ATZ CRM data migration helps teams move from an existing ATS or CRM into ATZ CRM with structured extraction, analysis, mapping, cleaning, testing, and upload.
Quick Answer
Export your existing data, share it with the migration team, review count analysis, approve field mapping, then the team cleans, tests, and uploads the data into your live ATZ CRM account.
Migration Process Overview
1. Data Extraction and Upload
Request a full data export from your current ATS or CRM.
Share the exported data with the ATZ CRM data migration team through your Customer Success Manager. The team extracts the data and uploads it into internal systems for processing.
2. Count Analysis
The team reviews imported data to verify record counts for:
- Candidates
- Companies
- Contacts
- Jobs
Optional filters can remove outdated or irrelevant records. For example, you might exclude candidate profiles that have not been contacted since 2021.
The migration team shares count analysis for confirmation. If the count is accurate, an invoice is issued for the data migration service. If discrepancies are found, the data is re-analyzed.
Filtering can reduce migration costs because pricing is based on the total number of records.
3. Data Analysis and Mapping
The migration team analyzes source data and maps it to ATZ CRM fields using a spreadsheet.
Mapping helps ensure relevant data is imported into the correct fields without cluttering the database.
The mapped columns are shared for approval. Once approved, the migration team takes over the remaining technical work.
4. Data Cleaning
Data is transformed to match ATZ CRM’s database structure based on the approved mapping.
This step improves consistency, compatibility, and import quality.
5. Test and Production Upload
The cleaned data is exported to CSV and tested in an ATZ CRM test environment.
If testing is successful, the data is uploaded into your live ATZ CRM account.
Alternative Migration Options
If you do not use the paid data migration service, you can:
- Import data directly by uploading spreadsheets to ATZ CRM.
- Use ATZ CRM’s resume parser to process candidate data.
Useful guides:
Benefits of ATZ CRM Data Migration
Efficiency
The migration team handles complex data cleaning and mapping tasks.
Accuracy
Count analysis, mapping review, and test uploads reduce migration errors.
Cost Optimization
Filtering old or irrelevant records can reduce migration costs.
Support
Your Customer Success Manager and ATZ CRM support team can help guide the process.
Use Cases
Move From Another ATS
Transfer candidates, jobs, contacts, and companies from an existing recruitment system.
Clean a Legacy Database
Filter outdated records before migration so your new ATZ CRM account starts cleaner.
Consolidate Spreadsheets
Use migration or imports to bring structured spreadsheet data into one system.
Troubleshooting
Record Counts Do Not Match
Ask the migration team to re-analyze the export and confirm whether filters, duplicates, deleted records, or unsupported data types affected the count.
Mapping Looks Incorrect
Review the mapping spreadsheet and request changes before approval. Mapping approval is the key checkpoint before cleaning and upload.
Migration Takes Longer Than Expected
Large exports, complex field structures, duplicate data, and missing source information can extend review and cleaning time.
FAQs
Who handles the migration?
The ATZ CRM data migration team works with your Customer Success Manager after you provide the source export.
Can outdated records be excluded?
Yes. Filters such as last updated date or location can remove irrelevant records before migration.
Is testing done before live upload?
Yes. Cleaned data is tested before it is uploaded to your live ATZ CRM account.