Overview

Data Migration Overview

Migrating historical recruiting data into the Whitecarrot ATS involves a one-time import managed by your implementation contact and a Whitecarrot specialist. This process will include assessing and transforming your legacy data for import.

Notes:

• Please note that the ATS migration only create content and do not delete or update existing applications.
• Reports show data from December 2023 onward. Records before this date are not included.

Migration Process Steps

1. Preparation and Assessment of your legacy data (Legacy ATS)
   • Close out inactive jobs.
   • Dispose stale candidates.
   • Clean up unwanted sources/tags.
   • Validate candidate email addresses.
   • Understand what data can be migrated
2. Add your jobs and stage pipeline (Whitecarrot ATS)
   • We recommend that your team manually create new jobs during implementation.
   • They should be in published or closed status.
   • You should have verify that you have added the correct stage pipelines for these jobs.
   • Refer How to publish a new job? for more details
3. Prepare Legacy Data (on Excel sheets and CV folders)
   • Preparing legacy data.
   • Discuss mapping rules with your ATS specialist.
   • Load a data sample into whitecarrot ATS for review and validation.
4. Plan for data import data
   1. Active candidates from your legacy ATS.
   2. Import the full legacy data set after sample validation.
5. Remove sample data from sheets before upload
   1. Since sample sheets provide with some dummy candidates and jobs, comments mappings remove the sample candidates from sheets before upload

Your Responsibilities

Pre-Import Preparation

• Provide consistently formatted exports containing all migration data.
• Assist in mapping jobs, sources, and statuses.
• Ensure the data migrations point-of-contact is familiar with both source data and whitecarrot ATS.
• Close out non-active jobs.
• Disposition of stale candidates.