HRMS migration
Field-level mapping, validation, and rollback between iRecruit and Zoho Recruit. We move data and schema; workflows are rebuilt natively in Zoho Recruit.
iRecruit
Source
Zoho Recruit
Destination
Compatibility
7 of 12
objects map 1:1 between iRecruit and Zoho Recruit.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from iRecruit to Zoho Recruit is a migration from an opaque-licensed ATS with no documented API to a transparent-tiered platform with a fully documented REST API and a built-in CSV import workflow. iRecruit's data export relies entirely on its built-in Exporter tool and custom export files; there is no public API for direct programmatic extraction. We scope the customer's existing Exporter report definitions, pull the corresponding CSV exports, and load them through Zoho Recruit's module import tool using the Other ATS import path. The migration must resolve Zoho's mandatory Last Name requirement for Candidates (iRecruit may have records without a last name), map per-job knock-out questions to Zoho Custom Fields attached to the Job Opening module, and handle iConnect onboarding records as restartable checklists rather than transferable sessions. WOTC tax credit qualification fields migrate with the Candidate but require manual re-submission to the destination payroll provider within the filing window. Workflows, communication templates, and scheduled sending queues do not migrate; we deliver a written inventory for the customer's admin to rebuild in Zoho Recruit's Workflow Rules builder.
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 Zoho Recruit, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
iRecruit
Jobs / Job Postings
Zoho Recruit
Job Openings
1:1iRecruit Job records map to Zoho Recruit Job Openings. Each iRecruit Job carries its own knock-out question set and custom screening questions defined at the job level; these map to Zoho Custom Fields attached to the Job Opening module. We create the custom fields in Zoho during the schema phase before any candidate import begins. Social and job-board auto-posting settings from iRecruit do not transfer; we document the posting configuration for manual re-entry in Zoho Recruit's job board connectors.
iRecruit
Candidates / Applicants
Zoho Recruit
Candidates
1:1iRecruit Candidate records map to Zoho Recruit Candidates. The iRecruit Candidate profile (resume, application date, source, stage progression, multi-job application history) migrates as a primary Candidate record with a rich field mapping. Zoho Recruit requires Last Name as a mandatory field; we flag any iRecruit Candidate without a last name value and substitute 'Not Provided' per Zoho's import requirement before insert. Multi-job applications from a single Candidate become multiple Candidate subform entries or linked Job Openings per the customer's preferred structure.
iRecruit
Requisitions (Enterprise)
Zoho Recruit
Job Requisitions or Job Openings with approval workflow
lossyiRecruit Enterprise Advanced Requisition Request records migrate to Zoho Recruit Job Requisitions module or Job Openings marked with the approval workflow flag. The requisition approval routing state (approval chain, current stage, approval date) migrates as custom fields on the Job Opening record. Zoho Recruit's Blueprint workflow handles the approval routing post-migration; the legacy approval history is preserved as a read-only field for audit.
iRecruit
iConnect Onboarding Records
Zoho Recruit
Candidate Checklist + Custom Fields
1:1iRecruit iConnect onboarding state migrates to Zoho Recruit Candidate Checklist items and custom onboarding status fields. Active e-signature sessions, in-progress I-9 forms, and benefits enrollment workflows cannot transfer as live authenticated sessions; we preserve the completion state, document list, and field data as checklist entries. The customer sends new onboarding invite emails from Zoho Recruit on go-live day to restart the process from the preserved checkpoint. This is a manual step on the customer's side post-migration.
iRecruit
Communication Templates
Zoho Recruit
Email Templates (inventory only, not migrated as active)
lossyiRecruit mass personalized email templates (body text, subject lines, stage-triggered send rules) are inventoried with their stage association and template body copied into a migration deliverable document. Active sending queues and scheduled send-time triggers do not migrate because they depend on iRecruit's internal email sending infrastructure. The customer's admin recreates templates in Zoho Recruit's Email Templates section, optionally using the inventory as a reference copy.
iRecruit
EEO / Affirmative Action Report Data
Zoho Recruit
Candidate Custom Fields
1:1iRecruit EEO and affirmative action report data (candidate demographic fields and hiring outcome flags at the record level) migrates to Zoho Recruit Candidate custom fields. The report generation itself (the one-click EEO report output) does not migrate as a report artifact; we preserve the underlying data so the customer can build equivalent affirmative action reporting in Zoho Recruit using custom report types or Zoho Analytics.
iRecruit
WOTC Tax Credit Records
Zoho Recruit
Candidate Custom Fields
1:1iRecruit WOTC qualification records (qualification category, qualifying date, credit amount range) migrate to Zoho Recruit Candidate custom fields. We flag to the customer that the WOTC credit capture must be re-submitted to their destination payroll provider manually within the WOTC filing window (typically 28 days post-hire) because the credit capture depends on the payroll system's WOTC module, not the ATS. Failure to re-submit forfeits the credit.
iRecruit
Custom Knock-Out Questions (per Job)
Zoho Recruit
Custom Fields on Job Openings
lossyiRecruit knock-out questions are defined per job and determine automatic candidate disqualification. These map to Zoho Recruit Custom Fields on the Job Opening module with a boolean or picklist type. The disqualification logic (what happens when a candidate fails a knock-out question) does not migrate as automation; we document each knock-out question with its disqualification condition so the customer's admin can rebuild it as a Zoho Workflow Rule with a field-update action post-migration.
iRecruit
Users / Team Members
Zoho Recruit
Users
1:1iRecruit user accounts (recruiters, hiring managers, admins) map to Zoho Recruit Users with role assignments preserved as profile and role assignments in Zoho. User provisioning in Zoho is a prerequisite before any other record import because OwnerId references must be satisfied at insert time. We extract distinct owner emails from all iRecruit records and reconcile against the destination Zoho Recruit account's user list. Any owner without a matching Zoho Recruit User account goes to a reconciliation queue for manual provisioning before record migration resumes.
iRecruit
Custom Export Files / HRIS Export Schema
Zoho Recruit
Zoho Recruit CSV Export (for downstream HRIS)
1:1iRecruit's Sage HRMS and MyPayrollHR export file schema migrates as a documented export configuration for the customer's admin to re-implement in Zoho Recruit's CSV export builder. We preserve the field mapping from the legacy export so the downstream payroll or HRIS integration can be re-established with the same field names and order. Any custom export files built for other HRIS platforms are inventoried as schemas only; the actual export pipeline requires manual re-configuration in Zoho Recruit.
iRecruit
Candidate Application History
Zoho Recruit
Candidate Record with Job Application subform
1:manyiRecruit allows a single Candidate to apply to multiple Jobs with potentially different knock-out question answer sets per application. When a Candidate has applied to multiple jobs, we create a primary Candidate record in Zoho Recruit and attach multiple Job Application subform entries (one per distinct job) with the application-specific answer data stored on the subform. This preserves the per-application answer context that would otherwise be flattened in a simple field mapping.
iRecruit
iRecruit Exporter Saved Reports (report definitions)
Zoho Recruit
Zoho Recruit Module Import File Set
lossyMany iRecruit customers rely on saved Exporter report definitions to define exactly which data scope they care about preserving. We extract the customer's existing saved report definitions and use them as the scope specification for the CSV export. Each saved report definition becomes a corresponding import file in the Zoho Recruit module import, preserving the same field selection and filter criteria the customer had in iRecruit. If no saved reports exist, we build the export scope in collaboration with the customer's iRecruit admin during discovery.
| iRecruit | Zoho Recruit | Compatibility | |
|---|---|---|---|
| Jobs / Job Postings | Job Openings1:1 | Fully supported | |
| Candidates / Applicants | Candidates1:1 | Fully supported | |
| Requisitions (Enterprise) | Job Requisitions or Job Openings with approval workflowlossy | Fully supported | |
| iConnect Onboarding Records | Candidate Checklist + Custom Fields1:1 | Mapping required | |
| Communication Templates | Email Templates (inventory only, not migrated as active)lossy | Mapping required | |
| EEO / Affirmative Action Report Data | Candidate Custom Fields1:1 | Fully supported | |
| WOTC Tax Credit Records | Candidate Custom Fields1:1 | Mapping required | |
| Custom Knock-Out Questions (per Job) | Custom Fields on Job Openingslossy | Fully supported | |
| Users / Team Members | Users1:1 | Mapping required | |
| Custom Export Files / HRIS Export Schema | Zoho Recruit CSV Export (for downstream HRIS)1:1 | Fully supported | |
| Candidate Application History | Candidate Record with Job Application subform1:many | Fully supported | |
| iRecruit Exporter Saved Reports (report definitions) | Zoho Recruit Module Import File Setlossy | 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
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 export scoping
We audit the source iRecruit account in collaboration with the customer's admin. We identify existing saved Exporter report definitions (the export scope the customer relies on), review the active job count and knock-out question configuration per job, count active iConnect onboarding sessions, and extract the WOTC qualification record volume. We also audit the user list and role assignments. If no saved Exporter reports exist, we build the export scope specification from scratch with the admin. This phase produces a written migration scope document with record counts per object, a list of jobs with their knock-out question sets, and a WOTC re-enrollment checklist template.
Destination schema preparation in Zoho Recruit
We create the required custom fields in Zoho Recruit before any data import begins. This includes WOTC qualification custom fields on the Candidate module, onboarding status fields on the Candidate checklist, and per-job knock-out question custom fields on the Job Opening module for each job that has knock-out questions defined. We also configure the Candidate module layout to include all standard iRecruit fields (resume content, application date, source, stage). User accounts in Zoho Recruit must be provisioned by the customer before we proceed to record import because OwnerId references must be satisfied.
CSV export from iRecruit and data quality audit
We request data exports from iRecruit using the scoped Exporter report definitions. We audit the exported CSV files for missing mandatory Zoho fields (especially Last Name on Candidates), duplicate records, and inconsistent date formats. Any records without a last name are flagged and receive a 'Not Provided' substitution. We validate that all required Zoho Recruit fields are present in the export and document any gaps that require supplemental export requests from iRecruit. This phase runs in parallel with destination schema preparation.
iConnect onboarding state extraction and checklist preparation
We extract iConnect onboarding record state separately from the candidate export. For each active onboarding record, we capture the checklist completion percentage, the list of completed and pending documents, all form field values (I-9 sections, tax form entries, benefits selections), and the last completed step timestamp. We transform this into a Zoho Recruit Candidate Checklist file and onboarding status custom field values. We document for the customer which candidates have active sessions that require a new invite email post-migration.
Module import in dependency order via Zoho Recruit import tool
We run the import through Zoho Recruit's Setup > Data Administration > Data Migration tool using the Other ATS import path. Import order follows dependency constraints: Job Openings first (because knock-out question custom fields reference them), then Candidates (with WOTC fields populated and onboarding state preserved), then Users (validated as provisioned). Each module import emits a row-count reconciliation report and a field mapping status showing mapped, unmapped, and created fields. Any unmapped fields are resolved by creating new Zoho custom fields or adjusting the mapping before re-running the import.
Cutover, validation, and WOTC re-enrollment handoff
We freeze iRecruit writes during the cutover window, run a final delta export for any records modified during the migration, and complete the Zoho Recruit import. We validate record counts across all modules against the source totals and spot-check 25-50 candidate records for field-level accuracy. We deliver the migration handoff package including the WOTC re-enrollment checklist (with qualifying hire dates and amounts for each WOTC-eligible candidate), the knock-out question inventory with recommended Zoho Workflow Rule equivalents, and the communication template inventory for manual rebuild in Zoho Recruit. We support a one-week post-go-live window for reconciliation issues raised by the recruiting team.
Platform deep dives
iRecruit
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 iRecruit 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
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
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