HRMS migration
Field-level mapping, validation, and rollback between Jobvite and Recruit CRM & ATS. We move data and schema; workflows are rebuilt natively in Recruit CRM & ATS.
Jobvite
Source
Recruit CRM & ATS
Destination
Compatibility
7 of 10
objects map 1:1 between Jobvite and Recruit CRM & ATS.
Complexity
BStandard
Timeline
4-6 weeks
Overview
Moving from Jobvite to Recruit CRM is a schema remapping across two fundamentally different ATS architectures. Jobvite separates Candidates from Applications and charges for Onboarding and AI Interview Companion as separate modules; Recruit CRM combines ATS and CRM into a single platform with a published per-user price starting at $100 per month. We map Jobvite's Jobs, Candidates, Applications, Pipeline Stages, and Custom Fields to their Recruit CRM equivalents, merge Application records into Candidate records where appropriate, and carry Offer details into Recruit CRM's Deal object. Talemetry Lists and Campaign associations exist in a separate data partition outside Jobvite's standard Candidate API and require dedicated export endpoints to preserve. We detect and resolve Jobvite's sync-protection flag on manually edited Employee records before those records are loaded into Recruit CRM, preventing silent data loss. SMS consent status migrates as a custom field so the Unknown-status block on mass text campaigns is visible and actionable in Recruit CRM. Workflows, Sequences, and Automations do not migrate as code; we deliver a written inventory for the customer's admin to rebuild.
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 Jobvite 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.
Jobvite
Job
Recruit CRM & ATS
Job
1:1Jobvite Jobs map directly to Recruit CRM Jobs. We preserve job title, description, requirements, department, location, status (published, archived), and opening count. Jobvite's custom fields on Jobs migrate to Recruit CRM custom fields on the Job object. Pipeline stage definitions from Jobvite map to Recruit CRM's pipeline stages with stage names and ordering preserved. Archived Jobs migrate as archived records with the original archive date.
Jobvite
Candidate
Recruit CRM & ATS
Candidate
1:1Jobvite Candidates map to Recruit CRM Candidates. We preserve name, email, phone, work history, education, skills, source attribution, and SMS consent status. Jobvite's candidate custom fields migrate to Recruit CRM candidate custom fields. When Jobvite stores client contact information on a Candidate record (for agency CRM use cases), that data migrates to the Recruit CRM Contact sub-object within the Candidate record.
Jobvite
Application
Recruit CRM & ATS
Candidate
1:manyJobvite Applications link a Candidate to a Job at a specific Pipeline Stage. Recruit CRM does not have a separate Application object; the candidate-job association and stage history are managed within the Candidate record or as Activity log entries. We merge Application records into the corresponding Candidate record, preserving the applied Job reference, pipeline stage at time of application, stage advancement dates, rejection reasons, and interviewer assignments. Multiple Applications per Candidate (re-applications across roles) each create a separate pipeline entry on the Candidate record.
Jobvite
Pipeline Stage
Recruit CRM & ATS
Pipeline Stage
lossyJobvite pipeline stages are configurable per Job. We extract stage definitions (stage name, order, probability percentage, rejection reason flags) and configure matching Recruit CRM pipeline stages per Job. Non-standard stages such as background check, drug screening, or offer stage are mapped explicitly to Recruit CRM stage values. If Recruit CRM does not have an equivalent stage, we create it as a custom stage and document the mapping.
Jobvite
Custom Fields
Recruit CRM & ATS
Custom Fields
lossyBoth Jobvite Candidates and Jobs support custom fields. We export custom field definitions from Jobvite (label, field type, picklist values) and pre-create matching custom fields in Recruit CRM before any data import. Custom field IDs in Recruit CRM are required as targets during import. Picklist fields from Jobvite are mapped to Recruit CRM picklist or multi-select picklist fields with values preserved verbatim.
Jobvite
User and Hiring Team
Recruit CRM & ATS
User
1:1Jobvite Users (Recruiters, Hiring Managers, Interviewers) map to Recruit CRM Users. We reconcile by email address. Any Jobvite User without a matching Recruit CRM User goes to a reconciliation queue for the customer's admin to provision before record import. Hiring Team assignments on Applications migrate as User assignments on the Candidate record or Job record in Recruit CRM. Role-based permissions from Jobvite map to Recruit CRM role assignments.
Jobvite
Offer
Recruit CRM & ATS
Deal
1:1Jobvite Offers are tied to an Application and include compensation details, start date, and approval status. Recruit CRM represents offers as Deal records attached to the Candidate. We migrate offer details (compensation amount, currency, start date, offer status, approval history) into Recruit CRM Deal fields. Approval history logs migrate as Deal Activity notes rather than live approval workflow records, since Recruit CRM's approval model differs from Jobvite's.
Jobvite
Onboarding Records
Recruit CRM & ATS
Onboarding
1:1Jobvite's Onboarding module is a separate paid license and may not be active in every account. If active, we export onboarding task lists, new hire paperwork status, I-9/E-Verify records, and assigned onboarding tasks. Onboarding data migrates to Recruit CRM's Onboarding module if the destination account has this module active. If Recruit CRM Onboarding is not provisioned, onboarding task data is exported as a structured CSV inventory for the customer's admin to rebuild manually.
Jobvite
Documents and Attachments
Recruit CRM & ATS
File
1:1Resumes, cover letters, portfolio files, and signed offer documents are stored as attachments on Jobvite Candidates and Applications. We export binary blobs alongside metadata (filename, upload date, attached record type and ID). During Recruit CRM import, we upload files to the Files object and link them back to the corresponding Candidate or Job record by ID resolution. Large attachments are chunked for upload to stay within Recruit CRM API payload limits.
Jobvite
Talemetry (Recruitment Marketing)
Recruit CRM & ATS
Hotlist and Campaign Association
1:1Talemetry Lists and Campaigns sit in a separate data partition outside Jobvite's standard Candidate API. We use Talemetry-specific export endpoints to retrieve candidate Lists, Campaign memberships, and source tracking data. In Recruit CRM, Lists migrate to Hotlists and Campaign associations migrate as custom fields or Hotlist memberships on the Candidate record. This layer is migrated last because Talemetry cross-references require all Candidate records to already exist in Recruit CRM with stable IDs.
| Jobvite | Recruit CRM & ATS | Compatibility | |
|---|---|---|---|
| Job | Job1:1 | Fully supported | |
| Candidate | Candidate1:1 | Fully supported | |
| Application | Candidate1:many | Fully supported | |
| Pipeline Stage | Pipeline Stagelossy | Fully supported | |
| Custom Fields | Custom Fieldslossy | Mapping required | |
| User and Hiring Team | User1:1 | Fully supported | |
| Offer | Deal1:1 | Fully supported | |
| Onboarding Records | Onboarding1:1 | Mapping required | |
| Documents and Attachments | File1:1 | Mapping required | |
| Talemetry (Recruitment Marketing) | Hotlist and Campaign Association1:1 | 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.
Jobvite gotchas
Manual edits set a sync-protection flag on Employee records
Indeed and Glassdoor source attribution merged
SMS consent Unknown status blocks outbound campaigns
Talemetry Lists and Campaigns exist as a separate schema layer
Module gating means not all accounts have the same object availability
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 module scoping
We audit the source Jobvite account across all active modules: Core ATS, Onboarding, AI Interview Companion, and Talemetry. We document every custom field on Candidates and Jobs (label, type, picklist values), all pipeline stage definitions, the full set of Jobvite source values (ATS sources and CRM sources), active users and their role assignments, and the volume of documents and attachments. We also extract the SMS consent field for all Candidates and the Talemetry export from the separate partition. The discovery output is a written migration scope that specifies which objects are in scope, which require custom field creation in Recruit CRM, and which (such as Talemetry Lists) require a separate export pipeline.
Recruit CRM schema pre-creation
Before any data import, we create all custom fields in Recruit CRM that are required as targets for migrating Jobvite data. This includes custom fields for candidate properties, pipeline stage probability overrides, SMS consent, and any source attribution fields. We also configure pipeline stages per Job template to match Jobvite's stage definitions. If the destination Recruit CRM account does not have the Onboarding module active, we document the onboarding data as a structured CSV for manual rebuild rather than attempting a live import. Source mapping between Jobvite's ATS sources and Recruit CRM's source field is configured in Recruit CRM Admin before migration begins.
Sandbox migration and reconciliation
We run a full migration into a Recruit CRM sandbox environment using production-like data volume. The customer reconciles record counts across all object types, spot-checks 25-50 randomly selected records against the Jobvite source for field-level accuracy, and reviews the Talemetry Hotlist and campaign association mappings. Any custom field type mismatches, missing stage values, or source mapping corrections are identified here and applied to the production migration script. No data is written to the production Recruit CRM account until sandbox sign-off is received.
Owner and user reconciliation
We extract every distinct User referenced in Jobvite as an Owner, Hiring Manager, or Interviewer and match by email against the Recruit CRM User table. Any Jobvite User without a matching Recruit CRM User goes to a reconciliation queue. The customer's admin provisions any missing Users before production migration. This step is mandatory because User IDs are required as Owner references on Job, Candidate, and Deal records in Recruit CRM. Migration cannot proceed past this step until all required Users are provisioned or explicitly marked as inactive in Jobvite and omitted from migration.
Production migration in dependency order
We run production migration in record-dependency order: Jobs first (as the container for all candidate associations), then Candidates with Application data merged, Offers as Deals attached to Candidates, Users as Hiring Team assignments, Documents and Files uploaded and linked by record ID, and finally Talemetry data (Lists, Campaign associations, and source tracking) after all Candidate records have stable Recruit CRM IDs. Rate limits are enforced throughout: 60 req/min for accounts with 6 or fewer licenses, 10 req/min per license for larger accounts. We monitor X-RateLimit headers and implement exponential backoff on 429 responses. A reconciliation report is produced after each phase showing record counts imported, skipped, and in error before the next phase begins.
Cutover, delta sync, and handoff
We freeze Jobvite writes during cutover, run a final delta migration capturing any records modified in Jobvite during the migration window, then enable Recruit CRM as the system of record. We deliver a written inventory of all Jobvite Workflows, Sequences, and Automations with their trigger conditions, actions, and recommended Recruit CRM automation equivalents for the customer's admin to rebuild. We support a one-week hypercare window to resolve any data reconciliation issues raised by the team after going live on Recruit CRM. Workflow rebuild, automation configuration, and admin training are outside the migration scope and require a separate engagement.
Platform deep dives
Jobvite
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 Jobvite 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
Jobvite: Not publicly documented in Jobvite's public-facing materials.
Data volume sensitivity
Jobvite 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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FAQ
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