Migrate from Recruit CRM & ATS to Zoho Recruit

Recruit CRM Candidates map directly to Zoho Recruit Candidates with standard fields (name, email, phone, skills, source, status). Last Name is mandatory in Zoho Recruit; if Recruit CRM stores candidates with no last name field, we populate Last Name as 'Not Provided' per Zoho's import requirements. Custom fields on Candidates migrate to Zoho Recruit custom Candidate fields with type mapping (text, number, date, picklist). We preserve the source candidate ID for hotlist resolution downstream.

Recruit CRM Jobs map to Zoho Recruit Job Openings with job title, description, department, location, and status. Job stage pipelines in Recruit CRM map to Zoho Recruit's candidate status workflow or Blueprint stages. Assigned recruiter maps from Recruit CRM owner to Zoho Recruit recruiter assignment.

Recruit CRM Contacts (hiring managers, referrers, business contacts distinct from candidates) map directly to Zoho Recruit Contacts. The Contact's associated Company in Recruit CRM maps to the Client in Zoho Recruit, and we resolve this linkage during import by creating Companies first so that the lookup is satisfied on Contact insert. Custom fields on Contacts follow the same type-mapped migration as Candidates.

Recruit CRM Companies (client organizations) map to Zoho Recruit Clients. Company name becomes Client name, website and industry map to the corresponding Zoho Recruit fields, and any associated Contacts are linked via the Client-Contact relationship. Custom fields on Companies migrate with type mapping. Deal associations from Recruit CRM carry over as linked Job Openings or placement records in Zoho Recruit.

Recruit CRM Deals track placement or business transactions tied to Companies and Candidates. Deal stages, values, and close dates map to Zoho Recruit Job status and associated placement records. Deal value migrates as a monetary field on the linked Job or as a custom placement fee field depending on the customer's Zoho Recruit configuration. We note that Zoho Recruit does not have a native Deal object separate from Job; the customer chooses whether to model Deals as custom fields on Jobs or as Zoho CRM Opportunities via the Zoho Recruit-CRM integration.

Recruit CRM Hotlists are curated candidate lists with saved search criteria. We extract the candidate IDs in each hotlist and tag those candidates in Zoho Recruit using Tags or create a Candidate List record. The saved search criteria (filter logic) does not transfer; we document each hotlist's candidate count and criteria for the customer's admin to recreate the filter in Zoho Recruit.

Recruit CRM Tasks linked to Candidates, Contacts, or Jobs migrate to Zoho Recruit Tasks with title, due date, status, and assigned user preserved. Task associations migrate as linked record references. Completed versus open task counts affect total migration scope; we migrate all statuses.

Recruit CRM Meeting records (date, time, attendees, outcome) map to Zoho Recruit Interviews with date, time, interviewer, and candidate linked. Meeting outcome and notes migrate as Interview notes. For meetings not tied to a specific candidate (client meetings attached to Company), we create a standalone Interview or Activity record in Zoho Recruit per the customer's preference.

Recruit CRM Notes attached to Candidates, Companies, or Jobs migrate as Zoho Recruit Notes with full text content and parent object association preserved. Notes migrate as plain text; any embedded links or formatting are carried over as-is. Notes attached to Contacts map to Contact notes in Zoho Recruit.

Recruit CRM Call Logs (duration, outcome, linked contact or candidate) migrate to Zoho Recruit Activity records with call type. We preserve call duration, call outcome (answered, voicemail, no answer), and timestamp. Call logs not linked to a specific candidate in Recruit CRM are migrated as standalone activities under the relevant Contact or Client.

Recruit CRM custom fields on Candidates, Jobs, Contacts, Companies, and Deals vary per organization. We map each custom field individually during discovery, matching Recruit CRM field types (text, number, date, picklist, multi-select) to Zoho Recruit equivalent custom field types. Nested or conditional custom fields in Recruit CRM may require flattening or simplification in Zoho Recruit; we flag any fields without a direct equivalent for customer decision during scoping.

Recruit CRM candidate resumes, company documents, and email attachments require separate extraction from the Files API endpoint and re-upload to Zoho Recruit Attachments. We extract files in parallel batches, maintain the candidate-ID and object-type associations, and upload with the same parent record linkages preserved. Large-volume file migrations (thousands of resumes) add time to the overall migration timeline and are scoped separately during discovery.

Recruit CRM pipeline stages (fully customizable per pipeline) map to Zoho Recruit Candidate Status values within each Job Opening workflow or to Blueprint stages if the customer uses Zoho Recruit's Blueprint feature. Stage names and order migrate directly; any automation triggers attached to stages in Recruit CRM do not transfer and are documented for rebuild.

Recruit CRM user accounts (recruiters, consultants, admins) map to Zoho Recruit Users by email match. Note: Zoho Recruit does not allow migrating Users who already have a separate Zoho Recruit account; those accounts must be closed before the user can be imported into the company's Zoho Recruit instance. We reconcile active Recruit CRM users against Zoho Recruit User provisioning status and flag any conflicts before migration.

Recruit CRM email sequence enrollments identify which candidates are active in which sequences and what step they are on. We extract enrollment state (candidate ID, sequence name, step number, enrollment date) and write it as a tagged enrollment record in Zoho Recruit, either as a custom multi-select field or a Note with structured enrollment data. Sequence logic (cadence, timing, triggers) does not migrate; we deliver a written sequence inventory for the customer's admin to rebuild in Zoho Recruit's workflow or via a sales engagement tool integration.