SohamRecruit

Module 1: Getting started · Video 1.12

Switch from another ATS

Export a CSV from your old ATS, confirm the column mapping, and import candidates, then clients and jobs.

All plans1:08

What this video covers

  1. If you are leaving Recruit CRM, Zoho Recruit, Manatal or CEIPAL, start at sohamrecruit.com/migrate. Import the database this afternoon, pull CVs from the inbox, and plan to turn the old ATS off in about two weeks.
  2. The first move is a CSV you export and import. There is no API connection to the ATS you are leaving.
  3. Open Candidates, then Import CSV. Upload the file. We match the columns and ask if one is unclear. Confirm the mapping, then import the whole file in batches of 500 rows.
  4. A person whose email or phone is already here is treated as the same candidate. Clients, contacts and jobs have their own import, and those jobs land as drafts. Connect a mailbox so new CVs keep arriving.

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