Switching to TE Recruit™

Data Migration

Switch ATS platforms without putting your recruiting business on hold.

Your ATS contains years of candidate relationships, client history, jobs, notes, activities and recruiting knowledge. Moving it should not feel like a leap of faith.

Our migration team guides the transition from your first backup and test conversion through review, adjustments, final conversion and go-live – while your recruiters keep working.

You stay in control: review your own converted data before approving the live move.

MIGRATION EXPERIENCE FROM LEADING RECRUITING PLATFORMS

Crelate      Bullhorn      Loxo      PCRecruiter      Manatal      and others

Keep recruiting while we prepare your move.

The recommended path keeps your current ATS as the working system while we prepare and validate TE Recruit in parallel. The live conversion happens after you approve it.
YOU GIVE THE GREEN LIGHT

A controlled transition, not a blind cutover.

CURRENT ATS

Your team keeps working.

Recruit

Keep searches moving

Source

Add candidates

Contact

Log activity

Submit

Advance candidates

Place

Keep producing

BUSINESS KEEPS MOVING

MEANWHILE, TOP ECHELON PREPARES YOUR MOVE

YOUR TE RECRUIT ENVIRONMENT

We prepare your converted data.

Initial backup

Review source data

Map & prepare

Fields and structure

Test conversion

Your data in TE Recruit

Review

You inspect results

Adjust

We address feedback

YOU APPROVE

1. Review

You inspect your converted data.

2. Feedback

You tell us what needs attention.

3. Adjust

We make agreed changes.

4. Approve

You give us the green light.

Fresh final backup

Capture current activity

Final conversion

Move into your live account

Validate

Confirm the live environment

Go live

Support continues after launch

A proven, collaborative migration process.

Every recruiting database is different. We plan around your data and workflow instead of treating your move like a generic file import.

01

We Plan Your Move

We learn how your team uses its current ATS and identify the data, fields, requirements and timing that matter.

02

See Your Data Before You Switch

We perform a test conversion so you can review your own information in TE Recruit before the live move.

03

You Decide When You're Ready

After the review loop is complete, you approve the cutover. We then request a fresh backup to capture recent activity.

04

We Move You Live

We complete the final conversion, validate the live environment and stay with your team after go-live with full training and support.

A team behind your move

You won't migrate alone.

Changing your ATS affects your whole recruiting operation. Your migration is coordinated by people who know the process and stay involved from the first backup through go-live.

PM

Migration Project Lead

Your primary point of contact coordinates milestones, questions, approvals and timing.

TE

Technical Migration Team

Reviews source data, handles mapping and conversion, and addresses technical findings.

CS

Training & Customer Success

Helps your team get comfortable with TE Recruit and supports adoption after launch.

Don't just take our word for it.

Recruiting firms have already made the move from major ATS platforms to TE Recruit.

The transition was very smooth, they communicated frequently, and they were very patient with our many questions.

Amanda Tomasits
Capital Search Network, Inc. – migrated from Bullhorn

See your own data first

Your primary point of contact coordinates milestones, questions, approvals and timing.

Iterate before go-live

Feedback and agreed adjustments happen before approval.

Keep recruiting

Your team can continue using the current ATS during preparation.

Support after launch

The relationship continues after the final conversion.

Frequently Asked Questions (FAQ)

Questions about switching to TE Recruit?

Here are the questions recruiting firms commonly ask when planning an ATS migration.

Can I see my converted data before going live?

Yes. The process includes a separate test environment where you can review the initial conversion and provide feedback before approving the final live move.

Can we keep using our current ATS during the migration?

That is the recommended path. Your team can continue working in the current system while the test conversion is prepared, reviewed and adjusted.

What happens to activity created after our first backup?

Once you approve the conversion and are ready to cut over, the migration team requests a fresh final backup so recent activity can be included in the live conversion.

What if something in the test conversion needs to change?

You provide detailed feedback, the migration team reviews it, and agreed adjustments are made before you approve the final conversion.

Can custom fields be migrated?

Custom fields and unique configurations are reviewed during planning and mapping. The exact approach depends on the structure and format of your source data.

How long does a migration take?

Timing depends on the source system, file format, database complexity and current migration workload. Your migration lead will keep you informed as the project progresses.

Who manages our migration?

A migration project lead coordinates the process with the technical migration team and the people helping your team onboard, train and succeed in TE Recruit.

What happens after we go live?

Top Echelon support, training and Customer Success remain available to help your team settle into TE Recruit and keep building momentum.

Changing your ATS is a big decision. You don’t have to make the move alone.

From candidate sourcing and CRM to automation, reporting, and TE Network integration, see how TE Recruit helps recruiting agencies stay organized, work faster, and scale without enterprise complexity.

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