HRMS migration
Field-level mapping, validation, and rollback between Recooty and Crelate. We move data and schema; workflows are rebuilt natively in Crelate.
Recooty
Source
Crelate
Destination
Compatibility
8 of 12
objects map 1:1 between Recooty and Crelate.
Complexity
BStandard
Timeline
1-3 weeks
Overview
Recooty organizes hiring around Jobs and Candidates with visual pipelines per role, while Crelate uses a combined ATS and CRM model with Contacts, Companies, and Opportunities as first-class objects. This structural difference is the central challenge of the migration. Jobs from Recooty map to Crelate's Job Posts, Candidates map to Contacts, and Recooty pipeline stages map to Crelate pipeline stages. Custom fields defined on Business and Enterprise plans in Recooty require explicit field mapping to Crelate's custom field infrastructure. We preserve candidate consent records and GDPR audit trail logs from Recooty's compliance layer and re-create them in Crelate's GDPR management tools. Job board publishing history and OAuth-connected integrations (Slack, calendar tools) do not migrate. We deliver a written inventory of any Recooty automations and sequence cadences for the customer's admin to rebuild post-migration.
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 Recooty object lands in Crelate, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Recooty
Job Posting
Crelate
Job Post
1:1Recooty Jobs migrate to Crelate Job Posts. Each job carries title, description, location, department, employment type, and publishing status. We preserve job creation date and any internal job ID from Recooty as a custom field for reconciliation. Job board publishing targets (Indeed, LinkedIn, Glassdoor) do not transfer because they are configured as OAuth connections in Recooty that cannot be replicated at Crelate without manual re-authentication.
Recooty
Candidate / Applicant
Crelate
Contact
1:1Recooty Candidates map to Crelate Contacts. The candidate's full profile including name, email, phone, resume file, application date, and source channel migrates. Multiple applications from the same candidate (applying to different Recooty Jobs) collapse into a single Crelate Contact with multiple Job Post associations rather than duplicate records. We use email address as the dedupe key.
Recooty
Pipeline (Hiring Pipeline)
Crelate
Pipeline
lossyRecooty pipeline stages (Applied, Screening, Interview, Offer, Hired by default, configurable per job) map to Crelate Pipeline stages. Crelate uses a separate Pipeline configuration object that we configure during migration. Default Crelate pipeline stages are matched to the Recooty stage names, and stage ordering is preserved. Probability percentages from Recooty carry over if configured.
Recooty
Application
Crelate
Job Application or Activity Form
1:1Each Recooty application (a candidate applied to a specific job at a specific stage) maps to a Crelate Job Application record linked to the Contact and the Job Post. If the candidate has applied to multiple jobs, each application is a separate record under the same Contact. Application timestamp and pipeline stage at time of migration are preserved as fields on the Job Application.
Recooty
Interview Schedule
Crelate
Activity Form or Event
1:1Recooty interview records (date, time, interview type, interviewer assignment, candidate ID) migrate to Crelate Activity Forms or Event records linked to the Contact. Crelate's Activity Forms support custom field mappings per question, matching the structured nature of Recooty interview records. Interviewer assignment resolves to Crelate Users by email match.
Recooty
Custom Field (Candidate-level)
Crelate
Custom Field on Contact
lossyRecooty custom fields on candidate records (available on Business and Enterprise plans) map to Crelate Advanced Custom Fields on Contact. Crelate Business has a limit of 10 Advanced Custom Fields; we flag any Recooty custom field count exceeding this and work with the customer to consolidate or prioritize. Field data types are matched: Recooty text fields map to Crelate Text fields, date fields to Date fields, picklist fields to Picklist fields. Custom field labels and API names are preserved where possible.
Recooty
Custom Field (Job-level)
Crelate
Custom Field on Job Post
lossyRecooty job-level custom fields migrate to Crelate custom fields on Job Post. The same field-type mapping rules apply. If the destination Crelate plan does not support the equivalent field count, we prioritize fields used in active filtering or reporting workflows.
Recooty
GDPR / Consent Record
Crelate
GDPR Compliance Record
1:1Recooty GDPR consent records, retention policy definitions, and audit trail logs are extracted as structured account data and re-created in Crelate's GDPR Compliance Management module. Candidate consent status (given, withdrawn, pending) maps to Crelate's consent tracking fields. Any candidates whose consent may have lapsed during the migration window are flagged with a status requiring admin review before they appear in active recruiting workflows.
Recooty
Career Page (content)
Crelate
Not migratable
1:1Recooty branded career pages built with the drag-and-drop builder on Growth and above are builder-state dependent and cannot be directly migrated. We preserve the job content and description text from Recooty Career Pages so that Crelate branded job portal content can be manually re-created. The microsite URL is not preserved.
Recooty
Owner / User
Crelate
User
1:1Recooty Owners (hiring managers, recruiters) map to Crelate Users. We resolve by email match. Any Recooty Owner without a matching Crelate User is held in a reconciliation queue for the customer's admin to provision before record import resumes.
Recooty
Note / Comment
Crelate
Note or Activity Form Entry
1:1Recooty notes attached to candidate records migrate to Crelate Notes or Activity Form entries linked to the Contact. Rich text formatting is preserved where the source data format allows. Inline comments from hiring managers on pipeline stages migrate as Activity Form entries with a reference to the associated Job Application.
Recooty
Tag / Label
Crelate
Tag or Custom Field Value
lossyRecooty tags on candidate and job records map to Crelate Tags or custom field values depending on usage. Tags used for candidate categorization migrate as Crelate Tags; tags used for structured classification migrate to the closest Crelate custom field equivalent. The customer chooses tag strategy during scoping.
| Recooty | Crelate | Compatibility | |
|---|---|---|---|
| Job Posting | Job Post1:1 | Fully supported | |
| Candidate / Applicant | Contact1:1 | Fully supported | |
| Pipeline (Hiring Pipeline) | Pipelinelossy | Fully supported | |
| Application | Job Application or Activity Form1:1 | Fully supported | |
| Interview Schedule | Activity Form or Event1:1 | Fully supported | |
| Custom Field (Candidate-level) | Custom Field on Contactlossy | Fully supported | |
| Custom Field (Job-level) | Custom Field on Job Postlossy | Fully supported | |
| GDPR / Consent Record | GDPR Compliance Record1:1 | Fully supported | |
| Career Page (content) | Not migratable1:1 | Fully supported | |
| Owner / User | User1:1 | Fully supported | |
| Note / Comment | Note or Activity Form Entry1:1 | Fully supported | |
| Tag / Label | Tag or Custom Field Valuelossy | 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.
Recooty gotchas
Tier-gated bulk import blocks high-volume migrations
GDPR audit trails require explicit cross-platform mapping
Job board posting history does not transfer between platforms
Crelate gotchas
120 req/min API rate limit throttles bulk migrations
20 custom field per-entity cap forces data model decisions
15,000-record export ceiling on single operations
Sequences and automation workflows do not migrate
API key is a querystring parameter, not a header
Pair-specific challenges
Migration approach
Discovery and Recooty plan audit
We audit the source Recooty account across plan tier (Starter, Growth, Business, Enterprise), active job count, candidate volume, pipeline stage definitions, custom field definitions (only present on Business and Enterprise), GDPR consent records, interview schedule volume, and attachment files. We also identify any users who will not transition to Crelate so that seat allocation can be planned. The discovery output is a written migration scope document with record counts per object, custom field inventory, and GDPR record count.
Crelate plan selection and environment preparation
We align the customer on a Crelate plan based on their Recooty usage: Business ($99-$119/user/mo) covers most migrations with up to 10 Advanced Custom Fields and standard GDPR tools; Business Plus ($144/user/mo) is recommended if the customer needs Automation & Sequencing, increased data storage, or expanded custom field limits. We provision a Crelate sandbox or trial environment for test migration validation before production cutover.
Schema design and field mapping
We design the destination Crelate schema including Pipeline stage configuration, custom field definitions (mapped to Recooty source fields), Job Post field mapping, and Contact field mapping. If Recooty custom fields exceed Crelate Business's 10-field limit, we prioritize fields used in active filtering or reporting. GDPR consent fields are configured in Crelate's GDPR Compliance Management module. Activity Forms are set up to match Recooty interview record structure.
Test migration and reconciliation
We run a full migration into the Crelate test environment using production-like data volume. The customer's recruiting lead reconciles record counts (Candidates in, Contacts in, Jobs in, Pipeline stages in), spot-checks 20-30 candidate records against Recooty source, and validates that pipeline stage names, application dates, and custom field values are correct. Mapping corrections are made in the test environment before any production migration begins.
Owner and user provisioning
We extract every distinct Recooty Owner referenced on candidate records and interview schedules and match by email against the Crelate destination's User table. Any Recooty Owner without a matching Crelate User goes to a reconciliation queue. The customer's admin provisions missing Crelate Users before production migration proceeds, as User references are required for interviewer assignment and activity ownership.
Production migration in dependency order
We run production migration in record-dependency order: Job Posts first (the container objects), then Contacts (with email dedupe applied), then Pipeline configurations, then Job Applications linked to Contacts and Job Posts, then Interview Schedules and Activity Forms, then Notes and Tags, then GDPR consent records. Custom fields are loaded after standard fields are validated. Each phase emits a row-count reconciliation report before the next phase begins. We run a final delta migration to capture any records modified during the cutover window.
Cutover, validation, and automation handoff
We freeze Recooty writes during final cutover, validate record counts in Crelate against the pre-migration audit, and enable Crelate as the system of record. We deliver a written inventory of any Recooty automation workflows and scheduling sequences for the customer's admin to rebuild in Crelate's workflow engine. We provide a one-week hypercare window for reconciliation issues raised by the recruiting team. We do not rebuild Recooty automations as Crelate workflows inside the migration scope.
Platform deep dives
Recooty
Source
Strengths
Weaknesses
Crelate
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 Recooty and Crelate.
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
Recooty: Not publicly documented.
Data volume sensitivity
Recooty 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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