Migrate from Screenloop to Zoho Recruit

Screenloop Candidates map directly to Zoho Recruit Candidates. Standard fields (full name, email, phone, location, application date, source) migrate as typed fields in Zoho Recruit. Stage history from Screenloop's pipeline log is reconstructed as timestamped notes attached to the Zoho Recruit Candidate record since Zoho Recruit tracks stage changes as standard pipeline activity. We apply the same email-based deduplication logic used across both platforms to avoid creating duplicate candidate records.

Screenloop Job postings map to Zoho Recruit Job Openings with title, department, location, employment type, and description preserved. Active versus closed status transfers directly. Any Screenloop job-specific custom fields (recruiter assigned, hiring manager, department head) are mapped to Zoho Recruit custom fields on Job Openings during the field alignment phase before import.

Screenloop's configurable pipeline stages (Applied, Screening, Interview, Offer, and any custom stages) map to Zoho Recruit's Interview Stages tied to the job-specific workflow. Stage ordering and stage-specific rules are extracted from Screenloop and documented as a Zoho Recruit workflow configuration guide so the customer's admin can apply them to each Job Opening post-migration. Stage transition timestamps are preserved as Activity notes on the Candidate record.

Screenloop scorecard structures (rating criteria, weighting, free-text fields) are extracted as a structured schema during the audit phase. Since Zoho Recruit's evaluation forms use a different data model, we map each Screenloop rating criterion to a Zoho Recruit custom field on the Candidates module, with rating scale alignment documented in the mapping spreadsheet. The customer's admin recreates the evaluation form template in Zoho Recruit using the extracted schema as a reference.

Screenloop Interview records (scheduled date, interviewer assignment, interview type, duration, outcome) map to Zoho Recruit Interview records. Screenloop's Interview Intelligence transcript text migrates as a note attached to the Zoho Recruit Interview record. Raw audio files are not accessible via any documented endpoint and are flagged for the customer to request directly from Screenloop support if required for compliance.

Screenloop's Modern Referencing records (referee name, relationship, submission date, feedback) are mapped to the Candidate's reference data section in Zoho Recruit. If the customer uses reference feedback for compliance tracking, we can alternatively create a custom Reference module in Zoho Recruit with equivalent fields. The referee feedback text migrates as structured text fields.

Background check records (check type, provider, status, outcome summary) from Screenloop transfer as structured fields to Zoho Recruit. Raw PDF reports from Screenloop's Certn integration are not programmatically accessible; we flag this and advise the customer to request PDF exports directly from Certn or Screenloop support post-migration. Status and outcome summary data migrates to a custom section on the Candidate record.

Screenloop User accounts (Admin, Hiring Manager, Recruiter, Interviewer) map to Zoho Recruit User accounts by email match. Role assignments are preserved in a custom field on the Zoho User record so that the customer's admin can map Screenloop roles to Zoho Recruit roles during onboarding. Interviewer attribution on Candidate records is resolved via the email match at migration time.

Custom fields on Candidates, Jobs, and Interviews export with their data types (text, number, date, single-select, multi-select) and current values. We apply a field-level mapping step to align each Screenloop custom field to an equivalent Zoho Recruit custom field, creating the destination field in Zoho Recruit if it does not already exist before import. Multi-select picklists in Screenloop map to Zoho Recruit multi-select fields using the same delimiter convention.

Screenloop Interviewer Training completion records (which modules each user completed and assessment scores) migrate as custom fields or structured notes on the Zoho Recruit User record. The actual training video content, slides, and interactive assessments do not transfer and must be rebuilt or re-uploaded in Zoho Recruit's training materials section if the customer wants to maintain interviewer training within the ATS.

Screenloop accumulates pipeline event history (stage changes, interview outcomes, note additions) as candidate activity. Since no bulk export endpoint exists for historical transaction logs, we reconstruct stage history by querying accessible candidate records individually. For accounts with fewer than 5,000 candidates, this yields a complete event timeline. Accounts with 10,000+ candidates may have incomplete event timelines; we flag gaps in the audit report and advise requesting historical export assistance from Screenloop support.

Screenloop workflows and automation rules are not migrated. Screenloop's property-triggered workflow model differs structurally from Zoho Recruit's workflow builder. We deliver a written inventory of every active Screenloop workflow with its trigger, conditions, and actions, plus a Zoho Recruit equivalent recommendation for each. The customer's admin rebuilds these in Zoho Recruit's workflow section post-migration.