HRMS migration
Field-level mapping, validation, and rollback between iRecruit and BambooHR. We move data and schema; workflows are rebuilt natively in BambooHR.
iRecruit
Source
BambooHR
Destination
Compatibility
8 of 10
objects map 1:1 between iRecruit and BambooHR.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from iRecruit to BambooHR is an ATS-to-HRIS migration: iRecruit is a purpose-built applicant tracking system with paperless onboarding, while BambooHR is a unified HRIS that bundles ATS, onboarding, employee records, time-off tracking, and optional payroll in one platform. The primary migration challenge is that iRecruit has no documented public API, so all data extraction relies on the built-in Exporter tool and custom export files. We work from any existing saved report definitions the customer has, or build the export scope in collaboration with the iRecruit admin during discovery. iConnect onboarding sessions cannot transfer as live workflows; we preserve the checklist state and completed documents so BambooHR restarts onboarding from the correct stage. WOTC tax credit records migrate in full but require manual re-enrollment with the customer's payroll provider post-migration to capture the credit within the 28-day filing window. BambooHR's ATS job-opening limits vary by plan tier (5 on Core, 25 on Pro, 50 on Elite), so we audit the customer's active and historical job volume against the selected plan before migration begins. Workflows, communication templates, and custom export pipelines do not migrate as code; we deliver a written inventory for the customer's admin to rebuild in BambooHR.
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 iRecruit object lands in BambooHR, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
iRecruit
Job / Job Posting
BambooHR
Job Opening
1:1iRecruit Jobs map to BambooHR Job Openings. Each iRecruit job supports configurable knock-out questions and internal/external visibility flags. Knock-out questions are defined per job in iRecruit and are stored as field-level configurations on the Job record, not as global field definitions. We capture each knock-out question's field name, operator, and threshold value so the customer's BambooHR admin can configure equivalent screening logic using BambooHR's custom application questions. Social and job-board auto-posting settings (Indeed, SimplyHired, Monster, Jobs.com) do not transfer; these must be reconfigured as BambooHR job board distribution settings post-migration.
iRecruit
Candidate / Applicant
BambooHR
Application
1:1iRecruit Candidate records map to BambooHR Applications attached to a Job Opening. Each candidate profile includes resume, application date, source, and stage progression. Candidates who applied to multiple jobs carry different answer sets for the same field name depending on the requisition they applied to. We flag this dual-answer scenario during scoping and ask the customer to confirm which job context takes priority for the destination pipeline. Resume files migrate as attachments to the BambooHR Application record.
iRecruit
Requisition / Advanced Requisition Request
BambooHR
Job Opening (with approval workflow notes)
1:1iRecruit Enterprise requisitions store approval routing as a workflow state on the record, including the secure link and email approval chain. BambooHR does not have a native requisition approval object separate from its job-opening workflow. We migrate requisition metadata (title, department, location, headcount, hiring manager, approval chain participants) as custom fields on the corresponding BambooHR Job Opening and document the approval structure in a handoff checklist for the customer's admin to rebuild using BambooHR's Workflows module.
iRecruit
iConnect Onboarding Record
BambooHR
BambooHR Onboarding Checklist
lossyiConnect onboarding records include active e-signature sessions, in-progress I-9 forms, and benefits enrollment workflows tied to a candidate after offer acceptance. These sessions are authenticated against iRecruit's infrastructure and cannot be migrated as live sessions. We preserve the onboarding checklist state, completed documents, and all form field data so BambooHR can restart onboarding from the correct stage. The customer must re-send onboarding invite emails from BambooHR on day one of go-live. Completed I-9 data, tax form entries, and benefits election records migrate as completed form data attached to the BambooHR employee file.
iRecruit
User / Team Member
BambooHR
BambooHR Employee
1:1iRecruit User accounts (recruiters, hiring managers, admins) with role assignments map to BambooHR Employee records with the appropriate system access role. Session-based permissions and active login sessions do not transfer. We resolve each iRecruit user by email against the BambooHR employee directory, mapping role assignments (recruiter, hiring manager, admin) to BambooHR's permission groups. Any iRecruit user without a matching BambooHR employee goes to a reconciliation queue for the admin to provision before record import.
iRecruit
WOTC Tax Credit Record
BambooHR
Custom Employee Fields
lossyWOTC qualification flags and category assignments are stored per candidate in iRecruit. We migrate the WOTC category, qualification date, and credit amount range as custom fields on the corresponding BambooHR Employee record. BambooHR has no native WOTC module. The actual credit capture depends on the destination payroll or HRIS system actively processing WOTC, so the customer must manually re-submit qualifying hires to their payroll provider's WOTC program post-migration. Failure to do so within the 28-day WOTC filing window forfeits the credit.
iRecruit
Communication Template
BambooHR
Email Templates (BambooHR ATS)
1:1iRecruit stores mass personalised email templates tied to specific candidate stages. Template body text and subject lines migrate as BambooHR ATS Email Templates. Active sending queues, scheduled send-time triggers, and stage-triggered automation do not transfer. We deliver a written inventory of each migrated template with its trigger conditions and recommended BambooHR equivalent (stage-based template assignment or workflow-based email action) for the admin to configure post-migration.
iRecruit
EEO / Affirmative Action Report
BambooHR
Custom Reports
1:1iRecruit Enterprise EEO and affirmative action reporting derives from candidate demographic fields and hiring outcomes. The generated report data migrates as a BambooHR custom report definition that the customer's HR admin can rerun in BambooHR from the underlying candidate and employee demographic fields. BambooHR's Compliance Intelligence module (Elite plan) provides ongoing compliance tracking; we document which BambooHR fields cover the same EEO reporting dimensions so the admin can map the report structure accurately.
iRecruit
Custom Export File / HRIS Integration Schema
BambooHR
BambooHR API Fields
1:1iRecruit exports to Sage HRMS and MyPayrollHR via a custom export file format. Customers on other HRIS platforms have built bespoke export pipelines. We migrate the data schema and field mappings from the customer's custom export definitions to BambooHR's equivalent standard and custom fields, documenting any fields with no BambooHR equivalent in a gap report. The customer rebuilds the actual integration pipeline using BambooHR's API or an integration layer such as BambooHR's native connectors or Zapier.
iRecruit
Candidate Source Tracking
BambooHR
Application Source Field
1:1iRecruit tracks candidate source per application (Indeed, SimplyHired, Monster, Jobs.com, direct, referral, social). This source attribution migrates to the source field on the BambooHR Application record. Job-board auto-posting settings do not transfer but the historical source data preserves as application metadata.
| iRecruit | BambooHR | Compatibility | |
|---|---|---|---|
| Job / Job Posting | Job Opening1:1 | Fully supported | |
| Candidate / Applicant | Application1:1 | Fully supported | |
| Requisition / Advanced Requisition Request | Job Opening (with approval workflow notes)1:1 | Fully supported | |
| iConnect Onboarding Record | BambooHR Onboarding Checklistlossy | Fully supported | |
| User / Team Member | BambooHR Employee1:1 | Fully supported | |
| WOTC Tax Credit Record | Custom Employee Fieldslossy | Mapping required | |
| Communication Template | Email Templates (BambooHR ATS)1:1 | Fully supported | |
| EEO / Affirmative Action Report | Custom Reports1:1 | Fully supported | |
| Custom Export File / HRIS Integration Schema | BambooHR API Fields1:1 | Fully supported | |
| Candidate Source Tracking | Application Source 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.
iRecruit gotchas
No documented public API for programmatic migration
Active iConnect onboarding sessions are not transferable
Knock-out questions and custom job questions vary per requisition
WOTC qualification records require HRIS re-enrollment
BambooHR gotchas
Undocumented API rate limits can trigger 503 errors
Per-employee pricing model requires active record count verification
API credentials must be sent on every request to avoid extra round trips
Custom field schema varies per account and requires manual inventory
Document and attachment exports are not covered by standard report exports
Pair-specific challenges
Migration approach
Discovery and iRecruit Exporter scope definition
We audit the customer's iRecruit account: existing saved Exporter report definitions, active job postings, candidate record volume, requisition count, iConnect onboarding archive size, WOTC qualification records, user count, and role assignments. If no saved Exporter reports exist, we work with the customer's iRecruit admin to define the export scope from scratch during a one-to-two-day discovery session. We also audit the BambooHR target account for existing employee records, ATS openings, and selected plan tier against the customer's job posting volume.
BambooHR ATS plan validation and schema preparation
We validate that the selected BambooHR plan tier (Core 5, Pro 25, or Elite 50 active job openings) accommodates the customer's active and recently closed job postings. If the plan tier is undersized, we surface the gap and recommend a plan upgrade before migration begins. We then prepare the BambooHR schema: custom employee fields for WOTC data, custom application questions per job opening matching the iRecruit knock-out question structure, and BambooHR employee records for each iRecruit user who will become a BambooHR employee with recruiter or hiring manager access.
iRecruit data extraction and transformation
We extract data from iRecruit using the built-in Exporter tool based on the scoped report definitions. Each export run yields a CSV or available file format that we parse and validate against the mapping spec. For iConnect onboarding records, we extract checklist state, completed form field data, and document references. For WOTC records, we extract category, qualification date, and credit range per candidate. For EEO data, we extract the demographic and hiring-outcome fields that underpin the affirmative action reporting. All extracted data is staged in a transformation environment with a row-count reconciliation report before the load phase begins.
Sandbox migration and reconciliation
We run a full migration into the customer's BambooHR Sandbox environment using production-like data volume. The customer's HR lead reconciles record counts (Job Openings in, Applications in, Onboarding checklists in, WOTC fields in), spot-checks 20-30 random candidate records against the iRecruit source, and verifies that knock-out question answers are correctly associated with the right job context. Any mapping corrections happen in Sandbox before production migration begins. We specifically validate that BambooHR's field-type restrictions (no Information fields, Section headers, or Multiple Selection List fields via API) do not silently drop any mapped data.
Production migration in dependency order
We run production migration in record-dependency order: BambooHR Employee records first (resolving iRecruit users by email), Job Openings next, Applications with source attribution and knock-out question answers per job context, iConnect onboarding state and completed document data attached to employee files, WOTC custom fields on employee records, and EEO demographic fields for reporting continuity. Each phase emits a row-count reconciliation report before the next phase begins. Active iConnect onboarding sessions are not re-created as live sessions; the customer re-sends invites from BambooHR on go-live day.
Cutover, WOTC handoff, and template inventory delivery
We freeze iRecruit writes during cutover, run a final delta migration of any records modified during the migration window, then enable BambooHR as the system of record. We deliver a written inventory of all iRecruit communication templates with their trigger conditions and recommended BambooHR equivalent configuration. We provide a WOTC re-enrollment checklist identifying each qualifying hire and the 28-day filing window deadline. We do not rebuild iRecruit workflows, approval chains, or custom export pipelines inside the migration scope; these are separate configuration tasks documented for the customer's admin team.
Platform deep dives
iRecruit
Source
Strengths
Weaknesses
BambooHR
Destination
Strengths
Weaknesses
Complexity grading
Standard HRMS migration. All 7 core objects map 1:1 between iRecruit and BambooHR.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across iRecruit and BambooHR.
Object compatibility
All 7 core objects map 1:1 between iRecruit and BambooHR.
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
iRecruit: Not publicly documented.
Data volume sensitivity
iRecruit 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
Pick a category, then your source and destination platforms.
Category
FAQ
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