Migration Guide
Switch from Recruit CRM to Laureo
Bring your companies, your candidates and your jobs across as spreadsheets, then connect your inbox and get an AI that works on all of it. We have not seen a real download out of this product yet, so this page tells you that rather than pretending otherwise.
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 company we brought across with no owner on the record, then draft a short note asking the team who should take each one.”
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 Recruit CRM
On Recruit CRM
Nothing published tells you what a download of your own records contains, so the first time anybody finds out is the day they need it.
With Laureo
We say plainly that we have not checked this one against a real download, and the review screen shows you every column we could not place before a single record is written.
On Recruit CRM
Your candidates, your clients and your jobs live in one product, and the assistant you get on top of them depends on the plan you are on.
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
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 rather than tidying it first.
Download your candidates and your jobs
Do the same for both. Keep the company name column in the jobs file, because that is what joins a job to the client it belongs to.
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 candidates, then the jobs
In Laureo, open Admin, then Import. Pick Recruit CRM from the list and send the files in that order, so every candidate and every job finds the company it belongs to.
Read the review screen carefully
We have not checked this product against a real download, so read the list of columns we could not place before you press the button. Tell us what is on it and we will fix the reading for everybody.
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 Recruit CRM 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.
- We have not seen this product's own export up close. Open the file you get, check its columns against the ones we say we read, and tell us what is missing.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
Recruit CRM 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.
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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.