Migrate from Unatrix to Zoho Recruit

Unatrix User records map to Zoho Recruit Users. We resolve by email match against the destination Zoho Recruit org's User table. Zoho Recruit requires at least two users in the destination account before migration can proceed. Users with an existing separate Zoho Recruit account must close that account before import; we flag these during scoping. Active versus inactive status, role assignments, and department hierarchy migrate as profile and role settings in Zoho Recruit.

Unatrix Client records map directly to Zoho Recruit Clients module. Client name, address, industry, website, and contact information transfer to the corresponding Zoho Recruit fields. The Client record must exist in Zoho Recruit before Job Openings that reference it can be imported, enforcing the Clients-first sequencing rule. Client-specific metadata (billing contact, contract terms stored in Unatrix custom fields) maps to Zoho Recruit custom fields configured during schema discovery.

Unatrix Candidate records map to Zoho Recruit Candidates. Standard fields (name, email, phone, current title, location) transfer 1:1. Zoho Recruit requires Last Name as a mandatory field for all Candidate imports; records without a Last Name value must be set to 'Not Provided' or a similar placeholder before import. We extract skills and qualifications from Unatrix and map them to Zoho Recruit's Candidate Skills section, applying the normalization map built during discovery.

Unatrix Qualifications are extracted from CVs and tagged using a tenant-specific taxonomy that varies between organizations. Zoho Recruit uses a configurable Skills field on the Candidate object without a mandatory hierarchy. During discovery we extract the full Unatrix qualification taxonomy (skill names, categories, and any hierarchical relationships), then build a normalization map that collapses the tenant taxonomy to flat skill tags in Zoho Recruit. Skills that have no equivalent in the destination become custom Candidate fields if the customer requests preservation.

Unatrix Job records map to Zoho Recruit Job Openings. Job title, description, requirements, status, and assigned Client reference transfer to the corresponding Zoho Recruit fields. The Job-to-Client link is preserved through the Client Lookup field in Zoho Recruit, which requires the Client record to be imported first. Job status (open, filled, closed) maps to Zoho Recruit's Job Opening status field. Required qualifications on the Job are mapped to the Job Opening's skill requirements using the same normalization map applied to Candidate skills.

Unatrix Projects represent staffing engagements linking Candidates to Jobs under a Client, with placement metrics and performance data. Zoho Recruit has no native Project object, so we map this to a Custom Module (Enterprise tier) with custom fields for engagement metadata, or to a Deal with structured custom fields (Standard tier). The Project-Candidate-Job relationship is preserved as junction records in the Custom Module or as linked Deal-Candidate associations. We document the chosen structure during scoping and the customer's Zoho Recruit edition determines which approach applies.

Unatrix tracks candidate applications linking a Candidate to a Job through the Project engagement. Zoho Recruit has a native Application record that links Candidate to Job Opening with status (new, screening, interview, offer, hired, rejected) and submission date. We map Unatrix application records to Zoho Recruit Applications using Candidate email and Job reference as the dedupe key. Application status maps to the nearest Zoho Recruit Application status value; custom status stages in Unatrix require configuration in Zoho Recruit before import.

Unatrix interview schedules with date ranges and assigned team members map to Zoho Recruit Interviews. Interview type (phone, video, onsite), scheduled date and time, interviewer assignment, and location transfer to the corresponding Zoho Recruit fields. We resolve interviewer assignments by email match to Zoho Recruit Users. Candidate and Job Opening references on the Interview link back to the migrated records via Lookup resolution.

Unatrix notes attached to Candidate, Job, or Client records migrate to Zoho Recruit Notes. We preserve the note body, author, created date, and the parent record reference. Tasks assigned to team members migrate to Zoho Recruit Tasks with Status (open, completed), Priority, Due Date, and Assigned To resolved by email match to Users. Notes and Tasks import after the parent record (Candidate, Job, Client) is confirmed in Zoho Recruit to satisfy Lookup requirements.

Unatrix CVs and attachments stored against Candidate records are extracted as binary files. We migrate file names, content where accessible via the Unatrix REST API, and the Candidate association. Files are uploaded to Zoho Recruit's Document Library and linked to the corresponding Candidate record via Attachment records. Large binary file sets require chunked upload handling; we flag this during scoping if the candidate database includes a high volume of attachments.

Unatrix custom fields on Candidate and Job objects and the tagging system for qualifications are tenant-specific. We identify all custom field schemas during discovery, map them to Zoho Recruit custom fields of the equivalent type (text, number, date, picklist, checkbox), and configure the destination schema before data import. Zoho Recruit Standard tier supports up to 50 custom fields per module; Enterprise supports 300 per module. We flag any schema that exceeds the destination tier's limit for discussion before migration proceeds.

Unatrix KPI dashboards and report configurations are generated from raw data and do not export as self-contained objects. We do not migrate these. We extract the underlying data records (Candidates, Jobs, Applications, placement metrics) so that equivalent reports can be rebuilt in Zoho Recruit's Standard Reports (included in Standard and Enterprise tiers) or Advanced Analytics with Zoho Analytics (Enterprise tier add-on). We deliver a written report inventory listing every Unatrix report with its data sources and recommended Zoho Recruit equivalent.