Migrate from Homerun to Zoho Recruit

Homerun Candidate records map to Zoho Recruit Candidates. The primary challenge is Zoho Recruit's mandatory Last Name requirement: any Homerun candidate record without a last name value is flagged during scoping and must be populated with 'not provided' or equivalent before import, or the record is skipped. We preserve the full application timeline, source attribution, pipeline stage, and any rating scores. Custom properties on Candidate migrate to Zoho Recruit custom fields (50 per module on Standard, 300 on Enterprise) created before import.

Homerun Job Openings map directly to Zoho Recruit Job Openings. We map job title, description, department, location, and the pipeline stage configuration. Active job slot limits differ by tier in Zoho Recruit (1 on Free, 10 per recruiter on Standard, 20 per recruiter on Enterprise for Corporate HR; 1/100/250/750 for agency tiers). If the source account has more concurrent active jobs than the destination tier allows, we flag the excess during scoping and the customer either upgrades or archives resolved openings before migration.

Homerun pipeline stage names and ordering map to Zoho Recruit's candidate pipeline stage values. We create the stage configuration in Zoho Recruit before candidate import, preserving the stage sequence and any stage-specific actions. If Homerun has more stages than the destination pipeline supports, we consolidate minor stages and document the mapping in the reconciliation report.

Homerun Employee records (available only on accounts with the 2025 HR module active) map to Zoho Recruit's Employee module under Corporate HR. We map name, email, role, department, employment status, start date, and manager relationship. If the source account predates the HR module rollout, we scope the migration based on module configuration at migration time, not retrospectively, to avoid attempting to import records that were never created.

Homerun Time Off balances and request history map to Zoho Recruit's Time Off module. Current-state balances migrate with effective dates and accrual rates. Historical accrual patterns are mapped as Time Off records with the accrual type and balance snapshot, as the destination system's accrual engine recalculates forward balances post-migration. Approval history migrates as read-only records.

Employee documents stored in Homerun HR are exported as file metadata with content URLs and binary content. We handle large files through chunked retrieval. In Zoho Recruit, documents attach to the corresponding Employee or Candidate record via the Document Library. File versioning and folder sharing settings require manual reconfiguration post-import as Zoho Recruit's document model differs from Homerun's document storage structure.

Homerun team member accounts map to Zoho Recruit Users by email. Role assignments and ownership relationships are preserved. A Zoho Recruit constraint: users who already have a separate individual Zoho Recruit account cannot be imported into a company's Zoho Recruit org; they must close the separate account first. We test API access for all object types during scoping and flag any 403 responses indicating tier restrictions or account conflicts.

Homerun evaluation scorecards and their rating values map to Zoho Recruit Interview Feedback Forms. Scorecard answer values are normalized to the destination's rating schema, with evaluator comments preserved in free-text fields. Rating normalization may reduce granularity if the source uses a scale that exceeds the destination's standard rating fields; we document any precision loss in the mapping specification.

Homerun offer letters with compensation details, start dates, and conditional terms map to Zoho Recruit's Offer Letter functionality. We extract the offer content, compensation structure, and conditional clauses, mapping them into Zoho Recruit's offer template fields. Offer letter templates in Zoho Recruit (50 on Standard, 100 on Enterprise) are created as custom templates post-migration; the migrated offers themselves carry the historical data.

Homerun's full candidate application timeline (all stage transitions, notes, communications, and scorecards attached to a candidate) is reconstructed in Zoho Recruit as a chronological timeline of activities, notes, and interview records. Stage transitions map to Tasks or Events with a description field capturing the stage name and timestamp. This ensures the hiring team's historical context is intact in the destination.

Homerun custom fields on any object are enumerated during scoping with their field IDs, data types, and picklist values. We create equivalent custom fields in Zoho Recruit before importing the parent object, matching data types (text, number, date, picklist, checkbox, etc.). Picklist values require explicit mapping if the source and destination picklists diverge. The 50 custom fields per module on Standard and 300 on Enterprise determine the maximum field count per object.

Homerun engagement records (calls, emails, meetings, tasks, notes) associated with Candidates or Job Openings map to Zoho Recruit's Tasks, Events, and Notes. Call engagements become Tasks with TaskSubtype=Call and duration preserved. Meeting engagements become Events with start time, end time, and attendee list. Notes map to Zoho Recruit Notes with the body and timestamp. Email content attaches to the Candidate or Job Opening record. We sequence engagements after their parent record (Candidate or Job Opening) is present in the destination to avoid orphaned entries.