For agencies moving relationship data

Recruitment CRM Data Migration

Move companies, contacts, client notes, jobs, submissions, and placement context into ATZ CRM without turning relationship history into flat rows.

Book a Demo See the migration process

Primary workflow

Old CRM data to ATZ CRM relationships

Best fit

Recruitment and staffing agencies

Core system

Recruitment CRM migration desk

CRM Migration Control Desk

Client records, contact history, account activity, and validation decisions in one view

Today

Relationship records

9k+

Companies, contacts, hiring managers, notes, jobs, submissions, and placement records ready for review

Account work

Open jobs, client callbacks, submitted candidates, and account follow-ups needing continuity

Validation checks

Company/contact mapping, note review, duplicate contacts, job links, submission checks, final approval

Current CRM export

Companies, contacts, notes, jobs, submissions, and placement history

Ready to relate

Client relationships

Companies, hiring contacts, account notes, owners, and recent follow-ups are reviewed before recruiters work from the new CRM.

Map

Companies Contacts Notes

Delivery context

Jobs, submitted candidates, interview feedback, placement history, and client next steps stay close to candidate delivery.

Connect

Jobs Submissions Placements

Next step

Review the CRM export, map companies and contacts, connect jobs and submissions, approve a sample, then plan the final move.

CRM migration workflow

Move relationship history into a working recruitment CRM

Use ATZ CRM migration planning to keep companies, hiring contacts, account notes, jobs, submissions, and placement context connected after go-live.

Assess the CRM export

Review source CRM access, export files, company and contact counts, relationship notes, owner fields, attachments, and active accounts.

Decide which relationships matter

Separate useful client, contact, job, submission, and placement history from stale accounts and contacts that should be cleaned first.

Map owners, fields, and relationships

Translate account owners, contact roles, tags, sources, custom fields, jobs, and submissions into ATZ CRM structure.

Review a sample import

Check companies, contacts, notes, jobs, submissions, placements, and owner relationships before approving the full CRM move.

Plan the final move

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

Validate the live CRM desk

Have recruiters inspect key accounts, hiring contacts, open jobs, notes, follow-ups, and reporting views before daily use.

Keep client context connected

CRM migration works when account history helps recruiters act

Client records should land where recruiters can see the company, contact, role, candidate delivery, submission history, and next follow-up together.

Request a migration demo

Current pressure

Your CRM holds relationship memory

Old company notes, hiring-contact context, job history, and follow-up ownership often explain why an account is warm, stalled, or ready for outreach.

Keep the relationship context that helps recruiters choose the next action.

Desk risk

Flat imports break account visibility

Client records lose value when contacts, jobs, notes, submissions, and placements are moved without clear relationships.

Validate the account structure before the team switches workspaces.

What you will see

Map your CRM export to ATZ CRM

Review companies, contacts, owner fields, notes, jobs, submissions, placements, custom fields, and cleanup decisions with the ATZ CRM team.

Know what can move, what needs cleanup, and who approves the sample.

Book this walkthrough

What teams prepare

Bring the relationship details that decide CRM scope

A useful CRM migration plan starts with the real shape of your clients, contacts, account notes, active jobs, and follow-up responsibilities.

Walk through the workflow

Company and contact exports

Confirm company records, hiring contacts, titles, emails, phone numbers, locations, owners, and duplicate rules.

Relationship notes and activity

Review account notes, calls, meetings, emails, reminders, and recent activity that recruiters use to pick up conversations.

Jobs, submissions, and feedback

Keep open roles, submitted candidates, interview feedback, client responses, and placement history connected to the account.

Owners, tags, and custom fields

Map owners, account status, source, segment, priority, tags, and custom fields into the ATZ CRM workspace.

Follow-up rules

Decide which reminders, nurture sequences, and account tasks should restart after go-live.

Validation owners

Assign who checks priority accounts, duplicate contacts, active jobs, and reporting views before final approval.

ATZ CRM is a strong fit when you need

You are moving recruitment CRM relationship data into ATZ CRM.
Your recruiters rely on company notes, hiring contacts, account owners, and follow-up history.
You need jobs, submissions, feedback, and placement context connected to client records.
You want a sample review before making ATZ CRM the daily CRM workspace.
You need clear boundaries for historic reporting and post-go-live account activity.

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

Migration and switching pages

Plan the move from your current recruiting system

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

Recruitment ATS Migration

Plan the move from an old recruitment ATS into ATZ CRM while keeping candidate, client, job, and pipeline context usable.

View workflow 2

Bullhorn Migration Alternative

Review the switching path for agencies moving from Bullhorn into ATZ CRM with ATS and CRM context preserved where supported.

View workflow 3

Vincere Migration Alternative

Plan a Vincere-to-ATZ CRM move around candidate records, client activity, pipeline stages, and go-live validation.

View workflow 4

Recruit CRM Migration

Map Recruit CRM candidate, client, job, note, and activity data into an ATZ CRM workspace.

View workflow 5

Spreadsheet to Recruitment CRM

Turn spreadsheets, CSVs, and manual recruiting records into a searchable ATS + CRM workspace.

View workflow

What the walkthrough covers

Walk through your CRM data before the move

Use the demo to review company records, hiring contacts, notes, jobs, submissions, placement history, duplicate rules, owner fields, attachment needs, and go-live timing.

Review companies, contacts, jobs, submissions, notes, and owner fields. Workflow step 1

Map old CRM relationships and cleanup rules to ATZ CRM. Workflow step 2

Define sample validation, final migration, and 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

Recruitment CRM Data Migration FAQs

Can ATZ CRM migrate recruitment CRM data?

ATZ CRM can support migration planning for recruitment CRM data exported from your current system. Scope depends on the export format, record condition, relationships, attachments, and approved mapping.

Can company and contact relationships be preserved?

They can be reviewed and mapped when the source export includes usable company, contact, owner, job, submission, and activity relationships. A sample review helps confirm what the team can rely on.

Should we clean old client records first?

Yes. Review duplicate contacts, inactive accounts, outdated job history, stale notes, unused fields, and unclear owners before approving the final move.

Can CRM notes and follow-ups move into ATZ CRM?

They can be included in scope review when the source system exports them in a usable format. The team should validate sample notes and follow-ups before go-live.

How should we review candidate data privacy in a CRM migration?

Recruitment CRM data can contain personal information. Review retention, access permissions, communication preferences, and regional obligations with the right internal or legal owners before approval.