Assess the Recruit CRM export
Review available exports, CSV structure, candidate and company counts, notes, activities, attachments, custom fields, and source limits.
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
Recruiter records
Candidate profiles, CVs, notes, activities, owners, tags, and custom fields are reviewed before recruiters rely on the new workspace.
Client and job context
Companies, contacts, jobs, submissions, placements, and follow-ups are checked so delivery context stays connected.
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
Use ATZ CRM migration planning to review Recruit CRM export scope, map candidate and client relationships, and validate active work before go-live.
Review available exports, CSV structure, candidate and company counts, notes, activities, attachments, custom fields, and source limits.
Separate useful candidates, companies, contacts, jobs, notes, activities, and placements from stale records and duplicate files.
Translate Recruit CRM owners, tags, sources, custom fields, jobs, contacts, and company relationships into ATZ CRM structure.
Check sample candidates, companies, contacts, jobs, notes, activities, attachments, and field mapping before full migration.
Plan final export timing, capture new Recruit CRM updates, and confirm what changed between sample review and go-live.
Have recruiters inspect priority records, active jobs, client follow-ups, attachments, and reports before daily use.
Keep the useful structure
Candidates, companies, contacts, jobs, notes, activities, attachments, and custom fields should land where recruiters can search, review, follow up, and report.
Request a migration demoThe 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.
CSV files and structured exports need careful mapping so companies, contacts, jobs, notes, and activities stay connected.
Validate relationships before final migration.
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 walkthroughWhat Recruit CRM teams prepare
A useful Recruit CRM migration plan starts with file structure, record relationships, active jobs, custom fields, attachments, and validation owners.
Walk through the workflowConfirm CSV or structured export files, record counts, attachments, custom fields, and any export limits.
Review candidate records, resumes, source history, tags, notes, activities, and ownership context.
Check companies, hiring contacts, open jobs, submissions, placements, and follow-up tasks.
Map custom fields, tags, sources, owners, and duplicate rules into the ATZ CRM workspace.
Review where documents, notes, and activity history should land when the export supports them.
Assign owners to inspect candidate, client, job, note, attachment, and reporting samples before approval.
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
See how the recruiting desk connects candidate records, client conversations, outreach, placements, and reporting without sending the team through separate tools.
Move candidate, job, pipeline, shortlist, interview, and placement context into an ATS workflow recruiters can use after go-live.
View capabilityKeep client companies, hiring contacts, relationship notes, submissions, and follow-ups close to candidate delivery.
View capabilityUse structured imports for focused files, candidate records, client records, notes, and other clean data sets.
View capabilitySet up stage movement, owner reminders, follow-up tasks, and workflow rules after old statuses are mapped.
View capabilityReconnect candidate and client follow-ups to the new workspace so recruiters can continue active conversations.
View capabilityKeep sourcing and messaging context connected to candidate records where LinkedIn workflows are configured.
View capabilityConnect WhatsApp follow-up context to candidate, client, job, and activity records where configured.
View capabilityReview pipeline, source, activity, placement, and team performance context after migration where historic data supports it.
View capabilityReview access, hosting, and security context before moving candidate and client records into the new workspace.
View capabilitySee ATZ CRM migration planning, sample records, validation, parallel run, delta migration, and go-live support.
View capabilityMigration and switching pages
Explore migration pages for ATS data, recruitment CRM data, vendor-specific moves, and teams moving from spreadsheets into ATZ CRM.
migration and switching workflows planned
Related solution workflows
Plan the move from an old recruitment ATS into ATZ CRM while keeping candidate, client, job, and pipeline context usable.
Move client companies, hiring contacts, relationship notes, follow-ups, and account history into a connected recruiting CRM.
Review the switching path for agencies moving from Bullhorn into ATZ CRM with ATS and CRM context preserved where supported.
Plan a Vincere-to-ATZ CRM move around candidate records, client activity, pipeline stages, and go-live validation.
Turn spreadsheets, CSVs, and manual recruiting records into a searchable ATS + CRM workspace.
What the walkthrough covers
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.
Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.
FAQ
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.
A scope review can include candidates, resumes, companies, contacts, jobs, notes, activities, attachments, placements, tags, and custom fields when the export contains usable data.
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.
Focused, clean files may fit structured import. Larger databases with relationships, attachments, custom fields, and history usually need a managed migration plan.
Review duplicates, stale candidates, outdated companies and contacts, inactive jobs, unused tags, unclear owners, and custom fields your team no longer needs.