The main reason agencies have not yet switched to a more modern ATS/CRM is because of the data migration. The risk of losing important information or the complexity of the process can make even the most necessary system upgrades feel daunting.
At Spott, we knew from day one that investing in a smooth data migration process would be crucial. Luckily, AI has also made the data migration process a bit easier. Spott now offers a straightforward migration process that gets you up and running quickly. Our three-step migration approach ensures data is transferred accurately, without any loss, while actively enhancing data quality throughout the process.
Spott data migration in 3 Simple Steps
1. Prepare: Collect & Assess your Data
Every migration starts with a request of the full data extract from your current ATS/CRM provider. This extract is typically given in SQL database files or as a collection of CSVs. From that point onwards, Spott takes over to ensure a smooth migration process.
Once your data extract is obtained, Spott will analyse your current setup to make sure the data extract is both complete and consistent before moving forward. This sets the foundation for a fast and first-time right migration.
2. Execute: Clean, Map & Transfer your data
After collecting all the data and confirming that it is ready for processing, our AI-powered data migration tool will clean up the data by merging duplicates, correcting inaccuracies, and aligning data structures.
The cleaned dataset is now ready for import into Spott. Our migration tool then automatically uploads every candidate, client (contact) and vacancy into the platform. Spott guarantees speed and accuracy while maintaining strict security standards, so you can rest assured everything is handled safely and no data is lost.
3. Verify: Validate & Sign-off your migrated data
After the migration, we thoroughly check all the migrated data, including profiles, notes, activities, and attachments, to make sure nothing is missing or incorrect.
At the conclusion of the process, you will be asked to confirm the migration in Spott yourself before going live to ensure that your data is ready for effective and confident use by your team.
Over to You
With a clearer view of Spott’s migration process, you’re hopefully more confident to move forward and leave your legacy system behind. Our migration typically take less than a week. Still unsure, maybe due to a bad past experience? Book a demo and we’ll show you a real customer migration case or connect you with a reference customer.
About Spott
Founded in 2024 and backed by top US investors, Spott is revolutionizing technology for recruitment firms with the first all-in-one AI-first recruitment platform. We enable search firms to work more efficiently and make faster, better placements at scale. Learn more about Spott.