For agencies moving from Recruit CRM

Recruit CRM Migration

Map Recruit CRM candidates, companies, contacts, jobs, notes, activities, attachments, and custom fields into an ATZ CRM workspace your recruiters can validate.

Primary workflow

Recruit CRM export to ATZ CRM workspace

Best fit

Recruitment and staffing agencies

Core system

Recruit CRM switching desk

Recruit CRM Migration Control Desk

Export files, relationship mapping, field cleanup, and validation decisions for Recruit CRM switchers

Today

Recruit CRM records

11k+

Candidates, companies, contacts, jobs, notes, activities, attachments, and custom fields ready for review

Active work

24

Open jobs, shortlists, submissions, client follow-ups, and recruiter tasks needing continuity

Validation checks

6

CSV review, field mapping, duplicate review, attachment check, active job check, final approval

Recruit CRM export

Candidates, companies, contacts, jobs, notes, activities, attachments, and custom fields

Ready to sample

Recruiter records

Candidate profiles, CVs, notes, activities, owners, tags, and custom fields are reviewed before recruiters rely on the new workspace.

Review
Candidates Notes Fields

Client and job context

Companies, contacts, jobs, submissions, placements, and follow-ups are checked so delivery context stays connected.

Connect
Companies Jobs Follow-ups

Next step

Review the Recruit CRM export, clean fields and duplicates, map relationships, approve a sample, then plan final go-live.

Recruit CRM switching workflow

Move from Recruit CRM records to an ATZ CRM workflow

Use ATZ CRM migration planning to review Recruit CRM export scope, map candidate and client relationships, and validate active work before go-live.

01

Assess the Recruit CRM export

Review available exports, CSV structure, candidate and company counts, notes, activities, attachments, custom fields, and source limits.

02

Decide what should move

Separate useful candidates, companies, contacts, jobs, notes, activities, and placements from stale records and duplicate files.

03

Map fields and relationships

Translate Recruit CRM owners, tags, sources, custom fields, jobs, contacts, and company relationships into ATZ CRM structure.

04

Review a sample import

Check sample candidates, companies, contacts, jobs, notes, activities, attachments, and field mapping before full migration.

05

Plan the final move

Plan final export timing, capture new Recruit CRM updates, and confirm what changed between sample review and go-live.

06

Validate the ATZ CRM workspace

Have recruiters inspect priority records, active jobs, client follow-ups, attachments, and reports before daily use.

Keep the useful structure

Recruit CRM migration should preserve record relationships, not just rows

Candidates, companies, contacts, jobs, notes, activities, attachments, and custom fields should land where recruiters can search, review, follow up, and report.

Request a migration demo
Current pressure

Recruit CRM holds your working records

The source system may contain candidate and client history, custom fields, job context, and notes recruiters still need after the switch.

Keep useful history while cleaning fields that no longer fit the process.

Desk risk

Exports can flatten relationships

CSV files and structured exports need careful mapping so companies, contacts, jobs, notes, and activities stay connected.

Validate relationships before final migration.

What you will see

Map your Recruit CRM data to ATZ CRM

Review export files, record types, field structure, attachments, duplicate rules, active jobs, and validation needs with ATZ CRM.

Know what can be reviewed, cleaned, sampled, and approved before launch.

Book this walkthrough

What Recruit CRM teams prepare

Bring the export details that decide migration scope

A useful Recruit CRM migration plan starts with file structure, record relationships, active jobs, custom fields, attachments, and validation owners.

Walk through the workflow

Recruit CRM export files

Confirm CSV or structured export files, record counts, attachments, custom fields, and any export limits.

Candidates and CVs

Review candidate records, resumes, source history, tags, notes, activities, and ownership context.

Companies, contacts, and jobs

Check companies, hiring contacts, open jobs, submissions, placements, and follow-up tasks.

Custom fields and cleanup

Map custom fields, tags, sources, owners, and duplicate rules into the ATZ CRM workspace.

Attachments and activity

Review where documents, notes, and activity history should land when the export supports them.

Sample approval

Assign owners to inspect candidate, client, job, note, attachment, and reporting samples before approval.

ATZ CRM is a strong fit when you need

  • You are evaluating a move from Recruit CRM into ATZ CRM.
  • Your recruiters rely on Recruit CRM candidate, company, contact, job, note, activity, and attachment history.
  • You want a demo around actual export files and validation needs.
  • You need a sample review before go-live.
  • You want to clean custom fields and duplicates before the move.

You may also need specialist tools for

  • Migration scope depends on the source ATS export, record condition, attachments, field structure, and approved mapping.
  • Specialist payroll, tax, accounting, background-check, coding-assessment, VMS, onboarding, and statutory compliance tools may still be needed outside ATZ CRM.
  • Recruiters and agency leaders remain responsible for validating records, communication permissions, hiring decisions, and final use of migrated data.
  • Every custom field, attachment, message, integration, or historic activity may not always move exactly as it appears in the old system.

ATZ CRM supports ATS + CRM migration planning, import, validation, and recruiting workflow setup. Your team remains responsible for data review, privacy decisions, legal guidance, communication permissions, and final approval before the new workspace becomes the system of record.

Capabilities inside ATZ CRM

The ATZ CRM capabilities behind this workflow

See how the recruiting desk connects candidate records, client conversations, outreach, placements, and reporting without sending the team through separate tools.

Applicant Tracking System

Move candidate, job, pipeline, shortlist, interview, and placement context into an ATS workflow recruiters can use after go-live.

View capability

Recruitment CRM

Keep client companies, hiring contacts, relationship notes, submissions, and follow-ups close to candidate delivery.

View capability

Import Candidate and Client

Use structured imports for focused files, candidate records, client records, notes, and other clean data sets.

View capability

Workflow Automation

Set up stage movement, owner reminders, follow-up tasks, and workflow rules after old statuses are mapped.

View capability

Outreach Sequences for Recruiters

Reconnect candidate and client follow-ups to the new workspace so recruiters can continue active conversations.

View capability

LinkedIn Messaging for Recruiter

Keep sourcing and messaging context connected to candidate records where LinkedIn workflows are configured.

View capability

WhatsApp Messaging for Recruiter

Connect WhatsApp follow-up context to candidate, client, job, and activity records where configured.

View capability

Reports and Dashboards

Review pipeline, source, activity, placement, and team performance context after migration where historic data supports it.

View capability

Data Hosting and Security

Review access, hosting, and security context before moving candidate and client records into the new workspace.

View capability

Zero Downtime Data Migration

See ATZ CRM migration planning, sample records, validation, parallel run, delta migration, and go-live support.

View capability

What the walkthrough covers

Walk through your Recruit CRM export before the move

Use the demo to review export files, candidate and client records, jobs, notes, activities, attachments, custom fields, duplicate rules, validation owners, and go-live timing.

Review Recruit CRM export files and required record types. Workflow step 1
Map fields, relationships, attachments, active jobs, and cleanup rules to ATZ CRM. Workflow step 2
Define sample validation, final export, and recruiter go-live responsibilities. Workflow step 3
Request a migration demo

Words from real customers

Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.

" An excellent ATS for Startup company and Recruiter. The platform delivers an excellent overall user experience, combining an intuitive interface with powerful, modern features. My team found it very easy to learn and adapt with the system. "


Trung Huynh

COO, Peoplewise Vietnam

" The customer support stands out as one of the strongest aspects of ATZ CRM. The team is responsive, knowledgeable, and genuinely committed to resolving issues efficiently, which builds trust and speeds up adoption. "


Luis

Founder, Luis Ivars Unipessoal Lda

" ATZ CRM offers essential tools to manage recruitment effectively, backed by a highly engaged team open to feedback, making it a strong choice for agencies needing flexibility, customization, and support for their specific workflows. "


Eugene Ovcharenko

Founder & CEO, GENTY Recruitment

FAQ

Recruit CRM Migration FAQs

Can ATZ CRM support a migration from Recruit CRM?

ATZ CRM can support Recruit CRM migration planning from exported source data. Scope depends on available exports, record condition, attachments, field structure, and approved mapping.

What Recruit CRM data can be reviewed for migration?

A scope review can include candidates, resumes, companies, contacts, jobs, notes, activities, attachments, placements, tags, and custom fields when the export contains usable data.

Can notes and activities move from Recruit CRM?

They can be included in the review when the source export contains them in a usable format. Sample validation should confirm how notes and activities appear in ATZ CRM.

Should we self-import files or request managed migration?

Focused, clean files may fit structured import. Larger databases with relationships, attachments, custom fields, and history usually need a managed migration plan.

What should we clean before moving from Recruit CRM?

Review duplicates, stale candidates, outdated companies and contacts, inactive jobs, unused tags, unclear owners, and custom fields your team no longer needs.