// Recruitment Technology

Migrating from Recruiterflow to Atlas: Your Guide to a Seamless ATS Move

Migrating from Recruiterflow can feel daunting for recruitment agencies, but this guide will help you make the move to Atlas smoothly and with minimal data loss. We’ll walk you through planning, execution, and post-migration best practices to ensure the transition is as seamless and stress-free as possible.

Key Recruiterflow data migration takeaways

• Effective planning and a proper data assessment are essential for a smooth migration to Atlas, making sure your data is compatible and your new system is fully ready to go.
• Thorough data cleaning and organisation — including removing duplicates and outdated records — help maintain data integrity throughout the migration process for all recruiting agencies.
• After the migration, following best practices like regular data audits and taking full advantage of Atlas’s new features will keep your system running efficiently and help you get the most out of your recruitment operations.

Planning your Recruiterflow migration

Step 1: Exporting your Recruiterflow data

We begin by collecting your data export from Recruiterflow. Most exports are provided as CSV files or backups and may be delivered either through a secure download or FTP access.

Once you have access credentials or download links, share them with our team. We take care of retrieving and securing the data so you don’t have to deal with the technical details.

Step 2: Structuring your data for migration

We load your Recruiterflow data into a processing environment built on Amazon Redshift. Here we sort, review, and prepare everything. This includes candidate information, activity logs, company records, and any custom fields your team may have used.

We take a close look at how the data is structured and begin organizing it into a cleaner, more consistent format that works with Atlas.

Step 3: Mapping and transforming your fields

Once the data is structured, we move into mapping and transformation. You’ll access our Migration Dashboard to review how fields from Recruiterflow align with the Atlas data model. Our team will provide mapping recommendations, and you’ll be able to adjust or confirm them in the dashboard.

After mapping is confirmed, we transform the data using DBT. This includes cleaning formats, filling in missing values, deduplicating entries, and applying Atlas-compatible standards. Every step is transparent and testable.

Step 4: Quality assurance and staging review

Your transformed data is then tested through automated QA scripts. These tests verify field completeness, formatting, consistency, and data integrity. We also run AI-powered checks to identify potential anomalies or subtle data issues.

Once everything passes QA, we deploy the dataset into a staging version of Atlas. This gives your team a preview of what the final data will look like. You’ll use a validation checklist to confirm everything is where it should be, from candidate details to job records and attachments.

Step 5: Launching in production

After your team approves the staging review, we promote your data to the live Atlas platform. For existing Atlas users, we carefully merge the new data with your current setup. For new users, this becomes your clean production environment.

We complete a final index so everything is searchable. Files and attachments from Recruiterflow are linked to the appropriate records, and your migration is complete.

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Ensuring data security

Data security is absolutely paramount during migration for all recruitment agencies. One of the most important steps is encrypting your data while it’s in transit — this protects it from being intercepted or accessed by unauthorised users. Using HTTPS is a common and trusted method for encrypting web traffic, helping to secure communication between your systems and the new platform.

Transport Layer Security (TLS) is the recommended protocol for encrypted communication today, as it has replaced the older and less secure SSL standard. TLS provides a stronger layer of protection, giving you extra confidence that your sensitive data stays safe.

Regular data evaluations are also crucial. By reviewing your data security practices throughout the migration, you can identify and address any compliance gaps early on. This proactive approach helps you stay aligned with GDPR and other data protection regulations.

Implementing these security measures not only protects your candidates’ and clients’ information but also builds trust with your team and stakeholders, ensuring your data remains secure at every stage of the migration journey.

Training and onboarding your team

Training and onboarding your team are absolutely essential to help them get the most out of your new system. Tailored, personalised training that matches different learning styles makes it much easier for everyone to pick up new concepts and feel confident using new tools.

Good training can make a huge difference to how quickly and successfully your team adopts new software. When everyone feels comfortable and proficient, they’re better equipped to support business growth and make the most of the new processes and features, such as advanced analytics.

Creating clear, easy-to-follow training materials and running practical, hands-on sessions are both key parts of this process. Investing in proper onboarding and support now means fewer headaches later, and it helps build a stronger, more confident team ready to deliver great results.

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Creating training materials

Comprehensive training materials are essential for successfully onboarding new users, regardless of which recruitment agencies they come from. These should include clear user manuals, step-by-step tutorials, and an FAQ section to tackle common questions and concerns.

Hands-on training sessions are just as important. They give your team the chance to get comfortable with the new recruitment system and practise using it in real scenarios, rather than just reading about it.

Providing this mix of clear, detailed training materials alongside practical, interactive sessions ensures your team can hit the ground running. This approach not only builds confidence but also helps everyone work more efficiently and get the most out of the new system.

A well-prepared team is more likely to adopt the new tools quickly, improve overall recruitment process efficiency, and deliver better results — making your investment truly worthwhile and helping your agency scale smoothly.

Hands-on training sessions

Hands-on training sessions are vital for successful onboarding. Key factors to improve training effectiveness include:

• Tailoring learning content to meet assessed training needs, which boosts employee engagement and understanding.
• Using digital learning platforms to help automate the creation of training materials.
• Ensuring all training materials are optimised for your team’s needs.

Request a demo today and try out our knowledge base and live chat support to further enhance your team’s experience. These provide practical knowledge and help your team feel confident with the new system, ensuring a smooth transition and efficient use of your new recruitment software. Start here >>

Post-migration best practices for recruitment agencies

Implementing post-migration best practices is essential for maintaining data integrity and getting the most out of your new system. Regular data audits and making full use of new features are key strategies for ongoing success and smoother workflow automation.

These practices help you spot discrepancies early, improve system performance, and make the most of the advanced automation features offered by Atlas. This approach ensures your recruitment operations stay efficient and continue to deliver strong results.

Regular data audits to match your business needs

Conducting regular data audits helps you spot discrepancies and ensure your migrated data stays accurate and consistent over time. Periodic audits catch any inaccuracies early and help maintain high data quality standards across the organisation.

Regularly auditing your cleaned data also prevents errors and inconsistencies from creeping back in, supporting ongoing data quality. These checks confirm that your migrated information meets your established standards, giving you confidence in the accuracy and reliability of your data.

Leveraging new applicant tracking system features

Leveraging the new features in Atlas can significantly boost your recruitment efficiency. Advanced search tools automatically highlight top candidates, streamlining your processes through smart recruiting automation. By choosing the best applicant tracking system for your agency, you’ll have a much easier time keeping up your momentum.

Atlas also offers user-friendly features that are easy for recruiters and agencies to pick up, ensuring quick team-wide adoption and making it a strong fit for your needs.

With seamless integrations and built-in business development tools, Atlas helps you manage all your recruitment operations more efficiently. Making full use of these features maximises the value of your new system and leads to stronger hiring outcomes.

Frequently Asked Questions (FAQ) about migrating from Recruiterflow to a new applicant tracking system

Elevate your hiring process with Atlas – the Recruitment Platform

Migrating from Recruiterflow to Atlas is a strategic move that can transform your recruitment operations and boost overall efficiency.

By following a structured plan, carrying out thorough data collection and preparation, and prioritising data security, you can ensure a smooth and successful transition. Training your team and making full use of Atlas’s new features will help you maximise the value of your new system.

A successful migration isn’t just about moving data; it’s about setting your organisation up for long-term success. Embrace the new opportunities Atlas offers and take your recruitment process to the next level.