Migrate from Occupop to Zoho Recruit

Occupop Jobs map to Zoho Recruit Job Openings. The job title, description, department, location, and active/closed status migrate directly. Zoho Recruit's Job Opening status field (Open, On Hold, Closed, Cancelled) maps from Occupop's job status. The original Occupop job ID is preserved in a custom field for audit traceability. Job Openings must be created before Candidate records are imported because Zoho Recruit links Candidates to Job Openings via a lookup field that must be resolved at import time.

Occupop Candidates map directly to Zoho Recruit Candidates. Core fields (name, email, phone, current company, current job title) migrate 1:1. Occupop's stage history within a Job maps to Zoho Recruit's Candidate-Job Opening association records with status values (Applied, Screening, Interview, Offer, Hired, Rejected) matching the destination stage names. Where stage names differ, we apply a mapping table defined during scoping. AI screening scores from Occupop land as a custom numeric field on the Zoho Recruit Candidate record.

Occupop's per-Job ordered stage sequence (e.g. Applied, CV Review, Phone Screen, Interview, Offer) maps to Zoho Recruit's candidate status values within each Job Opening. We configure Zoho Recruit's candidate status picklist to match the Occupop stage names during migration scope. Stage probability weights (if present in Occupop) are not natively supported in Zoho Recruit and are delivered as structured notes on the Job Opening record for the customer to configure manually if needed.

Occupop Users (Admin, Hiring Manager, Recruiter, Viewer roles) map to Zoho Recruit Users by email match. Role mapping: Occupop Admin maps to Zoho Recruit Administrator profile; Occupop Recruiter maps to Zoho Recruit Recruiter role; Occupop Hiring Manager maps to Hiring Manager role. Note that Zoho Recruit's Free Edition is limited to 1 user; migrations requiring more users must select a paid tier. Users with Viewer-only access in Occupop may map to Zoho Recruit Standard role with restricted module permissions.

Occupop CV files export as raw binary files linked to the Candidate record. We deliver CVs in Zoho Recruit's required migration folder structure: a Data folder containing CSVs that reference attachment filenames, and an Attachments folder containing the source files. Zoho Recruit's migration wizard resolves the link between CSV record and attachment file during import. Maximum 200 files per import batch with a 4 GB total zip size limit applies; we chunk large CV sets accordingly. Customers should verify that all source file references in the CSV resolve correctly before upload per Zoho Recruit's migration prerequisites.

Occupop interview notes and scorecard responses are exported as structured text per Candidate per stage. Zoho Recruit does not have a native interview-feedback object with scorecard fields. We land interview notes as Zoho Recruit Notes linked to the Candidate record, and interview scores as custom numeric fields on the Candidate. Interview scheduling details migrate as Event records in Zoho Recruit with date, time, and location preserved. Scorecard evaluation criteria that cannot map to Zoho Recruit's standard fields are delivered as a structured sidecar export for manual reference.

Occupop Custom Fields are arbitrary key-value pairs on Candidate records with no fixed schema across tenants. Before migration, we inspect the source tenant's custom field definitions and pre-create equivalent fields in Zoho Recruit via the Layout Editor (Setup > Customization > Modules > Candidates > Layout Editor). Zoho Recruit field types are assigned based on value format: text values become Text fields, numeric values become Number or Long Integer fields, dates become Date fields, and multi-value selections become Multi-select Picklist fields. Custom fields are not available in Zoho Recruit Free Edition; the customer's target edition must be Standard or above.

Occupop tracks which job boards (Indeed, LinkedIn, Glassdoor, Reed, etc.) a Job was distributed to and the posting date. Zoho Recruit has no native board-distribution history field. We export this data as a structured list per Job Opening and land it as a formatted Note attached to the Job Opening record. The customer uses this reference to re-create board distributions manually in Zoho Recruit's Job Opening posting interface.

Occupop's AI screening assigns each Candidate a numeric score (0-100 scale) and a rank within the Job's candidate pool. We preserve both: the raw score lands as a custom numeric field (Zoho Recruit Number field type) on the Candidate record, and the rank within the job pool is preserved as an integer field or as a structured note. The score and rank are set during the Occupop export transform and carry through to Zoho Recruit import without transformation.

Offer letters, employment contracts, and onboarding workflow state live in Cezanne HR's broader suite post-acquisition and are not part of Occupop's ATS core export. We do not migrate offer or onboarding records. Customers should export these directly from Cezanne HR before initiating migration. Post-migration offer management in Zoho Recruit uses Zoho Recruit's Offer Letter Templates with e-signature feature, which the customer's admin configures independently.

Zoho Recruit's Campaign module supports candidate sourcing campaigns (referral programs, job fairs, agency sourcing drives). If the customer used Occupop campaign features or tagged candidate sources by campaign, these map to Zoho Recruit Campaign records. Campaign members (Candidates or Contacts) link to the Campaign via Campaign Member records. We include Campaign import in the standard migration sequence after Users and before Candidates per Zoho Recruit's documented import order.

Zoho Recruit maintains a separate Client module for agency or in-house recruitment contexts where the hiring organization manages relationships with external clients or agencies. If Occupop contained client-level records (e.g., hiring companies or agencies managing requisitions), these map to Zoho Recruit Client records with the client name, contact details, and status preserved. Client records must exist before any Candidate records that reference them are imported.