Leave your old CRM behind. Keep everything else when you move to Atlas.

Most agencies put off switching software because they’re afraid of what gets lost in the move. Years of candidate history, placement records, and client relationships are all at risk if the migration goes wrong. Share your database with us, and our team handles the rest. 

We map, transform, and test, so you can go live with fully indexed, searchable records. We combine AI-driven automation with hands-on engineering expertise so the move is fast, clean, and transparent at every step. Your team picks up exactly where they left off and starts winning new business.

Some of our successful migrations

Dive into our data migration process

We break it down step by step so you don’t have to guess what happens with your data.
Start here

We turn raw data into real business opportunities

Your previous provider will hand over your database, usually as a CSV or a full backup file. Once we receive it, we load it into a live, queryable environment so our engineers can inspect and understand your data before any transformation begins. This step is always free once you’ve settled up with your outgoing provider. If anyone tries to charge you for the export, let us know.

You stay in control of how your database maps across

Before any transformation happens, you log in to your personal migration dashboard and review how your existing fields map across to Atlas. Things like candidate status labels, engagement types, and custom attributes all need a human decision before they move. Our team provides a clear reference guide and works through any edge cases with you directly. Nothing gets transformed until the mapping is signed off.

Your data gets reshaped to fit Atlas perfectly, every field in the right place

Every CRM stores data differently. Field names, record structures, and status labels that made sense in your old system need to be reshaped before they work properly in Atlas. 

Our engineers write custom transformation scripts for your specific dataset, with AI handling the repetitive work. This stage typically takes two to three days, and you’ll have full visibility into progress throughout.

Hundreds of checks run before a single record goes live on your portal

Before anything moves forward, every table in your dataset goes through a battery of automated tests. We check for missing required fields, duplicate records, NULL values, and inconsistencies across the board, typically 30 to 40 tests per table, adding up to 300 or more checks across your full dataset. 

Generative AI flags anomalies that rule-based tests would miss. If something doesn’t pass, we fix it before proceeding. You only move to staging with clean data.

You sign off on your data before anything goes live

Once transformation is complete, your data moves into a staging environment that looks and behaves exactly like Atlas. You’ll receive a structured checklist covering people, companies, contact details, and more, so you can verify that everything carried across correctly. 

Our migration team is with you throughout, and the dashboard keeps you updated daily on what’s been completed, what’s pending, and any open questions. We move at your pace, and nothing goes to production until you’re satisfied.

Go live with your full database intact and your team uninterrupted

Once you approve staging, your data moves to production. If your team has already started using Atlas, the migrated records merge cleanly with your live data. If not, your verified dataset becomes your starting point. 

Every record is immediately indexed for search, so your team can find candidates, contacts, and companies the moment they log in. Attached files, including CVs, contracts, and any other documents, are linked back to the right records so nothing gets orphaned. From here, it’s business as usual.

Customer testimonials

Fraser Tait
// Founder @ Ethiq

I've tried a lot of recruitment tech, but Atlas is next-level. Less admin, more time, and features that actually work! Recruitment agencies, this is the platform you need!

Jamie Rogers
// Founder @ Attis Global

In my 15 years in recruitment, I’ve never experienced such a genuine game changer as Atlas! Everything has improved, admin is non existent, and productivity has increased 10x compared to our old CRMs (Bullhorn and Vincere). If you are in recruitment, you absolutely HAVE to try it!

Ross Hoare
// Director @ Hyperion Search Ltd

We’ve been using Atlas for the last year and it’s like nothing we’ve ever used before. The platform is so intelligent and with all communications recorded, it makes the life of a recruiter so much easier. As the platform is entirely built on AI, it saves us time on all aspects of our job. The platform is constantly evolving with new features dropping weekly, it can be hard to keep up. A huge upgrade from Bullhorn!

Tom Short
// Founder @ Leo Partners

Atlas is infinitely better than anything else on the market and if you aren't using it, you are at an incredible disadvantage!

William Johnson, MS
// Co-Founder @ William and William Recruiting

Atlas is ‘must use’ when it comes to recruitment technology. There’s no point in starting a recruitment business or continuing to run a recruitment business without it. You might as well say ‘I want to not win’ when you choose not to use Atlas. We cannot fathom the work that’s been done with Atlas and are excited to scale our team with it.

Qamar Khan
// Founder @ Greenstone Talent

Rec tech is the wild west of the industry. Overly complex workflows, the need to buy multiple pieces of software, expensive and slow to innovate. Atlas has solved all of the above problems with an AI infused platform that eliminates ‘tech stack bloat’, spiraling costs and cutting edge innovation. Add to this direct access to the founder (Jordan) and you have a recipe for the best CRM that listens to its customers and iterates faster than any of its competitors.