Data Migration - Testing your Data

General Guidelines

• Check only records unchanged since your backup.

• Be aware of Phase 1 limitations:

  • Some documents or files may take longer to appear.

  • For Full Migrations, jobs may not appear until later phases.

• Report any missing or incorrect data to your Migration Consultant and provide screenshots from your curent software to demonstrate. 

Candidate Records

• Verify basic contact information (name, phone numbers, emails).

• Check employment details, pay info, and coding/preferences.

• Review additional/custom fields, especially non-standard compliance or client-specific fields.

• Check the actions/history panel for logged emails, calls, and status changes (if applicable).

• Review associated documents—these may appear in later phases.

Contacts & Companies

• Confirm all key fields have migrated correctly.

• Ensure relationships (e.g., candidate → company, candidate → contact) are preserved.

Jobs & Placements (Full Migrations)

• Check job titles, assigned contacts and companies, coding information, and pay details.

• Verify placement records show the correct candidate assignments and dates.

• Check recruitment history under candidate profiles.

• Review any job-related documents; some may appear later.

• Ensure workflow stages (e.g., considering, interview, placed) reflect your previous system.

Next Steps

• Note any missing or incorrect information and report it to your Migration Consultant.

• Use the provided walkthrough video to guide you step-by-step through the preview site.