Migrate from Toast to Bullhorn ATS & CRM

Toast Employee records (names, roles, contact information, permissions) map directly to Bullhorn Candidate records. We use email as the primary dedupe key during import. Toast's employee roles map to Bullhorn's specialty and occupation fields. The original Toast employee ID is preserved in a Bullhorn custom field toast_employee_id__c for reconciliation. Employee status (active, inactive) maps to Candidate status. Note: Toast does not expose compensation history or payroll data via API; salary, bonus, and commission data are not available for migration.

Toast employees who will log in to Bullhorn as recruiters or admins map to Bullhorn User records. We match by email address. Any Toast employee who should have Bullhorn access but lacks a matching Bullhorn User goes to a reconciliation queue for the customer's Bullhorn admin to provision before record import. Bullhorn requires a minimum of one active User per seat on paid tiers.

Toast Time Entries (clock-in, clock-out, break duration, hours worked) map to Bullhorn Task records with TaskSubtype=Meeting (the closest native Bullhorn activity type) or as custom fields on the Candidate record depending on the customer's preference. Overtime flags and timesheet notes migrate to custom fields. Bullhorn does not have a native timesheet or payroll object in the core ATS; agencies needing full timekeeping should consider Bullhorn Onboarding (formerly Able) as a parallel implementation. We flag this option during scoping.

Toast Shifts (scheduling windows, role assignments, availability) have no native Bullhorn equivalent. We map shift data to Bullhorn custom fields on the Candidate record: shift_role__c, shift_start__c, shift_end__c, shift_day_of_week__c. Custom fields require Bullhorn Front Office Growth or Enterprise tier; Bullhorn ATS and ATS Growth tiers do not support custom objects with the field count needed for shift data. We verify the destination Bullhorn edition during scoping and flag any upgrade requirement before configuration begins.

Toast Guest profiles (visit history, preferences, loyalty points) can map to Bullhorn Lead or ClientContact depending on whether the customer treats guests as prospective staffing candidates or as restaurant-client contacts. Most staffing agencies will not migrate guest profiles. If the customer requires migration, we map to Lead for prospective contacts and ClientContact for existing relationships, preserving loyalty points in a custom field and visit frequency in a custom field. Note: Bullhorn is not designed for loyalty program management; this mapping is a best-effort translation.

Toast floor plan data (table layout, server assignments, section boundaries) has no Bullhorn equivalent. Bullhorn is a recruiting and staffing CRM, not a restaurant operations platform. We do not migrate table records. We provide a CSV export of the Toast Tables and Sections data so the customer's Bullhorn admin has a record of what existed for reference if needed.

Toast Orders (transactional order records with item-level detail, payment status, server attribution) have no Bullhorn equivalent. Bullhorn does not track sales transactions, order line items, or payment status. We do not migrate Orders. We provide a CSV export of the Toast order history for the customer's records.

Toast Payment records (transaction-level payment method, card type, authorization codes, settlement status) have no Bullhorn equivalent. Bullhorn does not process or track payment transactions. We do not migrate Payments. We provide a CSV export for the customer's financial records.

Toast Menu Items and Modifiers have no Bullhorn equivalent. Bullhorn is a staffing and recruiting platform, not a restaurant operations system. Menu configuration cannot migrate. We provide a CSV export of the Toast menu structure for reference.

Toast Inventory (stock levels, product mix reports, receiving records) has no Bullhorn equivalent. Bullhorn does not manage inventory or purchasing. We do not migrate Inventory. We provide a CSV export for the customer's records.

Toast Vendors and Purchase Orders are not exposed via public API and cannot be reliably exported. Bullhorn has no vendor management or purchasing functionality. We do not migrate this data. We note the absence in the scope document.

Toast Cash Management (drawer tracking, bank deposits, cash-over-short reports) has no Bullhorn equivalent. Bullhorn does not handle cash management or accounting. We do not migrate this data. We provide a CSV export for the customer's financial records.