Migrate from Greenhouse to Zoho Recruit

Greenhouse Candidate records map to Zoho Recruit Candidate module. We preserve all standard fields (first_name, last_name, email, phone, social URLs, tags) and Greenhouse custom field values across value types including single_select, multi_select, currency, date, yes_no, and user reference. Email serves as the dedupe key during import. Candidates with no email are assigned a generated placeholder and flagged in the reconciliation report for manual review.

Greenhouse Application records (which link a Candidate to a Job with stage, status, and timestamps) split into Zoho Recruit's Candidate record plus a Job Application association. Application date, rejection or hire status, current stage, and stage history timestamps map to Zoho Recruit's candidate record fields and activity log. The Candidate-Job linkage is preserved via Zoho Recruit's candidate_job_interview table. Rejection reasons migrate as a text field on the candidate record.

Greenhouse Job records (requisition-level) map to Zoho Recruit Job module. We preserve job title, department, office location, open/closed status, opening date, and job description. Greenhouse departments map to Zoho Recruit's Department field; tiered office hierarchies (Plus/Pro feature) collapse to the top-level office unless Zoho Recruit's organizational structure supports a comparable hierarchy. Job posting URLs migrate as reference links rather than active posting records.

Greenhouse Offers (compensation packages attached to an Application) map to Zoho Recruit Offer. We preserve start date, salary, equity, and custom offer fields. Offer status (pending, accepted, declined, retracted) migrates to Zoho Recruit's Offer Status field. Offer letter documents migrate as attachments linked to the Offer record.

Greenhouse scorecards (structured evaluator feedback tied to Interview Plans) map to Zoho Recruit Evaluation Forms. Each Greenhouse Interview Plan becomes a Zoho Recruit evaluation template with rating questions migrated as criteria fields. Selected ratings and structured feedback map to Zoho Recruit's rating values; free-text comments migrate as text fields. Greenhouse scorecard ratings are numeric or structured labels; we map them to Zoho Recruit's 1-5 or custom rating scale. Scorecards tied to multiple evaluators become multiple Zoho Recruit evaluation submissions linked to the same candidate-job pairing.

Greenhouse pipeline stages define the hiring workflow. We preserve stage names, order, and stage-specific questions. Custom stage names map directly to Zoho Recruit's pipeline stage field within the Job module. Stage order is preserved via the sort order property. Stage-specific scorecard questions are handled in the Evaluation Form mapping.

Greenhouse Users (recruiters, hiring managers, site admins) map to Zoho Recruit Staff records. We map name, email, and role assignment. Greenhouse's role types (Site Admin, Recruiter, Hiring Manager) map to Zoho Recruit's permission groups. Owner assignment on Candidate, Application, and Job records is remapped to Staff IDs in the destination via email-based lookup.

Greenhouse custom fields across all supported value types (short_text, long_text, yes_no, single_select, multi_select, currency, number, date, url, user_reference) map to Zoho Recruit custom fields of equivalent type. We pre-create the destination custom fields in Zoho Recruit before migration begins. Multi-select values in Greenhouse map to Zoho Recruit multi-select picklists or tag fields depending on the customer's Zoho Recruit configuration. User reference fields resolve via the Staff mapping to maintain the reference integrity.

Greenhouse offices and departments (flat on Core, hierarchical on Plus/Pro) map to Zoho Recruit Department. We preserve flat structure universally; hierarchical structures require Plus or Pro in Greenhouse and may require manual Zoho Recruit org structure configuration if the destination supports department nesting. We flag any multi-level hierarchy for the customer's admin to configure post-migration.

Greenhouse tags on Candidates and Applications migrate as tags in Zoho Recruit. Greenhouse allows unlimited tags per record; we preserve them as-is and map them to Zoho Recruit's tag field on the Candidate module. Tagsets in Greenhouse map as tag categories if Zoho Recruit's tagging model supports categorization.

Greenhouse Plus and Pro CRM events (calls, emails, meetings, notes) map to Zoho Recruit Activity records linked to the Candidate or Job. Core tier customers with single CRM event type map all activities to Zoho Recruit's general Activity log. Note content migrates as Zoho Recruit notes attached to the Candidate record. Meeting and call metadata (duration, attendee list) migrates to custom Activity fields.

Resumes, cover letters, and portfolio files attached to Greenhouse Candidates or Applications migrate as Zoho Recruit attachments linked to the Candidate record. We handle file type detection and preserve the original filename. Binary blobs are uploaded via Zoho Recruit's file upload API and linked via the attachment reference ID.

Greenhouse candidate source attribution (referral, job board, direct apply) migrates to Zoho Recruit's Source field on the Candidate. Sourcing campaign UTM data stored in Greenhouse custom fields migrates to corresponding Zoho Recruit custom fields to preserve attribution reporting.