Migrate from Loxo to Zoho Recruit

Loxo Candidates map directly to Zoho Recruit Candidates. The primary record fields — name, email, phone, address, skills, experience, and source — transfer to the Zoho Recruit Candidate module. Multi-job duplicate profiles (same person applied to multiple Loxo Jobs) are flagged during extraction and resolved before load: we match by email address and present the deduplication choice (merge into one Zoho Candidate, or keep as separate records) to the customer during scoping. The most recent Loxo outreach sequence enrollment status and step number are stored as custom fields on the Zoho Candidate for the admin to reference during rebuild.

Loxo Contacts are split into Zoho Recruit Candidates (for talent-facing contacts) and Zoho Recruit Clients (for employer-facing contacts). We determine the split from the Loxo Contact's associated record type — if the Contact is linked to a Client Company in Loxo, it maps to a Zoho Client record; if linked to a Job or Placement, it maps to a Candidate. Any Loxo Contact without a clear association is held in a review queue during scoping for the customer to classify.

Loxo Jobs (requisitions) map to Zoho Recruit Job Openings. The job title, description, requirements, status, assigned recruiter, and hiring manager transfer. Custom fields on the Loxo Job migrate as Zoho Recruit custom fields on the Job Opening module. Zoho Recruit's active job limits vary by tier (Free 1, Standard 100, Professional 250, Enterprise 750 per recruiter); we validate the count against the destination tier during scoping and flag any overage before migration.

Loxo Client Companies map to Zoho Recruit Client records, preserving the company name, address, billing contacts, and associated client-specific notes. Client Company hierarchy (parent and subsidiary relationships) maps to Zoho Recruit Client hierarchy if enabled on the destination tier. If Loxo client records contain no billing or account information (client-company records used primarily as address books), they migrate as Zoho Clients with minimal fields populated.

Loxo Deals map to Zoho Recruit Opportunities. The deal name, amount, currency, stage, expected close date, probability (derived from Loxo stage percentage), and assigned owner transfer. Loxo's customizable pipeline stages (unique per organization) map to Zoho Recruit Opportunity stages, and we validate stage count against Zoho Recruit's stage limit during scoping. Deals without an associated Client in Loxo are attached to the most recently associated Job Opening as the WhatId in Zoho.

Loxo Placements record a placed candidate against a Job and Deal, including start date, compensation, and placement status. Zoho Recruit does not have a standalone Placement object; we represent Placements as Candidate records with a custom field set to placement status (Active, On Hold, Completed) and custom fields for start date, compensation, and the linked Opportunity. We preserve the placement-to-job and placement-to-deal relationships via lookup fields in Zoho Recruit custom fields.

Loxo custom fields on Candidates, Contacts, Jobs, and Deals map to Zoho Recruit custom fields on the corresponding modules. Zoho Recruit caps custom fields per module by tier (Standard 50/module, Professional and Enterprise 300/module). We audit the Loxo custom field schema during scoping, count fields per module, and flag any overage against the destination tier before schema deployment. Picklist options in Loxo map to Zoho Recruit picklist or multi-select picklist fields; free-text fields map to multi-line text fields.

Loxo engagement history — emails, calls, SMS, and notes — maps to Zoho Recruit Tasks (generic activities), Events (calendar entries), and Calls (call log records). The most recent 12-24 months of activity is the recommended scope to reduce risk of misaligned email threads from Loxo Connect's inbox-sync behavior. Call duration, disposition, and recording URL transfer to Zoho Call record custom fields. Zoho Recruit Standard and above support Tasks, Events, and Call logging; the Free tier does not support Tasks or Events.

Loxo tags on Candidates, Contacts, Jobs, and Deals transfer to Zoho Recruit Tags. We extract every distinct tag value, create the corresponding tag in Zoho Recruit during migration, and apply tag associations to the migrated records. Tags used for candidate segmentation in Loxo map directly to Zoho Recruit Tags; tags used for workflow classification are preserved as tags and noted as candidates for Zoho Workflow Rule triggers post-migration.

Binary attachments — resumes, cover letters, client agreements — stored on Loxo Candidate, Contact, and Job records are extracted via the Loxo API file URL, downloaded, and re-uploaded to Zoho Recruit's Document Library with associations back to the parent record. Large attachment counts may require chunked download and upload with hash-verified integrity checks to confirm each file arrived intact.

Loxo Owner assignments on Candidates, Contacts, Jobs, Deals, and Placements map by email to Zoho Recruit User records. We extract every distinct owner email referenced across all record types, match against the Zoho Recruit User table, and flag any Loxo owner without a Zoho User match for the customer to provision before production migration. Active and inactive owner status is preserved in the migration mapping.

Loxo Pipeline Stages are organization-specific and stored per Deal record. We extract the complete stage list from the Loxo API, map each Loxo stage name to a Zoho Recruit Opportunity stage with a customer-confirmed probability percentage, and validate stage count against Zoho Recruit's pipeline stage limits. Stage order and probability mapping are applied during Deal-to-Opportunity migration.