Assess the Vincere export
Review export access, available objects, record counts, attachments, active pipelines, custom fields, and source-system limits.
Move from Vincere into ATZ CRM with candidate, client, job, activity, pipeline, and placement context reviewed before recruiters change systems.
Primary workflow
Vincere export to ATZ CRM workspace
Best fit
Recruitment and staffing agencies
Core system
Vincere switching desk
Vincere Migration Control Desk
Export scope, pipeline mapping, activity history, and validation decisions for Vincere switchers
Today
Vincere records
14k+
Candidate, contact, company, job, activity, pipeline, and placement records ready for review
Pipeline work
29
Open jobs, shortlisted candidates, interviews, client feedback, and follow-ups needing continuity
Validation checks
6
Export review, pipeline mapping, duplicate review, attachment check, active job check, final approval
Vincere export
Candidates, contacts, jobs, activity, pipelines, submissions, and placements
Recruiting pipeline
Candidate stages, jobs, shortlists, interviews, submissions, and feedback are reviewed before the team trusts the new workspace.
Relationship activity
Companies, contacts, notes, tasks, activity history, and owners are mapped so recruiters can continue conversations.
Next step
Review the Vincere export, decide what needs cleanup, map pipelines and fields, approve a sample, then plan final go-live.
Vincere switching workflow
Use ATZ CRM migration planning to review Vincere export scope, map candidate and client context, and validate active pipeline work before go-live.
Review export access, available objects, record counts, attachments, active pipelines, custom fields, and source-system limits.
Separate useful candidates, clients, jobs, notes, activities, submissions, and placements from stale records and unused fields.
Translate Vincere statuses, pipelines, owners, tags, source fields, and custom fields into ATZ CRM workflow structure.
Check sample candidates, contacts, jobs, notes, activities, attachments, and pipeline movement before approving the full migration.
Plan final export timing, capture new Vincere updates, and confirm what changed between sample review and go-live.
Have recruiters inspect priority records, active roles, shortlists, submissions, follow-ups, and reports before daily use.
Keep pipeline context usable
Candidate activity, client context, open jobs, submissions, feedback, and placement history should land where recruiters can search, review, follow up, and report.
Request a migration demoThe source system may contain candidate history, client notes, job activity, submission context, and pipeline signals the team still needs.
Keep useful context while cleaning fields and stages that no longer match the desk.
Recruiters hesitate when old stages, tasks, feedback, and client activity do not map clearly into the new workspace.
Validate stage mapping before the team switches.
Review source exports, candidate and client records, active jobs, pipelines, fields, attachments, duplicate rules, and validation needs.
Know what can be reviewed, sampled, and approved before launch.
Book this walkthroughWhat Vincere teams prepare
A useful Vincere migration plan starts with export access, record relationships, active pipelines, field mapping, attachments, and validation owners.
Walk through the workflowConfirm available files, record scope, attachments, custom fields, and any export timing limits.
Review candidates, CVs, companies, hiring contacts, notes, activities, and ownership context.
Check open jobs, candidate stages, submissions, feedback, interviews, and placement context.
Map custom fields, tags, sources, owners, old statuses, and records that should be merged or left behind.
Identify active roles, callbacks, interviews, feedback, and follow-ups recruiters need during the switch.
Assign owners to inspect candidate, client, job, note, pipeline, 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.
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 Vincere export access, object scope, active jobs, pipelines, custom fields, attachments, duplicate rules, sample validation, and go-live timing.
Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.
FAQ
ATZ CRM can support Vincere 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, pipeline stages, submissions, placements, and custom fields when the export contains usable data.
They can be reviewed and mapped during planning. Your team should approve old-to-new stage mapping before sample approval and final migration.
Use this page for migration planning. Use the ATZ CRM vs Vincere comparison when you need broader feature and buying-context comparison.
The plan should account for active jobs, callbacks, interviews, submissions, feedback, and follow-ups so the team knows where to work during final export and go-live.