Migration Guide
Switch from Recruiterflow to Laureo
Bring your companies, your candidates and your jobs across as three spreadsheets, then connect your inbox and get an AI that works on all of it. Resumes, attachments and notes 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 job we brought across with no candidate attached, then draft a short note to each owner asking who is in play.”
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 Recruiterflow
On Recruiterflow
The download is the records only. Resumes, attachments and the running commentary on a candidate stay on the profile you exported them from.
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 Recruiterflow
Only the columns you can see in your saved search come out, and a column an administrator hid from you is missing from the file itself.
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 Recruiterflow
The candidate, the client and the role each sit in their own corner of the product, and the assistant on top of them is somebody else again.
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
Check what your saved search can see
Only the columns in front of you come out. If an administrator has hidden something you need, ask for it back before you run the download rather than after.
Download your companies
Save the companies list as a spreadsheet and send it exactly as it comes out. This is the file everything else attaches to.
Download your candidates and your jobs
Do the same for both lists. Keep the company name column in the jobs file, because that is what joins a job to the client it belongs to.
Save what the download leaves behind
Resumes, attachments and notes are not in any of the three files. Pull down the ones you still need while your account is open, because there is no later.
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 Recruiterflow from the list and send the files in that order, so every candidate and every job 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 Recruiterflow 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.
- The export is the data only. Resumes, attachments and notes do not come along, and they stay on each profile where you left them.
- Only the columns you can see in your saved search come out, and any column an administrator has hidden from you is missing from the file itself.
- 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.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
Recruiterflow 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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