HRMS migration
Field-level mapping, validation, and rollback between SAP SuccessFactors and Crelate. We move data and schema; workflows are rebuilt natively in Crelate.
SAP SuccessFactors
Source
Crelate
Destination
Compatibility
4 of 12
objects map 1:1 between SAP SuccessFactors and Crelate.
Complexity
BStandard
Timeline
2-4 weeks
Overview
SAP SuccessFactors HXM Suite and Crelate serve fundamentally different markets. SuccessFactors is an enterprise HXM platform covering core HR, payroll, talent management, learning, and workforce planning for global organizations with complex compliance requirements. Crelate is a specialist ATS and talent CRM for recruiting agencies, staffing firms, and mid-market talent teams. The migration scope is therefore narrower than a typical HRIS-to-HRIS move: we migrate recruiting-adjacent data (candidate profiles, job requisitions, application history, talent pool notes) and flag every SuccessFactors module that belongs in a separate HRIS or does not have a Crelate equivalent. Core HR employee records, compensation history, performance reviews, learning enrollments, and MDF custom objects require case-by-case disposition decisions. We do not migrate workflows, approval chains, or automations as code; we deliver a written inventory for your team to rebuild in Crelate's workflow builder.
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 SAP SuccessFactors 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.
SAP SuccessFactors
PerPerson / Employee Central (per candidate record)
Crelate
Person (Crelate Candidate/Contact)
1:1SuccessFactors Employee Central PerPerson records that correspond to job applicants or contingent workers (not full HCM employees) map to Crelate Person records. We map standard fields: firstName, lastName, email (from PerPersonal communication), phone, location (from FO Location), and jobTitle. Employment dates and manager relationships from SuccessFactors do not map directly to Crelate; they become custom fields on the Person record or are retained in the out-of-scope HRIS. Crelate's Person record handles both candidate and contact types, which maps to SuccessFactors candidate profiles from the Recruiting module.
SAP SuccessFactors
Job Requisition / Recruiting requisitions
Crelate
Job (Crelate)
1:1SuccessFactors Recruiting requisitions map to Crelate Job records. We map job title, department (from FO Division), location (from FO Location), employment type, and job description fields. SuccessFactors requisition status (open, on hold, filled) maps to Crelate Job status. Compensation information attached to a requisition in SuccessFactors becomes a custom field in Crelate rather than a native compensation object. Filled requisitions that represent historical placements map to Crelate Placements as a subtype of Job with a linked Person record.
SAP SuccessFactors
Candidate Profile / Application
Crelate
Person + Application Link
1:1SuccessFactors Recruiting candidate profiles map to Crelate Person records. The application association (candidate-to-requisition) maps to Crelate's application or submission link between the Person and Job. Application status from SuccessFactors (applied, screening, interviewing, offered, hired, rejected) maps to the corresponding Crelate pipeline stage. Candidate source and recruiting channel from SuccessFactors become Crelate Tags or custom fields.
SAP SuccessFactors
Foundation Objects: Locations, Divisions, Departments
Crelate
Tags, Teams, or Custom Fields (Crelate)
lossySuccessFactors Foundation Objects (Corporate Structure) are structural HR entities that define the organizational chart, cost centers, and legal entity hierarchy. Crelate does not have an equivalent org-structure model. We map Locations to Crelate Tags on Person or Job records; Divisions and Departments map to Crelate Teams or custom picklist fields. The full org tree from SuccessFactors is exported as a structured reference document for the customer to configure in Crelate after migration.
SAP SuccessFactors
Onboarding 2.0 / Onboarding Info
Crelate
Notes or Tags on Person record
lossySuccessFactors Onboarding 2.0 tracks tasks, document collection, and I-9/employment eligibility during the onboarding phase. Crelate does not have a native onboarding task model. Onboarding task completion status and document checklist flags migrate as Notes or Tags on the corresponding Crelate Person record. Incomplete onboarding tasks are flagged in a separate out-of-scope document for the customer's HR team to resolve post-migration.
SAP SuccessFactors
Talent Intelligence Hub / Competencies and Skills
Crelate
Tags or Skills on Person record
lossySuccessFactors competencies and skill profiles from Talent Intelligence Hub do not map to a native Crelate object. We extract competency labels and skill ratings and write them as Tags or a skills-related custom field on the Crelate Person record. As noted in the SAP source gotchas, Talent Intelligence Hub migrations risk duplicate competencies; we run a deduplication scan against the competency library before inserting. Job-to-competency associations for inactive roles are flagged for customer review.
SAP SuccessFactors
Employee Central Payroll / Compensation History
Crelate
Out of scope / Custom Fields
lossyPay components, salary bands, and compensation history from SuccessFactors Employee Central Payroll have no Crelate equivalent, as Crelate is not a payroll or compensation management system. We export compensation records as a structured CSV reference file and flag them for disposition to a separate HRIS or payroll system. Salary information attached to a job requisition in SuccessFactors migrates as a custom compensation-offer field in Crelate if the customer uses Crelate for offer management.
SAP SuccessFactors
Performance Forms and Goal Plans
Crelate
Out of scope
lossySuccessFactors performance reviews, goal plans, and 360-degree feedback are stored in proprietary SuccessFactors tables that have no Crelate equivalent. Crelate does not manage performance management, career development plans, or succession planning. We do not migrate these records. The customer receives a written inventory of all active goal plans and performance forms with suggested disposition to a dedicated performance management system.
SAP SuccessFactors
Learning Enrollments and Certifications
Crelate
Tags or Certifications Custom Field
lossySuccessFactors Learning enrollments, course completions, and certification records migrate as Tags or a certifications-related custom field on the Crelate Person record if the customer wants compliance and training history visible in the ATS. We note that Learning module API has separate, stricter rate limits from the main HXM Suite OData API; we throttle Learning exports accordingly and export in chunks to avoid the hard 1,000-record ceiling that applies across SuccessFactors entities. Completions and certifications for non-compliance training are flagged as optional data for the customer's L&D team to decide.
SAP SuccessFactors
Time Off and Absence Balances
Crelate
Out of scope
lossyAbsence entitlements, accrual balances, and time-off request history from SuccessFactors Employee Central have no Crelate equivalent. Crelate does not manage time-off tracking. We do not migrate absence records. The customer receives an export of entitlement balances as a reference CSV for import into their chosen absence management system.
SAP SuccessFactors
Custom MDF Objects
Crelate
Custom Fields or Reference CSV
lossyMDF (Metadata Framework) objects are customer-defined in SuccessFactors with custom field schemas, picklists, effective-dating, and conditional visibility rules. There is no universal export schema for MDF entities. We perform a schema discovery step against the target SuccessFactors generic-object metadata endpoint before building the field map, then decide disposition per object: Crelate custom fields if the MDF data is candidate-relevant, or a structured reference CSV export if it belongs in a different HRIS. MDF effective-dating (start/end validity on records) does not map to any Crelate native mechanism.
SAP SuccessFactors
Attachments and Documents
Crelate
File Attachments or SFTP Archive
1:1Employee and candidate document attachments (offer letters, resumes, performance reviews, compliance documents) export via SuccessFactors Integration Center attachment outbound integrations. We route binary files to an SFTP archive in the customer's cloud storage with a manifest CSV that maps each file to its source record ID, candidate name, and document type. Resume files are linked to the corresponding Crelate Person record where Crelate supports file attachment; other document types are archived and referenced in the manifest.
| SAP SuccessFactors | Crelate | Compatibility | |
|---|---|---|---|
| PerPerson / Employee Central (per candidate record) | Person (Crelate Candidate/Contact)1:1 | Fully supported | |
| Job Requisition / Recruiting requisitions | Job (Crelate)1:1 | Fully supported | |
| Candidate Profile / Application | Person + Application Link1:1 | Fully supported | |
| Foundation Objects: Locations, Divisions, Departments | Tags, Teams, or Custom Fields (Crelate)lossy | Fully supported | |
| Onboarding 2.0 / Onboarding Info | Notes or Tags on Person recordlossy | Fully supported | |
| Talent Intelligence Hub / Competencies and Skills | Tags or Skills on Person recordlossy | Fully supported | |
| Employee Central Payroll / Compensation History | Out of scope / Custom Fieldslossy | Fully supported | |
| Performance Forms and Goal Plans | Out of scopelossy | Fully supported | |
| Learning Enrollments and Certifications | Tags or Certifications Custom Fieldlossy | Fully supported | |
| Time Off and Absence Balances | Out of scopelossy | Fully supported | |
| Custom MDF Objects | Custom Fields or Reference CSVlossy | Mapping required | |
| Attachments and Documents | File Attachments or SFTP Archive1:1 | Mapping required |
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.
SAP SuccessFactors gotchas
Hard 1000-record API transfer ceiling
Default 1000 records per request causes timeout on heavy entities
Talent Intelligence Hub migration produces duplicate competencies
Learning module API has independent rate limits
Custom MDF objects require schema inspection before migration
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 module disposition
We audit the source SAP SuccessFactors tenant across all licensed modules: Employee Central, Recruiting, Learning, Performance, Onboarding, Talent Intelligence Hub, and any custom MDF objects. We map each module to one of three dispositions: migrate to Crelate (recruiting-adjacent data only), export as reference CSV for a separate HRIS, or document as out of scope. We also inventory candidate record volume, job requisition count, application history depth, and any file attachments requiring SFTP routing. The discovery output is a written migration scope document and a per-module disposition matrix signed off by the customer before any data moves.
MDF schema discovery and field mapping design
For any SuccessFactors MDF objects in scope, we run a schema discovery step against the generic-object metadata endpoint to retrieve field names, picklist IDs, effective-dating behavior, and visibility rules before building the field map. MDF schemas are tenant-specific and cannot be assumed from the SuccessFactors documentation alone. We design Crelate custom fields to match the source field type and picklist values, converting SuccessFactors picklist internal IDs to Crelate tag or picklist labels.
Org structure extraction and Crelate tag/team configuration
We extract the full SuccessFactors Foundation Object hierarchy (locations, divisions, departments, business units) as a structured tree. We configure Crelate Tags, Teams, or custom picklist fields to represent these structures and apply them to Person and Job records during migration. The full org tree is also delivered as a reference document so the customer's admin can configure Crelate Teams to match their organizational structure.
Sandbox migration and reconciliation
We run a full migration into a Crelate staging environment using production-like data volume. The customer's recruiting operations lead reconciles record counts (People in, Jobs in, Applications in), spot-checks 25-50 candidate records against the SuccessFactors source, and validates that tags, custom fields, and application status mappings match expectations. Schema corrections, field mapping adjustments, and any duplicate-detection logic are finalized here before production migration begins.
Production migration in dependency order
We run production migration in record-dependency order. Job records are migrated first so that Job Ids are available for linking. Person records (candidates and contacts) are migrated second with Job lookup references resolved. Application records (candidate-to-job associations) are migrated third with Person Id and Job Id resolved. Activity history (notes, emails, tasks tied to candidates or jobs) is migrated last via the Crelate REST API with batch chunking. Learning certifications and competency data are migrated as tags on Person records in a separate thread. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and out-of-scope handoff
We freeze SuccessFactors recruiting writes during cutover, run a final delta migration of any records modified during the migration window, then enable Crelate as the recruiting system of record. We deliver the written workflow and automation inventory to the customer's admin team, the org structure reference document, the MDF object disposition report, and the out-of-scope module inventory (performance, payroll, absence, learning full history) with suggested alternative systems. We support a one-week hypercare window for reconciliation issues. We do not rebuild SuccessFactors workflows in Crelate or migrate performance, payroll, and absence data as part of the standard ATS migration scope.
Platform deep dives
SAP SuccessFactors
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 SAP SuccessFactors 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
SAP SuccessFactors: 40 req/sec for OData APIs, 20 req/sec for SFAPIs; Learning OData APIs have separate stricter limits.
Data volume sensitivity
SAP SuccessFactors exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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