archived), then Job Applications (with Candidate and Job Opening lookup resolution), then custom field values (linked to the parent record IDs established in prior phases). Resume binary files upload in parallel using batched chunking. Each phase emits a row-count reconciliation report before the next phase begins.
Automation rule inventory delivery
We deliver the written Automation Rule Inventory document covering every active CVViZ rule: trigger event, conditions, action sequence, and recommended Zoho Recruit Blueprint or workflow rule equivalent. This document is the customer's blueprint for rebuilding automations in Zoho Recruit's workflow editor. We do not rebuild automation rules as part of the standard migration scope. The document is delivered before or on go-live day so the admin team can begin rebuild planning immediately.
Cutover, validation, and post-migration handoff
We freeze CVViZ write access during the cutover window, run a final delta migration of any records modified during the migration window, then set Zoho Recruit as the system of record. We deliver a full reconciliation report: records imported per module, records skipped with reason, and any records requiring manual follow-up. We support a one-week hypercare window for reconciliation issues. Job board reposting and automation rebuild remain the customer's post-migration tasks; we provide documentation for both.
Platform deep dives
cvviz
Source
Strengths
Weaknesses
Zoho Recruit
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 cvviz and Zoho Recruit.
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
cvviz: Not publicly documented.
Data volume sensitivity
cvviz 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.
Step 1
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