HRMS migration
Field-level mapping, validation, and rollback between Zimyo and Recruit CRM & ATS. We move data and schema; workflows are rebuilt natively in Recruit CRM & ATS.
Zimyo
Source
Recruit CRM & ATS
Destination
Compatibility
8 of 12
objects map 1:1 between Zimyo and Recruit CRM & ATS.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Zimyo to Recruit CRM is a scoped migration from a full HRMS to a recruitment-focused ATS. Zimyo's Talent Acquisition module (job postings, candidate profiles, applications, interview schedules, scorecards, and offer letters) maps directly to Recruit CRM objects. However, Zimyo's payroll runs, attendance records, leave management, performance reviews, benefits enrollments, and expense claims have no equivalent in Recruit CRM and are flagged as non-migrated in the handoff document. We run schema discovery against the source Zimyo tenant during scoping, export candidate data in a structured format compatible with Recruit CRM's CSV and API import methods, and validate record counts post-load. Custom fields on candidate and job objects are mapped individually; workflow configurations and approval chains in Zimyo do not migrate and are documented for the customer's admin to rebuild in Recruit CRM.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Zimyo 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.
Zimyo
Talent Acquisition: Candidate Profile
Recruit CRM & ATS
Candidate
1:1Zimyo candidate profiles (name, email, phone, resume, skills, work history, source channel, availability status) map directly to Recruit CRM Candidate records. We preserve the original sourcing channel from Zimyo as a custom field on the Recruit CRM Candidate for reporting continuity. Resume files migrate as document attachments with original filenames preserved. Candidate availability dates and notice period data from Zimyo map to custom fields in Recruit CRM since the availability schema differs between platforms.
Zimyo
Talent Acquisition: Job Posting
Recruit CRM & ATS
Job
1:1Zimyo job postings (title, department, location, employment type, description, requirements, salary range, hiring manager) map to Recruit CRM Job records. The job status lifecycle in Zimyo (draft, open, on hold, closed) maps to Recruit CRM job status values. We flag any multi-location job postings in Zimyo that may need to split into multiple Recruit CRM job records if the destination requires separate pipeline tracking per location.
Zimyo
Talent Acquisition: Application
Recruit CRM & ATS
Application
1:1Zimyo applications (candidate-to-job association, submission date, current stage, referred by, cover letter) map to Recruit CRM Application records linked to the corresponding Candidate and Job. Application stage names in Zimyo map to Recruit CRM pipeline stage values during schema discovery. We reconcile any custom application stages in Zimyo against Recruit CRM's configurable pipeline before import.
Zimyo
Talent Acquisition: Interview Schedule
Recruit CRM & ATS
Interview
1:1Zimyo interview schedules (interview type, scheduled date and time, interviewer, location or meeting link, interview duration) map to Recruit CRM Interview records. We resolve interviewer names in Zimyo to the corresponding user accounts in Recruit CRM. Meeting links from Zoom or Google Meet integrations in Zimyo carry forward as interview location details. We flag any interview feedback forms that may require a separate notes or scorecard migration step.
Zimyo
Talent Acquisition: Scorecard
Recruit CRM & ATS
Candidate Note / Custom Field
1:manyZimyo interview scorecards with rating categories, scores, and evaluator comments map to Recruit CRM Candidate Notes attached to the relevant Application. Rating values are normalized if the scoring scale differs between platforms. We consolidate multi-evaluator scorecards into a single structured note per interview with evaluator attribution preserved in the note body.
Zimyo
Talent Acquisition: Offer Letter
Recruit CRM & ATS
Candidate Note / Document Attachment
1:1Zimyo offer letters (offered role, compensation details, start date, offer status, signed document) migrate as document attachments on the Recruit CRM Candidate record. Offer status (accepted, rejected, pending, withdrawn) maps to a custom candidate status field. Compensation details migrate as a structured note to preserve the financial terms outside of Recruit CRM's standard fields.
Zimyo
Employee Record
Recruit CRM & ATS
Candidate (placement tracking)
lossyOrganizations using Zimyo for internal recruiting that have placed candidates (employee records that originated as candidates) may need to link placed employee records to the original Candidate in Recruit CRM for placement history tracking. We create a placement reference on the Candidate record pointing to the employee identifier for audit purposes. This mapping requires configuration review during scoping to confirm whether placed employees are in scope for migration.
Zimyo
Organization Structure: Department
Recruit CRM & ATS
Department / Client
1:1Zimyo departments and cost centers used as job posting targets map to Recruit CRM Department values or to Client records if the organization structure in Zimyo includes client company records alongside internal departments. We resolve the mapping during scoping based on how the customer uses Zimyo's organization module.
Zimyo
Organization Structure: Reporting Hierarchy
Recruit CRM & ATS
Recruiter / User Assignment
1:1Zimyo reporting hierarchies (hiring manager assignments, recruiter-to-team relationships) map to Recruit CRM User records and Candidate assignment rules. We resolve users by email match and flag any Zimyo users without a corresponding Recruit CRM seat for the customer's admin to provision before final import.
Zimyo
Employee Documents
Recruit CRM & ATS
Candidate Document Attachment
1:1Employee documents in Zimyo (contracts, ID proofs, certifications, offer letters) that are associated with candidates who have active applications migrate as document attachments on the Recruit CRM Candidate record. We extract file blobs and metadata, preserve original filenames and upload timestamps, and run integrity checksums. Documents tied to purely HR records (payroll, benefits) without a recruitment context do not migrate.
Zimyo
Payroll Runs
Recruit CRM & ATS
Not Migrated
lossyZimyo payroll runs (earnings, deductions, tax withholdings, net pay, payroll run dates) have no equivalent in Recruit CRM's ATS data model. These records are outside Recruit CRM's scope and are flagged as non-migrated in the handoff document. Organizations needing payroll data in a destination system should migrate payroll history separately to a dedicated payroll platform.
Zimyo
Attendance Records and Leave Balances
Recruit CRM & ATS
Not Migrated
lossyZimyo attendance records (clock-in/clock-out timestamps, overtime, shift mappings) and leave management data (leave types, entitlement balances, accrual rules, carry-forward policies) do not map to Recruit CRM. Recruit CRM does not store attendance or leave data. These are flagged in the handoff document with a recommendation to migrate attendance and leave history separately if required for HR compliance or archival purposes.
| Zimyo | Recruit CRM & ATS | Compatibility | |
|---|---|---|---|
| Talent Acquisition: Candidate Profile | Candidate1:1 | Fully supported | |
| Talent Acquisition: Job Posting | Job1:1 | Fully supported | |
| Talent Acquisition: Application | Application1:1 | Fully supported | |
| Talent Acquisition: Interview Schedule | Interview1:1 | Fully supported | |
| Talent Acquisition: Scorecard | Candidate Note / Custom Field1:many | Fully supported | |
| Talent Acquisition: Offer Letter | Candidate Note / Document Attachment1:1 | Fully supported | |
| Employee Record | Candidate (placement tracking)lossy | Fully supported | |
| Organization Structure: Department | Department / Client1:1 | Fully supported | |
| Organization Structure: Reporting Hierarchy | Recruiter / User Assignment1:1 | Fully supported | |
| Employee Documents | Candidate Document Attachment1:1 | Fully supported | |
| Payroll Runs | Not Migratedlossy | Mapping required | |
| Attendance Records and Leave Balances | Not Migratedlossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Zimyo gotchas
25-user minimum billing applies at all times
Leave and payroll processing errors documented in reviews
No publicly documented API rate limits or schema
USD-only transactions for US customers
Recruit CRM & ATS gotchas
API rate limits are license-scaled and can throttle bulk migration
Custom field schemas vary per organization and require field-level mapping
Files and email attachments require separate extraction and re-upload
Email sequences and automation logic do not transfer between platforms
Pair-specific challenges
Migration approach
Scope discovery and Zimyo module inventory
We audit the source Zimyo tenant across all modules in scope, including the Talent Acquisition module (candidates, jobs, applications, interviews, scorecards, offer letters), any employee records associated with active placement tracking, and organization structure records. We also confirm which Zimyo modules are out of scope (payroll, attendance, leave, performance, benefits, expense claims) and document the rationale for each. We conduct schema discovery against the specific Zimyo tenant, coordinate bulk export access with Zimyo support, and produce a written migration scope document that both parties sign off on before any data extraction begins.
Data extraction and cleansing
We extract candidate records, job postings, applications, interview schedules, scorecard data, and offer letters from Zimyo using available bulk export mechanisms. If API-based extraction is confirmed by Zimyo support, we use REST API calls with conservative pacing; otherwise, we work from CSV exports generated via Zimyo's admin interface. We deduplicate candidate records (matching on email as the primary key), normalize stage names against the documented Zimyo pipeline, validate required fields for Recruit CRM import, and flag any records with missing mandatory fields for the customer's review before import begins.
Recruit CRM configuration review
We review the destination Recruit CRM tenant to confirm pipeline stage configuration, custom field setup, user account provisioning, and department or client structure. We align Recruit CRM pipeline stages with the documented Zimyo stage values, create any missing stages in Recruit CRM before migration, and configure custom fields to receive mapped data from Zimyo (sourcing channel, original application date, offer compensation details). User accounts for recruiters and hiring managers are reconciled by email match against Zimyo owner records.
Sandbox import and reconciliation
We run a test import into a Recruit CRM sandbox or a parallel environment to validate the mapping, stage alignment, and attachment handling. The customer's recruiting operations lead spot-checks 25-50 candidate records against the Zimyo source, confirms that pipeline stage assignments match, and validates that document attachments are accessible. Any mapping corrections, missing stage values, or field mismatches are resolved in this phase before production import begins.
Production migration in dependency order
We run production migration in record-dependency order: Jobs (from Zimyo job postings) first, then Candidates (with document attachments), then Applications linked to the correct Candidate and Job, then Interviews, then Scorecards and Offer Letters as notes or attachments. Each phase emits a row-count reconciliation report. We apply a parallel-run window of three to five business days during which both Zimyo and Recruit CRM remain accessible for recruitment operations, with a delta migration run at cutover to capture any records created or updated during the window.
Cutover, validation, and workflow handoff
We freeze writes in Zimyo for the recruitment module during cutover, run a final delta import, and confirm that record counts in Recruit CRM match the reconciled totals from the sandbox phase. We deliver the written inventory of Zimyo recruitment workflows, approval chains, and email sequences that require rebuild in Recruit CRM, with recommended Recruit CRM equivalents for each automation type. We provide a one-week post-cutover hypercare window to resolve any data quality issues or mapping corrections raised by the recruiting team.
Platform deep dives
Zimyo
Source
Strengths
Weaknesses
Recruit CRM & ATS
Destination
Strengths
Weaknesses
Complexity grading
Standard HRMS migration. 1 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Zimyo and Recruit CRM & ATS.
Object compatibility
1 of 7 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Zimyo: Not publicly documented.
Data volume sensitivity
Zimyo doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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