HRMS migration

Migrate from isolved to Recruit CRM & ATS

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 logo

isolved

Source

Recruit CRM & ATS

Destination

Recruit CRM & ATS logo

Compatibility

70%

7 of 10

objects map 1:1 between isolved and Recruit CRM & ATS.

Complexity

BStandard

Timeline

3-5 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

isolved logo

isolved

What's pushing teams away

  • Navigation is confusing and not always intuitive — users report difficulty locating specific features, reports, and configuration settings across the platform, slowing daily HR tasks.
  • Reporting and analytics feel limited compared to enterprise HCM platforms, with reviewers noting shallow custom report builder and absence of side-by-side benefit comparison tools.
  • Hidden fees and price increases erode perceived value — multiple reviewers cite unexpected billing changes, restrictive multi-year contracts, and migration fees not disclosed upfront.
  • Partner ecosystem creates inconsistent experience — customers of different PEO or HRO partners report varying levels of service quality and support responsiveness depending on which firm manages their account.
  • Talent acquisition module (ApplicantPro) feels basic against competitors, with users noting inadequate keyword search, limited analytics, and a bare-bones interface that lacks the sophistication of dedicated ATS platforms.

Choosing

Recruit CRM & ATS logo

Recruit CRM & ATS

What's pulling them in

  • Agencies choose Recruit CRM for its full customizability — pipelines, stages, and fields can be tailored to any recruitment workflow without developer involvement.
  • Small teams value the built-in CRM and ATS combined in one subscription, eliminating the need to purchase and sync separate systems.
  • The Chrome extension for one-click LinkedIn profile collection streamlines candidate sourcing and reduces manual data entry for recruiters.
  • Responsive customer support with fast issue resolution is consistently cited as a reason teams stick with the platform long-term.
  • Automation options including email sequences and workflow triggers allow recruitment agencies to reduce repetitive manual outreach tasks.

Object mapping

How isolved objects map to Recruit CRM & ATS

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

maps to

Recruit CRM & ATS

Candidate

1:1
Fully supported

isolved 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

maps to

Recruit CRM & ATS

Job Opening

1:1
Fully supported

isolved 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

maps to

Recruit CRM & ATS

Candidate (with List or Tag)

lossy
Fully supported

isolved 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)

maps to

Recruit CRM & ATS

Company

1:1
Fully supported

If 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)

maps to

Recruit CRM & ATS

Candidate

1:1
Fully supported

Organizations 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

maps to

Recruit CRM & ATS

Activity / Note

1:1
Fully supported

Candidate 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

maps to

Recruit CRM & ATS

Document / Attachment

1:1
Fully supported

Resume 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)

maps to

Recruit CRM & ATS

Custom Fields or Configuration

lossy
Fully supported

isolved 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)

maps to

Recruit CRM & ATS

Workflow / Automation (Recruit CRM)

lossy
Fully supported

isolved 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

maps to

Recruit CRM & ATS

Not Applicable

1:1
Fully supported

These 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.

Gotchas + challenges

What specifically takes care here

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 logo

isolved gotchas

High

PEPM billing model inflates post-migration costs silently

High

Payroll tax and deduction history requires SSAE-18 audit trail handling

High

Proprietary API with no publicly documented endpoint reference

High

Custom defined lists (Job Codes, Work Locations, Pay Types) must be exported and remapped

Medium

Implementation fee of 10–25% of annual contract plus contract lock-in

Recruit CRM & ATS logo

Recruit CRM & ATS gotchas

High

API rate limits are license-scaled and can throttle bulk migration

Medium

Custom field schemas vary per organization and require field-level mapping

Medium

Files and email attachments require separate extraction and re-upload

Low

Email sequences and automation logic do not transfer between platforms

Pair-specific challenges

  • Core HCM objects have no destination in Recruit CRM

    isolved is a full HCM suite; Recruit CRM is an ATS and recruitment CRM. Employee records, payroll history, benefit enrollments, time-off balances, direct deposit accounts, and tax withholding data do not map to any object in Recruit CRM. We flag these as out-of-scope explicitly in the scoping document before migration begins. If the customer needs these records migrated, they require a parallel engagement with a destination HRMS. Skipping this step creates false expectations that all isolved data will appear in Recruit CRM.

  • No public API requires batch file export with manual field mapping

    isolved does not publish a REST API endpoint reference for talent acquisition data. Integrations are brokered through partner platforms and the ApplicantPro export is spreadsheet-based. We extract candidate and job data via isolved's batch file format and apply a field mapping matrix before loading into Recruit CRM's CSV/XLS import interface. This adds a manual mapping step that is not required when both platforms have documented APIs, and it means we cannot automate delta syncs from isolved after the initial export.

  • Employer-defined picklists require manual remapping

    isolved Job Codes, Work Locations, Pay Types, and Workers Comp Codes are employer-defined picklists with no standard catalog. Recruit CRM uses agency-level custom fields and tags that the customer's team configures. We export the full isolved picklist table and produce a mapping matrix before any candidate record import, but the picklist values themselves must be manually remapped by the customer's admin or by our team in a configuration pass. Null or mismatched classification codes on candidate records are a common post-import finding if this step is skipped.

  • Parallel run requires data freeze on one system

    Recruitment teams often continue receiving candidates and placing new applications during the migration window. The Access Group CRM migration guide and Reddit practitioner discussions recommend a parallel run where the team uses both systems simultaneously during the transition period. We coordinate a data freeze window on isolved during the final delta export and apply the same freeze on Recruit CRM during the reconciliation pass so that no candidate activity is lost on either side.

  • Limited native integrations in Recruit CRM may require Zapier workarounds

    Recruit CRM integrates natively with LinkedIn, Zapier, Logic Melon, some email apps, and Google and Outlook calendars. Background check integrations, HRIS syncs, and payroll feeds that may have been connected to isolved require Zapier or a custom API integration in Recruit CRM. We document every active isolved integration during discovery and produce a connectivity map showing which integrations transfer natively, which require Zapier, and which have no current equivalent in Recruit CRM.

Migration approach

Six steps for a successful isolved to Recruit CRM & ATS data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

isolved logo

isolved

Source

Strengths

  • Full HCM suite integrating payroll, HR, benefits, time, talent, and performance under one vendor
  • PEPM pricing accessible for mid-market companies with 50–1,000+ employees
  • Multi-state compliance and tax filing coverage across all 50 US states
  • Auto-syncing time tracking with overtime calculation directly into payroll runs
  • Dedicated partner network providing localized implementation and ongoing support

Weaknesses

  • Interface navigation described as confusing and non-intuitive by multiple reviewers
  • Limited reporting and analytics compared to enterprise HCM competitors
  • Hidden implementation fees of 10–25% of annual contract plus migration charges
  • Workflow and reporting customization require isolved support rather than self-service
  • Talent acquisition module (ApplicantPro) lags behind dedicated ATS platforms in search and analytics
Recruit CRM & ATS logo

Recruit CRM & ATS

Destination

Strengths

  • Fully customizable pipelines, stages, and fields without requiring developer involvement
  • Combines recruitment CRM and ATS in one subscription for staffing agencies and small teams
  • Built-in email sequences and automation reduce manual outreach work
  • Chrome extension enables one-click LinkedIn profile collection directly into the CRM
  • Responsive customer support cited across multiple reviews with fast resolution times

Weaknesses

  • Several features are gated as paid add-ons rather than included in the base subscription
  • Email functionality has been reported as unreliable by multiple users
  • Interface occasionally lags during high-activity periods in large pipelines
  • Pricing is considered higher than comparable recruitment CRMs by some customers
  • Limited native reporting — users request pre-made report exports rather than manual data pulls

Complexity grading

How hard is this migration?

Standard HRMS migration. 1 of 7 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across isolved and Recruit CRM & ATS.

  • Object compatibility

    B

    1 of 7 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    7-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    isolved: Not publicly documented.

  • Data volume sensitivity

    A

    isolved exposes a bulk API — large-volume migrations stream efficiently.

Estimator

Estimate your isolved to Recruit CRM & ATS migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about isolved to Recruit CRM & ATS data migrations

Answers to the questions buyers ask most during isolved to Recruit CRM & ATS migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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 consultation

Most migrations land between three and five weeks for accounts under 10,000 candidate records and 500 active job openings with clean data and straightforward field mapping. Migrations with large engagement histories, complex custom field schemas, or employer-defined picklist remapping move to eight to twelve weeks. Core HCM data (payroll, benefits, time-off) is excluded because Recruit CRM does not store those objects, which keeps scope and timeline well below a full HCM-to-HCM migration.

Adjacent paths

Related migrations to explore

Ready when you are

Move from isolved.
Land in Recruit CRM & ATS, intact.

Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.

Accuracy guarantee Rollback included Quote in 1 business day