HRMS migration

Migrate from Eploy to Recruit CRM & ATS

Field-level mapping, validation, and rollback between Eploy and Recruit CRM & ATS. We move data and schema; workflows are rebuilt natively in Recruit CRM & ATS.

Eploy logo

Eploy

Source

Recruit CRM & ATS

Destination

Recruit CRM & ATS logo

Compatibility

83%

10 of 12

objects map 1:1 between Eploy and Recruit CRM & ATS.

Complexity

BStandard

Timeline

3-5 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from Eploy to Recruit CRM is a data-model convergence project. Eploy's recruitment lifecycle includes Jobs, Candidates, Offers, Onboarding records, Workflow Stages, and Talent Pools; Recruit CRM's is built around Jobs with Kanban pipeline stages, Candidates, and a combined ATS-CRM view. Eploy's flat-rate pricing (£695/month entry) contrasts with Recruit CRM's per-seat model ($59-$159/user/month with a free trial), making the switch attractive for smaller agencies. We migrate active candidates with full application history, job requisitions with salary bands and locations, active offers, talent pool memberships, and communication history. Eploy's custom workflow stages require a customer-confirmed mapping table because stage names are organisation-defined. Onboarding records and assessment scores that live in Eploy's separate module schema migrate as CSV complements where the API returns partial schemas. Workflows, automations, and hiring manager portal permissions do not migrate as code; we deliver a written inventory for the admin to rebuild in Recruit CRM's pipeline configuration.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Eploy logo

Eploy

What's pushing teams away

  • Steep learning curve and unintuitive interface require significant training investment before teams become productive
  • Reporting and analytics are considered complex to configure and use, frustrating teams that need ad-hoc insights
  • API rate limits (10 req/sec, daily tier caps up to 50,000) can constrain large-scale data exports and bulk imports
  • Small feature additions often incur disproportionate costs, leading to frustration when simple customisations require premium upgrades
  • Clunky interface undermines campaign coordination for high-volume recruitment teams managing complex hiring pipelines

Choosing

Recruit CRM & ATS logo

Recruit CRM & ATS

What's pulling them in

  • Agencies choose Recruit CRM for its full customizability — pipelines, stages, and fields can be tailored to any recruitment workflow without developer involvement.
  • Small teams value the built-in CRM and ATS combined in one subscription, eliminating the need to purchase and sync separate systems.
  • The Chrome extension for one-click LinkedIn profile collection streamlines candidate sourcing and reduces manual data entry for recruiters.
  • Responsive customer support with fast issue resolution is consistently cited as a reason teams stick with the platform long-term.
  • Automation options including email sequences and workflow triggers allow recruitment agencies to reduce repetitive manual outreach tasks.

Object mapping

How Eploy objects map to Recruit CRM & ATS

Each row shows how a Eploy object lands in Recruit CRM & ATS, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Eploy

Job Requisition

maps to

Recruit CRM & ATS

Job

1:1
Fully supported

Eploy Jobs (requisitions) map directly to Recruit CRM Jobs. We preserve job title, department, location, salary bands, and the job-to-workflow linkage. Eploy's custom job fields migrate as custom fields in Recruit CRM, with the field schema discovered during scoping. The job's workflow assignment is not a native Recruit CRM concept; we capture it as a tag or pipeline stage name for the customer to configure after migration.

Eploy

Candidate

maps to

Recruit CRM & ATS

Candidate

1:1
Fully supported

Eploy Candidate records map to Recruit CRM Candidates with full contact details, application history, skills, and status preserved. Eploy's candidate_id becomes the dedupe key. We flag any custom properties added to the candidate schema and create corresponding custom fields in Recruit CRM before import. Candidate documents attach via Recruit CRM's file upload endpoint after the candidate record is created.

Eploy

Application

maps to

Recruit CRM & ATS

Candidate-Job association (associated fields)

1:1
Fully supported

Eploy stores a candidate's application to a job as a separate record; Recruit CRM links candidates to jobs and exposes per-job associated fields via POST /v1/candidates/associated-field/{candidate}/{job}. We map Eploy's application status and stage to Recruit CRM's associated_fields structure, with field_id values pre-discovered from the destination schema during scoping.

Eploy

Workflow Stage

maps to

Recruit CRM & ATS

Pipeline Stage

lossy
Fully supported

Eploy workflow stages are organisation-defined and discovered by aggregating distinct stage values from active jobs during scoping. Recruit CRM uses pipeline stages on its Kanban board. We build a customer-confirmed mapping table during scoping that maps each Eploy stage name to the destination pipeline stage. Stage transition timestamps migrate as associated field values or custom fields on the candidate-job association.

Eploy

Hiring Manager Portal

maps to

Recruit CRM & ATS

User assignment

1:1
Fully supported

Hiring manager assignments in Eploy (which user is tied to which job and stage) map to Recruit CRM User records assigned as owners or collaborators on Job and Candidate records. Role-based permissions that do not have a Recruit CRM equivalent are documented for the customer's admin to configure post-migration.

Eploy

Offer

maps to

Recruit CRM & ATS

Job (offer data)

1:1
Fully supported

Active offer records from Eploy (salary, start date, role details, e-signature status) migrate as structured data on the associated Candidate or Job record in Recruit CRM. E-signature audit trails migrate as document attachments where the API exposes them. Recruit CRM does not have a native Offer object; we document the customer-chosen target field for this data during scoping.

Eploy

Onboarding Record

maps to

Recruit CRM & ATS

Manual export (CSV complement)

1:1
Fully supported

Eploy's onboarding module may expose a partial schema via API. We query the onboarding endpoints explicitly during discovery. Records that return partial schemas (reference collection status, contract status, compliance documents) are flagged and recommended for manual CSV export as a complement to the API-driven migration. Recruit CRM has no native onboarding module, so onboarding data requires a post-migration process decision.

Eploy

Employee Referral

maps to

Recruit CRM & ATS

Candidate (referral source)

1:1
Fully supported

Eploy referral records link an employee to a referred candidate with reward status. We preserve referral attribution by populating a referral source field on the Candidate record in Recruit CRM, using the referring employee name as a text field or linking to a Recruit CRM User record if the employee exists as a user.

Eploy

Talent Pool

maps to

Recruit CRM & ATS

Tag or Segment

1:1
Fully supported

Eploy Talent Pools are saved candidate collections. We migrate pool memberships as tags on the Candidate record in Recruit CRM, preserving the pool name as the tag value. If Recruit CRM introduces segment functionality, we map pool-to-segment during scoping.

Eploy

Custom Property

maps to

Recruit CRM & ATS

Custom Field

lossy
Fully supported

Organisations add custom fields to Jobs, Candidates, and other objects in Eploy. We detect the full custom property schema during discovery and create corresponding custom fields in Recruit CRM before migration. For custom properties with picklist values, we replicate the picklist options in Recruit CRM's field configuration.

Eploy

Assessment

maps to

Recruit CRM & ATS

Custom Field (text or number)

1:1
Fully supported

Eploy assessment scores and results attach to Candidate records as structured data. We migrate available assessment fields as custom fields on the Candidate record. Visual or graphic scores that do not have a structured API representation are mapped to text equivalents with the original value preserved in a notes field.

Eploy

Document/Attachment

maps to

Recruit CRM & ATS

File attachment

1:1
Fully supported

Resumes, cover letters, and compliance documents attach to Candidates and Jobs in Eploy as download URLs. We enumerate all attachment URLs, download each file to temporary storage, then upload each to Recruit CRM's attachment endpoint linked to the corresponding Candidate record. Large volumes of attachments (common in compliance-heavy sectors) extend migration time and require storage headroom. We batch document migration after the primary record import completes.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Eploy logo

Eploy gotchas

High

API rate limits cap daily call volumes per tier

High

API keys are tied to individual user records

Medium

Onboarding module data may live in a separate schema

Medium

Custom workflow stages require mapping table creation

Low

Document attachments require separate download-then-upload passes

Recruit CRM & ATS logo

Recruit CRM & ATS gotchas

High

API rate limits are license-scaled and can throttle bulk migration

Medium

Custom field schemas vary per organization and require field-level mapping

Medium

Files and email attachments require separate extraction and re-upload

Low

Email sequences and automation logic do not transfer between platforms

Pair-specific challenges

  • Eploy onboarding module may return a partial schema via API

    Eploy's onboarding features (reference collection, contracts, compliance documents) live in a distinct module that may not expose all fields through the standard REST API. We query the onboarding endpoints explicitly during discovery and flag any objects that return incomplete schemas. For records that cannot be extracted automatically, we recommend manual export of the onboarding module as a CSV complement. Recruit CRM has no native onboarding module, so the customer must decide whether onboarding data is archived, exported manually, or handled via a separate process post-migration.

  • Custom workflow stages require a customer-confirmed mapping table before migration

    Eploy organisations define their own workflow stage names and ordering. There is no canonical list of stages in the API; we discover them by querying active jobs and aggregating distinct stage values. We build a mapping table during scoping that pairs each Eploy stage name with the corresponding Recruit CRM pipeline stage name. Customer confirmation is required before any candidate records are written because the stage mapping determines how application history is represented in Recruit CRM's Kanban pipeline view.

  • Eploy API keys are tied to individual user records

    Each Eploy API key inherits the permissions of the user record it is tied to. If that user is deactivated during or after migration, the API key is revoked and the migration job fails. We request a dedicated service account with read permissions across all objects before migration begins and run a pre-flight check to verify key validity before touching candidate data. If the customer's Eploy subscription tier caps daily API calls below the migration volume, we throttle our workers to stay within the limit and resume from the last checkpoint on subsequent days.

  • Document attachments require separate download-then-upload passes

    Resume and document attachments are served as download URLs via the Eploy Candidate API, not as inline blobs. We must enumerate all attachment URLs, download each file to temporary storage, then upload each to Recruit CRM's attachment endpoint. Large volumes of attachments per candidate in compliance-heavy sectors (education, healthcare, finance) extend migration time and require sufficient temporary storage. We separate document migration into a post-record phase to avoid blocking primary data migration.

  • Recruit CRM has no native offer object

    Eploy stores offers as distinct records with salary, start date, and e-signature status. Recruit CRM does not have a dedicated Offer object; offer data must be stored as custom fields on the Candidate or Job record. We agree on the target field structure with the customer during scoping and populate offer data as structured custom fields. E-signature audit trails migrate as document attachments if the API exposes the signed document URL.

Migration approach

Six steps for a successful Eploy to Recruit CRM & ATS data migration

  1. Discovery and rate-limit scoping

    We audit the source Eploy account across subscription tier, API rate limit cap (1,000 to 50,000 calls/day depending on tier), custom job fields, custom candidate properties, workflow stage names (aggregated from active jobs), onboarding module schema availability, talent pool names, and document attachment volume. We also verify that a dedicated Eploy service account with read permissions across all objects is active and its API key is valid. The discovery output is a written scope document and an honest assessment of what Eploy's API returns completely versus partially versus not at all.

  2. Data mapping and workflow stage mapping table

    We map every Eploy object to its Recruit CRM equivalent: Jobs to Jobs, Candidates to Candidates, Applications to associated fields on the Candidate-Job pair, Offers to custom fields on Candidate or Job, Talent Pools to tags, and Referrals to a referral source field. The workflow stage mapping table is built by aggregating distinct stage names from active jobs and pairing each with a Recruit CRM pipeline stage. This table requires customer confirmation before migration begins. Custom properties from Eploy are mapped to Recruit CRM custom fields, with picklist values replicated in the destination configuration.

  3. Pre-migration data clean and dedupe

    We run data quality analysis across the Eploy candidate database, flagging duplicate records, incomplete contact fields, and records with no email address that cannot be linked to an owner. We recommend cleaning duplicates before migration to avoid carrying the same dedupe problems into Recruit CRM. Candidates with no application history and no contact details in the past 24 months are archived rather than migrated unless the customer specifies otherwise. Onboarding module records that return partial schemas are flagged for manual CSV export as a parallel workstream.

  4. Recruit CRM schema provisioning

    We create all required custom fields in Recruit CRM before any data is written, including custom fields for offer data, assessment scores, referral attribution, and any Eploy custom properties without a standard Recruit CRM equivalent. If Recruit CRM's associated field IDs have not been pre-discovered, we query the /v1/jobs/{job}/custom-fields endpoint to retrieve field IDs for the candidate-job association mapping step.

  5. Migration in dependency order with rate-limit handling

    We run migration in dependency order: Jobs first (as parent records), then Candidates (with the dedupe key set), then application history (as associated fields via the /v1/candidates/associated-field endpoint with field IDs resolved), then Offers (as custom field writes), then Talent Pool memberships (as tags), then communication history. Eploy API rate limits are respected by throttling workers to stay within the subscribed tier's calls-per-day cap, with exponential backoff on 429 responses and checkpointing to resume from the last successful record. Document attachments migrate in a post-record phase after primary data is confirmed in Recruit CRM.

  6. Cutover, validation, and handoff

    We run a final delta migration of any records created or modified in Eploy during the migration window, then enable Recruit CRM as the system of record. We deliver a reconciliation report comparing record counts in Eploy against Recruit CRM, spot-checking 25-50 records for field-level accuracy. We deliver a written inventory of Eploy workflows, automations, and hiring manager portal permissions that cannot migrate as code, with Recruit CRM equivalents documented for the customer's admin to configure post-migration. We do not rebuild Eploy workflows in Recruit CRM's pipeline configuration as part of the standard migration scope.

Platform deep dives

Context on both ends of the pair

Eploy logo

Eploy

Source

Strengths

  • Founded in 1998, giving it one of the longest track records in the UK ATS market with deep sector knowledge
  • Integrates onboarding into the same platform as the ATS, creating a single system of record from hire to start date
  • Offers its own migration and implementation services, acknowledging data migration as a core part of the customer lifecycle
  • OAuth2 API with tiered daily call limits enables programmatic data extraction for migrations
  • Strong customer service reputation (4.9/5) suggests reliable support during complex migration projects

Weaknesses

  • No free tier or self-service trial, requiring a sales conversation before evaluation, which increases migration commitment risk
  • Pricing starts at £695/month flat rate, making cost predictability difficult for organisations migrating mid-contract
  • Interface described as clunky and non-intuitive by multiple reviewers, suggesting migration scoping calls must account for user retraining
  • API rate limits (max 50,000 calls/day on Tier 4) can extend migration timelines for large candidate databases
  • Reporting complexity deters organisations that need quick access to recruitment analytics, a common migration trigger
Recruit CRM & ATS logo

Recruit CRM & ATS

Destination

Strengths

  • Fully customizable pipelines, stages, and fields without requiring developer involvement
  • Combines recruitment CRM and ATS in one subscription for staffing agencies and small teams
  • Built-in email sequences and automation reduce manual outreach work
  • Chrome extension enables one-click LinkedIn profile collection directly into the CRM
  • Responsive customer support cited across multiple reviews with fast resolution times

Weaknesses

  • Several features are gated as paid add-ons rather than included in the base subscription
  • Email functionality has been reported as unreliable by multiple users
  • Interface occasionally lags during high-activity periods in large pipelines
  • Pricing is considered higher than comparable recruitment CRMs by some customers
  • Limited native reporting — users request pre-made report exports rather than manual data pulls

Complexity grading

How hard is this migration?

Standard HRMS migration. 1 of 7 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Eploy and Recruit CRM & ATS.

  • Object compatibility

    B

    1 of 7 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    7-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Eploy: 10 requests per second; daily tier caps of 1,000 / 5,000 / 10,000 / 50,000 depending on subscribed tier.

  • Data volume sensitivity

    B

    Eploy doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Eploy to Recruit CRM & ATS migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Eploy to Recruit CRM & ATS data migrations

Answers to the questions buyers ask most during Eploy to Recruit CRM & ATS migration scoping. Not seeing yours? Book a call.

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Most migrations land between three and five weeks for organisations under 10,000 active candidates, 500 jobs, and no onboarding module extraction requirement. Migrations with large talent pools, active offer records, 20+ custom workflow stages requiring extended mapping validation, or high-volume document attachments move to eight to twelve weeks. Eploy API rate limits on lower tiers can extend the extraction timeline if the daily call cap is reached before all records are exported.

Adjacent paths

Related migrations to explore

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