Migration Guide
Switch from Crelate to Laureo
Bring your clients, your candidates and the placements you made across as spreadsheets, then connect your inbox and get an AI that works on all of it. Resumes and the submission history stay behind, and this page says so before you start.
After the move
Your records land in one database, and the AI can act on all of them. A sample prompt once you are in:
“Hey Laureo, show me every client we brought across with an open placement and no contact in the last two weeks, then draft a short update to each owner for my approval.”
Good to know
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Why teams switch from Crelate
On Crelate
One export run stops at a row count, and a saved search stops lower still, so a long list has to be taken in pieces and counted by hand.
With Laureo
Your records are yours on every plan. Take them whenever you want, in a file you can open, with nothing to request and nobody to ask.
On Crelate
Splits, time cards and billable items each come out on a sheet of their own, and nothing joins them back up to the placement afterwards.
With Laureo
We say what does not come across before you start, on this page and again on the review screen, so nothing goes missing quietly.
On Crelate
Your records are kept for a few months after you cancel and then they are gone, with no promise that anybody can get them back.
With Laureo
Everything lands in one connected database you can download from at any time, and the AI drafts, updates and queues work for your approval across all of it.
Migration steps
Download your companies
Open your companies list, choose the columns you want and save it as a spreadsheet. Send it exactly as it comes out.
Download your contacts
Do the same from your contacts list. If the list is long, take it in pieces and write down how many rows you got each time.
Download your placements
Save the placements list the same way. That is the file your deals come from, so keep the company name column in it.
Count what you got
One export run stops at a row count, and a saved search stops lower still. Compare the rows in each file against the number your list shows before you move on.
Unzip the whole account download
If you asked for the whole account instead, it arrives as a set of spreadsheets zipped together, one per record type. Unzip it first and send the files one at a time.
Create your Laureo account
Sign up, name your organization, invite your team and set who can see what. This takes about five minutes.
Send the companies, then the contacts, then the placements
In Laureo, open Admin, then Import. Pick Crelate from the list and send the files in that order, so every contact and every placement finds the company it belongs to.
Connect your inbox
Link Gmail or Outlook from your Laureo settings. Mail and calendar sync live and attach themselves to records by address, so past correspondence is not part of the spreadsheet work at all.
Check it, then go live
Spot check what landed, send a test email and compare your totals against the counts you wrote down. If something is wrong you can undo the move inside the undo window listed in Good to know above, and the undo screen names anything it cannot take back out before you confirm.
What comes across
This list is generated from what Laureo actually reads out of a Crelate export, so it cannot promise you more than the product delivers.
| What you send | Where it goes |
|---|---|
| Clients | Companies |
| Candidates and contacts | People |
| Placements | Deals |
What is not coming across.
- Resumes and attachments do not come across. Every file stays on the profile you exported it from, so keep that account open until you have downloaded what you need.
- Notes and activity history do not come across. Calls, emails and the running commentary on a candidate stay where they are.
- The interview and submission history does not come across. Submissions, interview stages and send outs have nowhere to land here, so a candidate arrives with the stage you gave them and nothing behind it.
- Your download does not carry the files themselves. Bring them over in a second step: send us a zip of the files and a list saying which record each one belongs to.
- There is no separate place for candidates in Laureo. A candidate arrives as a person, with the stage they had and their labels as tags, and that is deliberate rather than a gap we are filling next.
- A client keeps its name, how to reach it and who owns it. Agreements, rate cards and the paperwork attached to the client do not come across.
- A placement keeps its title, its client, its money and its dates. Splits between recruiters, time cards and invoices do not come across.
- Placement splits, time cards and billable items each come out as their own spreadsheet and none of them comes across.
- One export run stops at 15,000 records from the contacts list and 10,000 from a search, so take large lists in pieces and check the counts.
- The full account export arrives as a set of spreadsheets zipped together, one per record type. Unzip it first and bring the files across one at a time.
- Data is deleted 180 days after an account is cancelled and the vendor makes no promise it can be recovered after that, so take the export before you cancel.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
Crelate migration questions
Related Resources
- Migration GuideAll migration guidesEvery product we have written a move for, and how each one gets out.
- Help CenterImport helpThe columns Laureo reads, the order to send files in, and how to undo a move.
- PricingAI is included on every plan as a share of your budget, and using the assistant needs a Power seat. Cancel any plan before your cycle ends.
Ready to make the move?
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