Migrate from X0PA AI to Crelate

X0PA AI job records map to Crelate Job. We extract Job Title, Description, Location, Department, Employment Type, and open/closed status from X0PA CSV exports. Workflow stage configuration per job is extracted separately and mapped to Crelate JobCategory values, which requires customer validation of stage names and ordering. The job's assigned Recruiter (Owner) resolves by email match to a Crelate Person record.

X0PA Candidate records map to Crelate Person. All standard contact fields (name, email, phone, address, LinkedIn URL) migrate directly. AI-generated scores per candidate per requisition are flagged as read-only text fields with a 'reference-only' label prefix because they cannot be reconstructed in Crelate. Masked or prospective candidate mode is preserved via a custom flag field.

X0PA Assessment records including the Persona™ behavioral module map to Crelate Activity records of type Assessment. Assessment scores, completion status, and assessment type are extracted from CSV and written to Activity custom fields. AI-generated Persona™ scores are labeled as reference-only in Crelate. Multiple assessment stages per candidate map as separate Activity records linked to the parent Person.

X0PA Interview records map to Crelate Activity with type Interview. Scheduled datetime, interviewer assignment, interview type, and automated scheduling status transfer to Activity fields. Recording status is preserved as a text field noting whether X0PA Room recording was enabled. X0PA Room media files (recordings, transcriptions) are not accessible via documented export endpoint and are excluded from migration scope.

X0PA Offer records map to Crelate Offer with status, compensation details, start date, and candidate association preserved. Offer history and versioned changes are captured as sequential Offer records in Crelate with the original offer date and status transition timestamps preserved. Offer amount, currency, and start date map to Crelate's standard Offer fields.

X0PA user accounts including role assignments (Recruiter, Hiring Manager, Admin, RPO Client) map to Crelate Person records with a role flag. Active/inactive status migrates. Email address is the dedupe key. Any X0PA user without a matching email in Crelate is placed in a reconciliation queue for the customer to provision before record import.

X0PA RPO tier multi-client data maps to Crelate Company records with a custom RPO Client tag applied to distinguish them from standard company records. Client name, billing contact, and contract status transfer to Company fields. Invoice and contract management data is not supported for migration and is documented as reference-only for the customer's admin to re-enter in Crelate's financial tracking tools.

X0PA custom workflows per job or per client generate stage names and ordering that map to Crelate JobCategory values. We extract the full stage list from CSV exports and present it to the customer for confirmation of stage names, order, and any stage-specific routing rules. Automated conditional logic is documented in the migration scoping form and is not automatable in Crelate without post-import workflow configuration.

X0PA internal talent pool membership maps to Crelate Tags and List membership. Pool name becomes a Crelate Tag or List name; candidate membership is written as Tag assignments or List records linked to the Person. The 250M+ external sourcing database is not exportable and is not in migration scope. Candidates retargeted from the internal pool in X0PA are represented by their tag membership in Crelate.

X0PA job board and sourcing integrations that generated candidates are captured as Activity records in Crelate indicating the source channel. Source attribution from X0PA's job board posting history migrates as text fields on the related Job record.

Any X0PA custom fields beyond the standard schema are identified during CSV review and created as custom fields in Crelate before import. Field type mapping follows Crelate's supported field types (text, number, date, dropdown, checkbox, etc.). Multi-select custom fields from X0PA map to Crelate multi-select or tag-based fields depending on cardinality.

X0PA application submissions per candidate per job map to Crelate Activity records with type Application. Submission date, source channel, and application status transfer. Stage progression history within X0PA's pipeline maps to sequential Activity records representing each stage transition.