Migrate from JobAdder to Zoho Recruit

JobAdder Candidate records map to Zoho Recruit Candidates as the primary 1:1 mapping. All standard profile fields (name, email, phone, skills, work history, current employer) migrate directly. Zoho Recruit requires Last Name on every Candidate import — records without a last name receive a placeholder value of 'not provided' during transform, and a pre-migration task flags these to the customer for correction before import. Custom fields on Candidates discovered during discovery phase migrate as Zoho custom fields pre-created in the Staffing Agency or Corporate HR edition.

JobAdder Job Orders map to Zoho Recruit Job Openings. Status values (Active, On Hold, Filled, Cancelled) map to Zoho Recruit status picklist values, and JobAdder pipeline stages map to Zoho Recruit pipeline stages configured under the Jobs module. Job description and requirements migrate as rich text fields. The assigned consultant (recruiter) on the JobAdder record maps to the Zoho Recruit User lookup on Job Opening.

JobAdder Client records (company-level BD records) map to Zoho Recruit Clients with a direct 1:1 relationship. Company details, website, industry, and address fields migrate as text fields. The primary contact on the JobAdder Client migrates as a separate Contact record linked via Zoho Recruit's Contact lookup on Client. Client Portal associations on JobAdder are not importable but are noted as requiring manual recreation in Zoho Recruit's Client Portal configuration.

JobAdder Contact records (individual contacts at the client company, distinct from Candidates) map to Zoho Recruit Contacts. All standard fields (name, email, phone, title, role, client association) migrate directly. Where a Contact shares an email with a Candidate in JobAdder, both records are imported independently; Zoho Recruit handles duplicate detection based on email after import.

JobAdder Placements (placed candidate records tied to a Job and Client) map to Zoho Recruit Job Applications with the Candidate and Job Opening lookups resolved at migration time. Bill rate, pay rate, and markup percentage from JobAdder temp/contract placements have no native Zoho Recruit fields and are preserved as custom properties on the Job Application record. Start date, end date, and placement status migrate as standard fields.

JobAdder Opportunity records (BD pipeline for new client work) map to Zoho Recruit's Potential object available in the Staffing Agency edition. Status and estimated value from JobAdder migrate directly. Note that the Potential object is not available in the Corporate HR edition; if the destination is Corporate HR, Opportunity records are mapped to a custom module or Notes on the Client record, and this is flagged during scoping.

Temp and contract placements in JobAdder carry bill rate, pay rate, markup percentage, and timesheet period fields that have no native Zoho Recruit equivalent. We create a custom field group on the Job Application module to hold these values, naming them bill_rate__c, pay_rate__c, markup_pct__c, and timesheet_period__c to preserve the financial data. The customer documents the intent of each field during scoping so naming is consistent with their billing workflow.

Task records linked to Candidates, Jobs, or Clients migrate to Zoho Recruit Tasks with due date, status, priority, and assignee preserved. Task descriptions and sub-task structure migrate as Task records under the parent record. Open tasks migrate as open in Zoho Recruit; completed tasks migrate as completed with their completion timestamp preserved.

File attachments on Candidate profiles (CVs, cover letters, certifications) migrate as Zoho Recruit Attachments associated with the Candidate record. Original filenames and MIME types are preserved. We use Zoho Recruit's file attachment API to upload binary blobs per record. Large attachment sets are chunked by Candidate ID range to stay within API time limits.

Tags applied to Candidates and Jobs in JobAdder migrate as Zoho Recruit multi-select picklist fields. The tag taxonomy is flattened into a picklist of values in Zoho Recruit. The customer chooses during scoping whether to create separate picklists for sourcing-channel tags and vetting-status tags, or a single combined tags field. The tag taxonomy must be recreated in Zoho Recruit as part of the post-migration setup.

JobAdder User accounts (consultants and recruiters) are migrated as inactive Zoho Recruit User records to preserve assignment history on Job Orders and Placements. Active user provisioning is handled separately by the customer's Zoho admin post-migration. If a JobAdder Owner has no matching Zoho User, the record is held in a reconciliation queue until the admin provisions the account.

JobAdder's job board integrations (Indeed, SEEK, Reed, and 200+ others) are posting configurations rather than standalone data objects. The posting history attached to a Job Order (which boards it was posted to, on what date) is preserved as metadata on the Job Opening record. The actual job board account credentials and posting configurations must be recreated in Zoho Recruit's job board setup and tested before the first job goes live. We include this as a pre-migration preparation task in the project plan.