HRMS migration
Field-level mapping, validation, and rollback between isolved and Recruit CRM & ATS. We move data and schema; workflows are rebuilt natively in Recruit CRM & ATS.
isolved
Source
Recruit CRM & ATS
Destination
Compatibility
7 of 10
objects map 1:1 between isolved and Recruit CRM & ATS.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from isolved to Recruit CRM is a scoped migration from one platform category to another: isolved is a consolidated HCM suite (payroll, HR, benefits, and talent acquisition) while Recruit CRM is a purpose-built ATS and recruitment CRM for staffing and agency workflows. Only the talent acquisition layer — Candidates, Job Openings, Companies (as Clients), and engagement history — maps to Recruit CRM's data model. Core HR records, payroll history, benefit enrollments, and time-off balances have no equivalent in Recruit CRM and are excluded from scope. We export isolved talent acquisition data via the platform's batch file format, apply a field-level mapping matrix against Recruit CRM's documented import fields, and load through Recruit CRM's CSV/XLS import API. Automations, sequences, and custom workflows in isolved ApplicantPro do not migrate as code; we deliver a written inventory for the customer's admin to rebuild in Recruit CRM.
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 isolved 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.
isolved
Candidate / Applicant
Recruit CRM & ATS
Candidate
1:1isolved ApplicantPro candidate records map directly to Recruit CRM Candidate records. Core fields (name, email, phone, resume) migrate via CSV import with field mapping from ApplicantPro export columns to Recruit CRM's documented import fields. We extract resume files as attachments and associate them with the Candidate record. Any custom candidate properties in ApplicantPro (source channel, referral tag, rating) map to Recruit CRM custom fields or tags. Employment history and education nested within ApplicantPro migrate as structured line items on the Candidate profile.
isolved
Job Opening / Requisition
Recruit CRM & ATS
Job Opening
1:1isolved job postings and requisitions map to Recruit CRM Job Openings. The Job Title, Job Description, and Employment Type fields migrate directly. We map the isolved job status (Open, Closed, On Hold, Draft) to Recruit CRM's Job Opening status field. Department and Work Location from isolved map to Recruit CRM's Department and Location fields. Salary range fields from isolved (if populated) map to the salary custom fields in Recruit CRM.
isolved
Applicant Pool / Candidate Pool
Recruit CRM & ATS
Candidate (with List or Tag)
lossyisolved allows candidates to be associated with multiple job requisitions. Recruit CRM associates candidates with Job Openings through an application record. We preserve the many-to-many relationship by creating an Application record in Recruit CRM for each isolved candidate-to-job association. Candidate pools or talent communities in isolved migrate to Recruit CRM Lists or Tags, which the customer chooses during scoping.
isolved
Company / Client (if applicable)
Recruit CRM & ATS
Company
1:1If isolved stores client or company data related to recruiting placements (particularly for staffing agencies that use isolved for both HR and client tracking), those records map to Recruit CRM Company. The Company Name, Address, and Industry fields migrate directly. We map any contact person records in isolved to Recruit CRM Contacts linked to the Company.
isolved
Employee (previous applicant)
Recruit CRM & ATS
Candidate
1:1Organizations that used isolved ApplicantPro to track both external candidates and internal employees who applied for roles need to decide whether historical employee-applicants migrate as Candidates. We flag this record type during scoping. If the customer chooses to migrate, we map the Employee record's contact information and application history to a Candidate profile in Recruit CRM, excluding payroll and HR fields that do not belong in the ATS.
isolved
Engagement / Communication History
Recruit CRM & ATS
Activity / Note
1:1Candidate communication logs, interview notes, and engagement history in isolved ApplicantPro migrate to Recruit CRM's Activity and Note records linked to the Candidate. Email threads, interview scheduling records, and interview feedback migrate as structured activity entries with timestamps preserved. We map the engagement type (email, call, interview, note) to the corresponding Recruit CRM activity type. Activity ordering is preserved by setting the activity date to the original isolved timestamp.
isolved
Document / Attachment
Recruit CRM & ATS
Document / Attachment
1:1Resume files, cover letters, offer letters, and supporting attachments stored in isolved ApplicantPro migrate as document attachments on the corresponding Candidate record in Recruit CRM. We export document blobs with metadata (file name, upload date, file type) and import via Recruit CRM's document attachment interface. Large document volumes may require chunking to stay within import limits.
isolved
Employer-Defined Picklists (Job Codes, Work Locations, Pay Types)
Recruit CRM & ATS
Custom Fields or Configuration
lossyisolved stores employer-defined classification codes (Job Codes, Work Locations, Pay Types) as picklists that apply across the HCM suite. Recruit CRM uses agency-level custom fields instead. We extract the full picklist table from isolved and produce a mapping matrix that links each isolved picklist value to either a Recruit CRM custom field value or a tag. The customer's admin selects the target strategy during scoping.
isolved
Workflow / Automation (ApplicantPro)
Recruit CRM & ATS
Workflow / Automation (Recruit CRM)
lossyisolved ApplicantPro workflows (candidate routing, status change triggers, notification rules) do not migrate as executable code to Recruit CRM because the automation models differ. We deliver a written inventory of every active ApplicantPro workflow with its trigger, conditions, actions, and recommended Recruit CRM equivalent. The customer's admin rebuilds these in Recruit CRM's automation builder post-migration.
isolved
Payroll History, Benefit Enrollments, Time-Off Balances
Recruit CRM & ATS
Not Applicable
1:1These isolved HCM core objects have no equivalent in Recruit CRM's ATS/CRM data model. Payroll registers, tax withholdings, benefit elections, and time-off accruals are outside Recruit CRM's object schema and are excluded from migration scope. If the customer also migrates to a separate HRMS or payroll platform (Workday, Rippling, Paylocity), those objects migrate in a parallel engagement under the appropriate HRMS category. We flag the exclusion explicitly during scoping so there is no ambiguity about what does and does not move.
| isolved | Recruit CRM & ATS | Compatibility | |
|---|---|---|---|
| Candidate / Applicant | Candidate1:1 | Fully supported | |
| Job Opening / Requisition | Job Opening1:1 | Fully supported | |
| Applicant Pool / Candidate Pool | Candidate (with List or Tag)lossy | Fully supported | |
| Company / Client (if applicable) | Company1:1 | Fully supported | |
| Employee (previous applicant) | Candidate1:1 | Fully supported | |
| Engagement / Communication History | Activity / Note1:1 | Fully supported | |
| Document / Attachment | Document / Attachment1:1 | Fully supported | |
| Employer-Defined Picklists (Job Codes, Work Locations, Pay Types) | Custom Fields or Configurationlossy | Fully supported | |
| Workflow / Automation (ApplicantPro) | Workflow / Automation (Recruit CRM)lossy | Fully supported | |
| Payroll History, Benefit Enrollments, Time-Off Balances | Not Applicable1:1 | 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.
isolved gotchas
PEPM billing model inflates post-migration costs silently
Payroll tax and deduction history requires SSAE-18 audit trail handling
Proprietary API with no publicly documented endpoint reference
Custom defined lists (Job Codes, Work Locations, Pay Types) must be exported and remapped
Implementation fee of 10–25% of annual contract plus contract lock-in
Recruit CRM & ATS gotchas
API rate limits are license-scaled and can throttle bulk migration
Custom field schemas vary per organization and require field-level mapping
Files and email attachments require separate extraction and re-upload
Email sequences and automation logic do not transfer between platforms
Pair-specific challenges
Migration approach
Discovery and scope definition
We audit the isolved ApplicantPro module for candidate volume, job opening count, active applications, engagement history, document attachment count, and custom field schemas. We cross-reference this against Recruit CRM's documented import field list and identify any Recruit CRM objects that will receive data (Candidates, Job Openings, Companies, Contacts, Activities, Documents). We produce a written scope document that explicitly lists what migrates and what does not (payroll, benefits, core HR records), with a data quality report flagging any isolved records that will require deduplication or cleanup before export.
Export and field mapping matrix
We export candidate and job data from isolved ApplicantPro in the platform's batch file format. We produce a field mapping matrix that aligns each isolved export column to the corresponding Recruit CRM import field, including custom fields. Employer-defined picklist values are extracted as a separate table for remapping. Resume files and attachments are exported as a separate document batch with filename-to-candidate linkage preserved. The mapping matrix is reviewed and approved by the customer's recruitment lead before any import begins.
Picklist remapping and Recruit CRM configuration
We apply the employer-defined picklist remapping. Isolated Job Codes, Work Locations, and Pay Types from isolved are mapped to either Recruit CRM custom fields (if the customer has configured them) or to Recruit CRM tags. The customer reviews and approves the remapping before candidate records are loaded. Recruit CRM's custom fields are configured in this step if the customer has not already set them up.
Test import and reconciliation
We run a test migration into a Recruit CRM staging environment using a representative sample of records (typically 10% of candidate volume or a minimum of 500 records). The customer's recruitment lead spot-checks 25-50 candidate profiles and job openings against the isolved source data. We verify that candidate-to-job associations are preserved, that attachments load correctly, and that engagement history appears in the activity timeline. Mapping corrections identified in testing are applied before the production migration.
Production migration in dependency order
We run the production migration in record-dependency order: Job Openings first (so that they exist when candidate applications are created), then Companies and Contacts, then Candidates with application records linking to Job Openings, then Activities and Notes linked to Candidates, then Documents and attachments. Each phase emits a row-count reconciliation report. We coordinate a data freeze window with the customer's recruitment team so that no new isolved activity occurs during the final delta export.
Cutover, validation, and workflow inventory handoff
We enable Recruit CRM as the active ATS after the final delta import. We deliver a candidate count validation report comparing isolved export totals to Recruit CRM import totals and document any records that could not be imported with their failure reason. We deliver the workflow inventory document listing every active ApplicantPro workflow with its trigger, conditions, and Recruit CRM rebuild recommendation. We support a 72-hour hypercare window for reconciliation issues raised by the recruiting team. Post-migration admin support and workflow rebuild are outside standard scope and can be scoped as a separate engagement.
Platform deep dives
isolved
Source
Strengths
Weaknesses
Recruit CRM & ATS
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 isolved and Recruit CRM & ATS.
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
isolved: Not publicly documented.
Data volume sensitivity
isolved exposes a bulk API — large-volume migrations stream efficiently.
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
Answers to the questions buyers ask most during isolved to Recruit CRM & ATS migration scoping. Not seeing yours? Book a call.
Walk through your isolved to Recruit CRM & ATS migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave isolved
Other ways to arrive at Recruit CRM & ATS
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.