Assess the current ATS export
Review source system access, export formats, record counts, attachments, active jobs, and any limits in the old platform.
Move from your old ATS into ATZ CRM with candidate, client, job, note, document, pipeline, submission, and placement context mapped into a working recruiting desk.
Primary workflow
Old ATS to ATZ CRM workspace
Best fit
Recruitment and staffing agencies
Core system
ATS + CRM migration desk
ATS Migration Control Desk
Export scope, mapping decisions, validation checks, and go-live actions in one migration view
Today
Records to review
12k+
Candidate, client, job, note, and activity records ready for mapping review
Active work
31
Open jobs, submissions, callbacks, and follow-ups needing go-live continuity
Validation checks
6
Sample import, stage mapping, duplicate review, attachment check, active job check, final approval
Current ATS export
Candidate, client, job, note, pipeline, and placement history
Candidate history
Resumes, skills, source notes, ownership, current stage, and recent activity are reviewed before recruiters rely on the new workspace.
Desk continuity
Open roles, submitted candidates, callbacks, client feedback, and follow-ups are identified before the final move.
Next step
Review the export, decide what needs cleanup, map old stages to ATZ CRM, approve a sample, then plan final go-live.
ATS migration workflow
Use ATZ CRM migration planning to connect candidate, client, job, activity, pipeline, submission, and placement data to the workflows recruiters need after go-live.
Review source system access, export formats, record counts, attachments, active jobs, and any limits in the old platform.
Separate useful candidate, client, job, note, submission, and placement history from stale records that should be cleaned first.
Translate old statuses, owner fields, tags, sources, and custom fields into ATZ CRM pipeline and record structure.
Check candidate records, client contacts, jobs, notes, attachments, and stage movement before approving the full move.
Plan the final export, capture new records or updates, and confirm what changed between sample review and go-live.
Have recruiters inspect active roles, submissions, follow-ups, reporting views, and search before ATZ CRM becomes the daily workspace.
Keep live desk context visible
Candidate history, client context, jobs, submissions, notes, attachments, and stages should land where recruiters can search, review, follow up, and report without rebuilding the desk manually.
Request a migration demoSlow, expensive, poorly adopted, or fragmented systems still contain candidate notes, client conversations, job history, and placement context your team relies on.
Keep useful history without carrying every bad habit forward.
Open roles, callbacks, submissions, interviews, feedback, and follow-ups need a clear go-live plan before recruiters switch workspaces.
Plan migration around the desk work already in motion.
Review your source system, export options, record types, active roles, pipeline stages, and validation needs with the ATZ CRM team.
Know what moves, what needs cleanup, and what your recruiters approve before launch.
Book this walkthroughWhat teams prepare
A useful migration plan starts with the real shape of your recruitment desk: records, fields, stages, attachments, active jobs, and validation owners.
Walk through the workflowConfirm the source system, export format, API or file access, attachments, and any timing limits from the current provider.
Review candidate profiles, CVs, source history, ownership, tags, skills, notes, and recent communication activity.
Keep client companies, hiring contacts, open jobs, submitted candidates, feedback, and placement context connected.
Identify the history recruiters need daily and the fields that should be cleaned, merged, renamed, or left behind.
Map old statuses into ATZ CRM stages so recruiters can trust candidate movement after sample review.
Assign who checks sample records, who approves final migration, and when the desk changes systems.
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
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.
Map Recruit CRM candidate, client, job, note, and activity data into an ATZ CRM workspace.
Turn spreadsheets, CSVs, and manual recruiting records into a searchable ATS + CRM workspace.
What the walkthrough covers
Use the demo to review your source ATS, export options, record counts, active jobs, custom fields, attachment needs, duplicate rules, required history, validation owners, and target go-live date.
Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.
FAQ
Yes. ATZ CRM can support recruitment ATS migration planning and data movement from exported source data. Scope depends on your current ATS, available export formats, record condition, attachments, and approved mapping.
A migration plan can review candidate records, resumes or CVs, companies, contacts, jobs, notes, activities, attachments, pipeline stages, submissions, placements, and custom fields. The final scope depends on what your old system can export and what your team approves.
They can be included in the migration review when the source export contains them in a usable format. The safest approach is to validate a sample before the full move so recruiters can check notes, jobs, attachments, stages, and record relationships.
Your team should review the old statuses, decide which stages still matter, and map them into ATZ CRM pipeline stages before approving the migration. This avoids bringing messy or unused stages into the new workspace.
The migration plan should account for active jobs, callbacks, submissions, interviews, feedback, and follow-ups. ATZ CRM can help plan sample review, final export, delta checks, and go-live timing so the team knows where to work during the change.
Review duplicate candidates, outdated contacts, inactive jobs, unused custom fields, stale talent pools, old tags, missing owners, and records that no longer support your recruitment process or data retention requirements.
Timeline depends on database size, source-system access, attachment volume, field complexity, sample review speed, and final approval timing. The demo should clarify the likely phases for your current ATS and team.
Focused files may be suitable for structured import. Larger databases with candidates, clients, jobs, notes, attachments, and stage history usually need a managed migration plan so mapping and validation are handled carefully.
They should be reviewed before full migration. Some records may be merged, cleaned, filtered, or left behind depending on your data quality, retention needs, and how your recruiters use the database.
Recruitment data can include personal and sensitive information. Review retention needs, access permissions, consent or communication preferences, and regional obligations with the right internal or legal owners before approving the move.