Guide to Data Migration in ATZ CRM

This guide provides a comprehensive overview of the data migration process for transitioning to ATZ CRM, detailing each step to ensure a smooth and accurate transfer of your data from your existing ATS/CRM. Our dedicated data migration team is committed to delivering an efficient and hassle-free experience.

Overview of the Data Migration Process

1. Data Extraction and Uploading

• Step: Request a full data export from your current ATS/CRM.

• Action: Share the exported data with our data migration team via your Customer Success Manager.

• Process: Our team extracts the data and uploads it to our systems for processing.

2. Count Analysis

• Step: We analyze the imported data to verify the record count for candidates, companies, contacts, and jobs.

• Optional Filtering: Apply filters (e.g., last updated date, location) to remove outdated or irrelevant records, ensuring a clean and functional database.

  • Example: Exclude 5,000 candidate profiles not contacted since 2021 to focus on recent data.

• Verification: We share the count analysis with you for confirmation.

  • If accurate, we issue an invoice for the data migration service.

  • If discrepancies are found, we re-analyze the data to resolve issues.

• Benefit: Filtering reduces migration costs, as pricing is based on the total number of records.

3. Data Analysis and Mapping

• Step: We analyze the source data and map it to corresponding fields in ATZ CRM using a spreadsheet.

• Purpose: Ensures only relevant data is imported, avoiding clutter in ATZ CRM’s database.

• Action: We share the mapped columns with you for approval.

• Completion: Once approved, your involvement in the migration process is complete, and our team takes over.

4. Data Cleaning

• Step: We transform the data to align with ATZ CRM’s database structure based on the approved mapping.

• Purpose: Ensures data consistency and compatibility with ATZ CRM’s system.

5. Uploading Data

• Step 1: Testing

  • Cleaned data is exported to CSV and tested in a ATZ CRM test environment to identify any issues.

• Step 2: Production Upload

  • If testing is successful, the data is uploaded to your live ATZ CRM account.

• Completion: Your data migration is now complete!

Alternative Migration Options

If you prefer not to use the paid data migration service, you can:

• Import data directly by uploading spreadsheets to ATZ CRM.

• Use ATZ CRM’s resume parser to process candidate data.

Refer to the ATZ CRM Help Center for detailed instructions on self-service imports.

Key Benefits of ATZ CRM Data Migration

• Efficiency: Our team handles complex tasks like data cleaning and mapping, saving you time.

• Accuracy: Rigorous count analysis and testing ensure data integrity.

• Cost Optimization: Filtering outdated records reduces migration costs.

• Support: 24/7 customer support and a seamless transition process, similar to feedback from users of comparable systems.

Support and Resources

• Explore the ATZ CRM Help Center for additional resources.

• Register for live training sessions to learn more about using ATZ CRM effectively.

• Contact your Customer Success Manager or ATZ CRM support for assistance during the migration process.

Congratulations on starting your journey with ATZ CRM! Our team is here to ensure your data migration is a success.