Migrate from Screenloop to Recruit CRM & ATS

Screenloop Candidate records transfer to Recruit CRM Candidate with standard fields (name, email, phone, location, application date, source). Stage history is exported as a timestamped pipeline event log and attached as a custom notes block or structured activity entries per candidate so the hiring timeline is preserved. We flag any candidates attached to inactive or archived Jobs as requiring a destination Job to be created or re-associated before import.

Screenloop Job postings transfer to Recruit CRM Job records with title, department, location, employment type, and description. Active versus closed status is preserved. Job-specific custom fields are extracted with their data types during the audit phase and mapped to Recruit CRM custom fields on Job. We flag any job-level scorecard templates associated with each Job so the customer can configure evaluation forms in Recruit CRM before candidate import.

Screenloop's configurable stage names and ordering (e.g., Applied, Screening, Interview, Offer) map to Recruit CRM pipeline stages on the Candidate record. Stage transition timestamps are preserved as date fields on the candidate's activity timeline. We extract the full stage configuration per Job during the audit and provide a mapping spreadsheet so the customer can align stage names between platforms before import.

Screenloop scorecard structured ratings and free-text feedback transfer to Recruit CRM interview evaluation fields. The rating criteria and weightings are Screenloop-native and must be manually recreated in Recruit CRM's evaluation form builder per Job or per team; we extract the full scorecard schema during the audit and provide a field-level mapping document so the customer aligns criteria before final import. AI-generated scorecard notes from the Interview Intelligence layer transfer as free-text fields.

Screenloop interview records (scheduled date, interviewer assignment, interview type, duration, outcome) transfer to Recruit CRM Interview records linked to the candidate and Job. The Interview Intelligence transcript text migrates as a structured text field. Raw audio files cannot be programmatically pulled from Screenloop; we flag this and advise customers to request audio exports directly from Screenloop support if required for compliance or legal purposes.

Screenloop Reference survey responses (referee name, relationship, submission date, soft-skill feedback) transfer as structured text notes on the Recruit CRM Candidate record. The automated survey delivery and referee-facing flow is Screenloop-native and does not migrate; we document the Reference structure in the inventory so the customer can configure a replacement process in Recruit CRM or a linked survey tool.

Background check records including check type, provider, status, and outcome summary transfer to Recruit CRM Candidate as structured custom fields and a status indicator. Raw PDF reports from third-party providers cannot be exported through Screenloop's interface; we flag this and advise the customer to retrieve provider reports directly or store them outside Recruit CRM.

Screenloop Interviewer Training module completion records per user transfer to Recruit CRM as a structured notes block on the relevant User or Candidate record indicating module name, completion date, and score. The actual training video content and assessment files are Screenloop-hosted and do not migrate; we provide an inventory of completed modules so the customer can reassign or recreate training in Recruit CRM's context.

Screenloop User accounts transfer to Recruit CRM Users with name, email, and role (Admin, Hiring Manager, Recruiter, Interviewer). Owner-to-candidate associations are preserved so interview attribution and assignment history remain intact. We resolve Screenloop owner references to Recruit CRM User records by email match; any Screenloop owner without a matching Recruit CRM User is placed in a reconciliation queue for the customer's admin to provision before import continues.

Screenloop custom fields on Candidates, Jobs, and Interviews are exported with their data types (text, number, date, single-select, multi-select) and current values. We apply a field-level mapping step to align each custom field to the equivalent Recruit CRM custom field on the corresponding object. Multi-select values from Screenloop map to Recruit CRM multi-select picklists; single-select maps to a dropdown. The customer validates the destination custom field schema during the sandbox migration phase.