Migrate from TalentNest to Zoho Recruit

TalentNest Candidates map to Zoho Recruit Candidates. Contact details, résumé, demographics, and notes transfer as typed fields. TalentNest stores original application submission timestamps in its audit trail; we export those separately and set the Canonical Date field in Zoho Recruit rather than relying on the TalentNest application date field, which resets on record touch. The Last Name field is mandatory in Zoho Recruit; any TalentNest candidate without a last name is flagged and assigned 'Not Provided' per Zoho Recruit's import requirements.

TalentNest Jobs map to Zoho Recruit Job Openings. Job title, description, location, and employment type transfer directly. The TalentNest workflow stage configuration becomes a Zoho Recruit pipeline stage set. Job board distribution settings (which boards were active at posting) are exported as a property and flagged for manual re-creation in Zoho Recruit's job board configuration since Zoho Recruit manages distribution per plan tier rather than per job.

TalentNest Applications (the junction record linking Candidate to Job with status, rating, and stage) map to Zoho Recruit Applications. The stage history transfers as a structured activity log. We preserve the original application submission timestamp from the audit trail as a custom date field in Zoho Recruit, since the standard application date in TalentNest will reflect the last touch date for recently modified records.

TalentNest stores proprietary screening diagnostics as job-specific custom fields on Applications with non-standardized schemas. We export all numeric and text screening fields as key-value pairs and map them to Zoho Recruit's Assessments module. Since TalentNest assessment schemas vary by job configuration, we group each assessment set by its source Job and provide a written field-mapping table for your admin to match each TalentNest screening instrument to the equivalent Zoho Recruit assessment field type. Any screening instruments with no Zoho Recruit equivalent are flagged in the migration report.

TalentNest workflow stages (e.g., Review Candidate, Interview, Offer) map to Zoho Recruit pipeline stages. We export the full stage definition including stage name, order, and probability. Email and SMS triggers attached to stages do not migrate as automation code; they are exported as template body and trigger-condition records and delivered as a written rebuild guide for Zoho Recruit Blueprint and Workflow Rules. Stage-specific actions are not transferable across platforms.

TalentNest User accounts map to Zoho Recruit Users. We export name, email, role, and assignment history. Users are resolved by email match during import. Any TalentNest user without a corresponding Zoho Recruit account is held in a reconciliation queue for your admin to provision before the candidate and job imports proceed, per Zoho Recruit's requirement that Owner fields reference valid Users.

Recruiter notes attached to candidate profiles in TalentNest migrate to Zoho Recruit Notes linked to the corresponding Candidate record. Author name, timestamp, and full note body transfer. We set the note creation date to the original TalentNest timestamp to preserve the activity timeline ordering. Notes without a resolvable parent Candidate are held in a separate import queue and flagged for review.

TalentNest Referral tracking is available on Business and Enterprise tiers. Referral source data stored on the Application record maps to a referral source picklist field in Zoho Recruit. If your TalentNest account is on Startup or Growth tier, referral fields will be absent from the export; we explicitly document this gap so you can decide whether to upgrade before migration or accept the missing data. We do not migrate referral tracking as a separate object; the referral source becomes a labeled property on the Application.

The TalentNest Talent CRM (Growth and above) stores passive candidate profiles outside active job applications. We export all CRM candidate records as Candidate objects in Zoho Recruit with a custom field source_crm__c set to 'TalentNest Talent CRM' to distinguish them from application-linked candidates. Candidates in the Talent CRM that are not linked to any active job application are flagged separately so your team can decide whether to import them as passive talent pool records or exclude them from the initial migration scope.

TalentNest email and SMS templates tied to workflow stages are exported as template records with body, subject, and metadata. Template IDs are proprietary to TalentNest and cannot be imported into Zoho Recruit. We deliver the template bodies as text and HTML files alongside a written template recreation guide that maps each TalentNest template to Zoho Recruit's Email Templates module. Your admin rebuilds the templates manually or with Zoho Recruit's template editor post-migration.

TalentNest job board distribution configuration (30+ aggregators) is stored per Job. We export the distribution list as a property flagging which boards were active at the time of posting. Zoho Recruit manages job board distribution by plan tier rather than per job, so the active distribution list is documented as a rebuild recommendation for your admin to reconfigure inside Zoho Recruit's job board settings. The list of previously active boards is preserved in the migration report for reference.

TalentNest pre-screen and demographic questions stored as custom fields on Applications are exported with field type, label, and answer options. We map these to Zoho Recruit custom fields in the appropriate module using Zoho Recruit's supported field types (Picklist, Multi-Select Picklist, Text, Number, Checkbox, Date, Phone, Email). Custom fields are not available in the Zoho Recruit Free Edition; if your destination is Free tier, these fields must be mapped to standard fields or deferred. Lookup fields require Professional or above tier in Zoho Recruit.

TalentNest application stage transitions (timestamp, from-stage, to-stage, triggered by) are exported as structured activity records. We map them to Zoho Recruit Activity history entries tied to the Application and Candidate. The original transition timestamps are preserved to maintain the stage progression timeline in Zoho Recruit's candidate activity feed.

Candidate and application ratings from TalentNest transfer to the Zoho Recruit Candidate Rating field. Star ratings or numeric scores are mapped directly. If TalentNest uses a non-standard rating scale (e.g., 1-100 rather than 1-5), we flag the discrepancy and map to the closest Zoho Recruit equivalent so your team can validate the rating distribution post-migration.

Candidate résumé files and attachments stored in TalentNest are exported and mapped to Zoho Recruit Attachments linked to the corresponding Candidate record. File type, original filename, and file size are preserved. We handle attachments as bulk binary transfers separate from the CSV-based record import, and validate attachment counts against the candidate record count as part of the migration reconciliation report.