HRMS migration

Migrate from Wizehire to Recruit CRM & ATS

Field-level mapping, validation, and rollback between Wizehire and Recruit CRM & ATS. We move data and schema; workflows are rebuilt natively in Recruit CRM & ATS.

Wizehire logo

Wizehire

Source

Recruit CRM & ATS

Destination

Recruit CRM & ATS logo

Compatibility

58%

7 of 12

objects map 1:1 between Wizehire and Recruit CRM & ATS.

Complexity

BStandard

Timeline

2-3 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from Wizehire to Recruit CRM is a structural migration for SMB teams that have outgrown Wizehire's single-profile model. Wizehire creates separate Candidate records for the same person applying to different jobs, so we deduplicate by email and preserve application history under one unified candidate profile in Recruit CRM. DISC+ personality assessment scores and screening question responses migrate as custom fields since Recruit CRM does not have a native DISC+ field. Pipeline stages map to Recruit CRM's workflow stages, and we deliver a written inventory of any Wizehire-specific interview guides or job templates that require manual recreation in Recruit CRM. Workflows, automations, hiring coach session history, and premium job board placement data do not migrate; we document these for your admin to rebuild post-cutover.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Wizehire logo

Wizehire

What's pushing teams away

  • Does not have the technology enhancements of traditional ATS systems — enterprise users switching from tools like Greenhouse or Lever find it feels limited, clunky, and lacking in configurability.
  • Interview request tools are not very customizable — teams that need structured, branded interview workflows outgrow what WizeHire offers out of the box.
  • Candidate applications are not linked across multiple jobs — the same person applying to two different roles creates two separate candidate records with no shared profile to consolidate them.
  • Messaging and candidate communication features are unreliable — users report that in-app messaging sometimes fails to deliver, creating gaps in candidate conversation history.
  • Job board placement is not premium by default — getting featured placement on job boards requires paying an additional fee on top of the subscription, which surprises customers who expected inclusive distribution.

Choosing

Recruit CRM & ATS logo

Recruit CRM & ATS

What's pulling them in

  • Agencies choose Recruit CRM for its full customizability — pipelines, stages, and fields can be tailored to any recruitment workflow without developer involvement.
  • Small teams value the built-in CRM and ATS combined in one subscription, eliminating the need to purchase and sync separate systems.
  • The Chrome extension for one-click LinkedIn profile collection streamlines candidate sourcing and reduces manual data entry for recruiters.
  • Responsive customer support with fast issue resolution is consistently cited as a reason teams stick with the platform long-term.
  • Automation options including email sequences and workflow triggers allow recruitment agencies to reduce repetitive manual outreach tasks.

Object mapping

How Wizehire objects map to Recruit CRM & ATS

Each row shows how a Wizehire object lands in Recruit CRM & ATS, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Wizehire

Job

maps to

Recruit CRM & ATS

Job

1:1
Fully supported

Wizehire Jobs map directly to Recruit CRM Job records. Each Job carries title, description, status (open/closed/paused), location, department, and pipeline stages. We export the job status and map it to Recruit CRM's status field. Job board distribution metadata from Wizehire (which boards received the posting) does not transfer since Recruit CRM manages its own board integrations independently.

Wizehire

Candidate

maps to

Recruit CRM & ATS

Candidate

many:1
Fully supported

Wizehire creates a separate Candidate record for each application even when the same person applies to multiple jobs. We identify duplicates by matching email addresses across Wizehire Candidate records, merge them into a single Recruit CRM Candidate profile, and link all applications to that unified record. This deduplication pass is run as a pre-migration data quality step so you can review and confirm the merge decisions before we load data into Recruit CRM.

Wizehire

Application

maps to

Recruit CRM & ATS

Application

1:1
Fully supported

Each Wizehire Application links a Candidate to a Job and stores the status progression (Applied, Screening, Interview, Offer, Hired, Rejected) with stage transition timestamps. We preserve the full application timeline and attach it to the deduplicated Candidate record in Recruit CRM. Application history audit trails are migrated as activity entries linked to the Application.

Wizehire

DISC+ Assessment

maps to

Recruit CRM & ATS

Custom Field (multi-select text)

lossy
Fully supported

Wizehire stores DISC+ personality profile results per candidate as structured data including the four quadrants (Dominance, Influence, Steadiness, Conscientiousness) and behavioral indicators. Recruit CRM does not have a native DISC+ field. We export the structured results and map them to a custom multi-select or long-text field on the Candidate record that you define during schema design. The customer decides on field naming and format during scoping.

Wizehire

Scorecard

maps to

Recruit CRM & ATS

Candidate Scorecard

1:1
Fully supported

Hiring managers create scorecards with custom criteria to evaluate candidates. We export scorecard template names, individual rating values, and the evaluator name per application. These map to Recruit CRM's candidate scorecard or evaluation feature, with the score values preserved as numeric or rating fields tied to the application record. Scorecard templates that do not have an exact Recruit CRM equivalent are documented as configuration items for your admin to rebuild.

Wizehire

Screening Question

maps to

Recruit CRM & ATS

Custom Field or Application Note

lossy
Fully supported

Wizehire job postings can include custom pre-screening questions with candidate responses stored per application. We export the question text and candidate answer pairs. These map to Recruit CRM custom fields on the application or to structured notes attached to the candidate profile, depending on whether the question is job-specific or reusable across roles. Questions that use complex branching logic require manual rebuild in Recruit CRM's form builder.

Wizehire

Background Check

maps to

Recruit CRM & ATS

Background Check Flag (custom field)

lossy
Fully supported

Wizehire integrates with third-party background check providers and stores a pass/fail flag and provider name per candidate or application. We export the flag value and provider name and map them to a custom field on the Candidate or Application record in Recruit CRM. The actual background check report documents do not transfer; only the status flag is migrated.

Wizehire

Hiring Pipeline Stage

maps to

Recruit CRM & ATS

Pipeline Stage

lossy
Fully supported

Wizehire's default pipeline (Applied, Screening, Interview, Offer, Hired, Rejected) can be customized per account. We export the stage names, order, and any custom stage labels and map them to Recruit CRM pipeline stages. We preserve the stage order and probabilities where available so that Recruit CRM's pipeline view reflects the original hiring workflow.

Wizehire

Candidate Note

maps to

Recruit CRM & ATS

Note

1:1
Fully supported

Hiring team members leave text notes on candidate profiles in Wizehire with author name and timestamp. We export all notes and map them to Recruit CRM's note or comment feature attached to the candidate profile. Note timestamps are preserved to maintain the audit trail of team interactions on each candidate.

Wizehire

Candidate Tag

maps to

Recruit CRM & ATS

Tag or Label

1:1
Fully supported

Wizehire users apply tags to candidates for filtering and categorization. Tags migrate as labels or tag values on the Candidate record in Recruit CRM. We export the full tag list per candidate and map each tag to the destination tag field, preserving any tag-based segmentation logic you use in Wizehire.

Wizehire

User / Team Member

maps to

Recruit CRM & ATS

User

1:1
Fully supported

Wizehire user accounts (hiring managers, admins) with roles and names are exported and mapped to Recruit CRM user accounts by email match. Owner assignments on Jobs, Candidates, and Applications are resolved using the User mapping. Any Wizehire user without a matching Recruit CRM account goes to a reconciliation queue for your admin to provision before record import resumes.

Wizehire

Job Template

maps to

Recruit CRM & ATS

Configuration Record (documentation only)

1:1
Fully supported

Wizehire provides 100+ industry-tested job templates stored per account. We export template names and content as text records. Recruit CRM does not have a native job template object, so we deliver these as a documented reference list your admin can use to create new job templates or job description libraries in Recruit CRM post-migration.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Wizehire logo

Wizehire gotchas

High

Billing does not stop when all jobs are closed

High

No documented public bulk API

Medium

Candidate duplication across multiple job postings

Recruit CRM & ATS logo

Recruit CRM & ATS gotchas

High

API rate limits are license-scaled and can throttle bulk migration

Medium

Custom field schemas vary per organization and require field-level mapping

Medium

Files and email attachments require separate extraction and re-upload

Low

Email sequences and automation logic do not transfer between platforms

Pair-specific challenges

  • Wizehire has no documented public bulk export API

    Wizehire does not publish a public bulk export API in its developer documentation. All migration data must be requested through their support team or manually exported from the application. This coordination adds lead time to the project. We handle the outreach to Wizehire support, receive the data in whatever format they provide, normalize it into our migration pipeline, and transform it to match Recruit CRM's schema. If Wizehire support requires a specific data request process or approval chain, we navigate that on your behalf and factor the timeline into the project schedule.

  • Candidate records duplicate across multiple job postings

    When the same person applies to multiple different job postings in Wizehire, the system creates separate Candidate records for each application rather than linking them to a single unified profile. During migration, this results in duplicate candidate records that we identify by email address match. We deduplicate these as a pre-migration data quality step and present the merge plan for your review. You decide whether to merge records before we load them into Recruit CRM. Skipping deduplication means your Recruit CRM instance starts with fragmented candidate histories that require manual cleanup.

  • DISC+ assessment results require custom field configuration

    Wizehire stores DISC+ personality profile results as structured data per candidate. Recruit CRM does not have a native DISC+ assessment field. We map the four quadrant scores (Dominance, Influence, Steadiness, Conscientiousness) and behavioral indicators to a custom field or long-text field that you define during schema design. This requires a field configuration step before data load. We do not interpret or score the DISC+ results; we transfer the raw structured data so your team can interpret it in Recruit CRM using your existing DISC+ framework.

  • Interview guides and job templates are not native in Recruit CRM

    Wizehire interview guides attached to jobs and its 100+ industry job templates are exportable as text and structure but do not map to a native Recruit CRM object. Recruit CRM does not have an interview guide or job template library feature out of the box. We export these as structured documentation and deliver them as a written reference list for your admin to recreate in Recruit CRM's job builder or as a separate internal knowledge base asset. This is a manual rebuild step outside the data migration scope.

  • Hiring coach session history does not migrate

    Wizehire's hiring coach support provides human guidance sessions that are tracked within the Wizehire platform. The session history, coach notes, and coaching recommendations stored in Wizehire are not exposed through export and have no equivalent in Recruit CRM. We do not migrate hiring coach session data. If you rely on coaching recommendations for candidate decisions, those records remain in Wizehire and you should export them manually before your cutover date.

Migration approach

Six steps for a successful Wizehire to Recruit CRM & ATS data migration

  1. Discovery and Wizehire export coordination

    We audit your Wizehire account for all record types in scope: Jobs, Candidates, Applications, DISC+ assessments, scorecards, screening questions, background check flags, pipeline stages, notes, tags, and user accounts. We also identify candidate duplication candidates by email. Simultaneously, we initiate the Wizehire support request for a bulk data export since no public API is available. The discovery output is a written migration scope document that lists record counts per object, the export format Wizehire provides, and a deduplication plan for your review and sign-off.

  2. Schema design and custom field configuration

    We design the Recruit CRM schema to receive the Wizehire data. This includes creating any custom fields needed for DISC+ scores (multi-select or long-text), background check flags, and any Wizehire custom properties that lack a native Recruit CRM equivalent. We map the Wizehire pipeline stages to Recruit CRM pipeline stages, preserving order and probability values. The schema design is validated in Recruit CRM's sandbox or a trial environment before any data loads. We configure tags, labels, and picklist values to match the Wizehire taxonomy.

  3. Deduplication pass and data mapping

    We run the candidate deduplication pass using email as the match key. For each email address appearing across multiple Wizehire Candidate records, we consolidate the records into a single Recruit CRM Candidate profile and attach all associated applications. The deduplication plan is shared with your team for review. We also map field-by-field from the Wizehire export format to Recruit CRM's field API names, applying any format transformations (date formats, phone number normalization, enum value mapping) required by Recruit CRM's field validation rules.

  4. User and owner reconciliation

    We extract every distinct Wizehire user referenced on Jobs, Candidates, Applications, and scorecards and match them by email against the Recruit CRM destination account's user list. Any Wizehire owner without a matching Recruit CRM user goes to a reconciliation queue. Your Recruit CRM admin provisions the missing users before we proceed to record import. Migration cannot complete with unresolved Owner references because Recruit CRM requires an OwnerId on most standard objects.

  5. Production migration in dependency order

    We run production migration in record-dependency order: Users (validated), Jobs (pipeline stages configured), Candidates (deduplication applied), Applications (with CandidateId and JobId resolved), DISC+ assessment scores (custom field), scorecards, screening question responses, background check flags, notes, and tags. Each phase emits a row-count reconciliation report before the next phase begins. We use Recruit CRM's bulk import tools or API with batch chunking and rate-limit handling.

  6. Cutover, validation, and documentation handoff

    We freeze Wizehire writes during cutover and run a final delta migration of any records modified during the migration window. We validate record counts in Recruit CRM against the Wizehire source totals and spot-check 25-50 records for data accuracy. We deliver the written inventory of job templates, interview guides, and any Wizehire-specific features (hiring coach session history, premium board placement data) that do not migrate. We support a one-week hypercare window for reconciliation issues. Workflows and automations require manual rebuild in Recruit CRM and are documented separately for your admin.

Platform deep dives

Context on both ends of the pair

Wizehire logo

Wizehire

Source

Strengths

  • Single job post distributes to 100+ job boards simultaneously without manual reposting.
  • DISC+ personality assessment is included at every tier, giving small teams structured candidate evaluation out of the box.
  • Hiring coaches provide human guidance on job ad writing, candidate filtering, and offer decisions.
  • Flat monthly pricing ($249–$449) is predictable and far below enterprise ATS monthly seat costs.
  • Integrates directly with ADP for payroll sync and HRIS integrations, reducing downstream onboarding friction.

Weaknesses

  • Interview request and communication tools are limited compared to traditional ATS platforms.
  • No native feature for linking the same candidate across multiple open roles — candidates are siloed per application.
  • Premium job board placement is not included in the base subscription and requires an additional paid add-on.
  • API documentation is not publicly available, limiting automated migration and integration options.
  • Billing continues even when all job postings are closed, which surprises customers expecting their subscription to pause.
Recruit CRM & ATS logo

Recruit CRM & ATS

Destination

Strengths

  • Fully customizable pipelines, stages, and fields without requiring developer involvement
  • Combines recruitment CRM and ATS in one subscription for staffing agencies and small teams
  • Built-in email sequences and automation reduce manual outreach work
  • Chrome extension enables one-click LinkedIn profile collection directly into the CRM
  • Responsive customer support cited across multiple reviews with fast resolution times

Weaknesses

  • Several features are gated as paid add-ons rather than included in the base subscription
  • Email functionality has been reported as unreliable by multiple users
  • Interface occasionally lags during high-activity periods in large pipelines
  • Pricing is considered higher than comparable recruitment CRMs by some customers
  • Limited native reporting — users request pre-made report exports rather than manual data pulls

Complexity grading

How hard is this migration?

Standard HRMS migration. 1 of 7 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Wizehire and Recruit CRM & ATS.

  • Object compatibility

    B

    1 of 7 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    7-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Wizehire: Not applicable..

  • Data volume sensitivity

    B

    Wizehire doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Wizehire to Recruit CRM & ATS migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Wizehire to Recruit CRM & ATS data migrations

Answers to the questions buyers ask most during Wizehire to Recruit CRM & ATS migration scoping. Not seeing yours? Book a call.

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Most migrations land between two and three weeks for accounts under 5,000 Candidates and 500 Jobs with straightforward pipeline configurations. Migrations with significant candidate duplication (same person applying to multiple jobs), DISC+ assessment data, scorecard history, or multiple custom fields move to four to six weeks because of the deduplication pass, custom field schema build, and interview guide documentation. The Wizehire export coordination step adds variable lead time depending on their support team's response time, since no public bulk API is available.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Wizehire.
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