Migration Guide
Switch from JobAdder to Laureo
Ask for a spreadsheet of each list you keep, bring your clients, candidates and roles across, 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, list every client we brought across with an open role and no contact in the last ten days, then draft a short check in email 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 JobAdder
On JobAdder
There is no button that hands you your own records. You raise a request, wait, and get back files built for a database rather than for a person.
With Laureo
Your records are yours on every plan. Download them whenever you want, in a file you can open, with nothing to request and nobody to ask.
On JobAdder
Work history and education sit as long blocks of text on a profile, and nothing on the other side of a move has anywhere to put them.
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 JobAdder
The candidate, the client and the role each sit in their own corner of the product, and joining them up is somebody on your team doing it by hand.
With Laureo
Everything lands in one connected database, and the AI drafts the reply, updates the record and queues the work for your approval across all of it.
Migration steps
Ask for spreadsheets, not a database
Raise a request with their support and ask for one spreadsheet per list: your clients, your candidates and your job orders. The database files they hand over by default are not files anybody can open.
Say which columns you need
Name the columns you want in the request: how to reach a person, who owns the record, the money on the role and the dates. It is faster to ask once than to ask twice.
Check the files when they land
Open each one and count the rows against the number your own list shows. A file that arrived short is worth spotting now rather than after you have cancelled.
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 clients, then the candidates, then the roles
In Laureo, open Admin, then Import. Pick JobAdder from the list and send the files in that order, so every candidate and every role finds the client 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 JobAdder 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.
- Work history and education come out as long text on the profile and there is nowhere here that holds them, so they do not come across.
- 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.
- There is no self serve export here. Support sends you your database files, and those are not files we can read, so ask instead for a spreadsheet of each list you want to bring.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
JobAdder 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?
Start your 14-day trial, send your files, and review every duplicate before a single record lands.
By continuing you agree to our Terms and Privacy Policy.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.