Leave your old CRM behind. Keep everything else when you move to Atlas.

Most agencies put off switching software because they’re afraid of what gets lost in the move. Years of candidate history, placement records, and client relationships are all at risk if the migration goes wrong. Share your database with us, and our team handles the rest. 

We map, transform, and test, so you can go live with fully indexed, searchable records. We combine AI-driven automation with hands-on engineering expertise so the move is fast, clean, and transparent at every step. Your team picks up exactly where they left off and starts winning new business.

Some of our successful migrations

Dive into our data migration process

We break it down step by step so you don’t have to guess what happens with your data.
Start here

We turn raw data into real business opportunities

Your previous provider will hand over your database, usually as a CSV or a full backup file. Once we receive it, we load it into a live, queryable environment so our engineers can inspect and understand your data before any transformation begins. This step is always free once you’ve settled up with your outgoing provider. If anyone tries to charge you for the export, let us know.

You stay in control of how your database maps across

Before any transformation happens, you log in to your personal migration dashboard and review how your existing fields map across to Atlas. Things like candidate status labels, engagement types, and custom attributes all need a human decision before they move. Our team provides a clear reference guide and works through any edge cases with you directly. Nothing gets transformed until the mapping is signed off.

Your data gets reshaped to fit Atlas perfectly, every field in the right place

Every CRM stores data differently. Field names, record structures, and status labels that made sense in your old system need to be reshaped before they work properly in Atlas. 

Our engineers write custom transformation scripts for your specific dataset, with AI handling the repetitive work. This stage typically takes two to three days, and you’ll have full visibility into progress throughout.

Hundreds of checks run before a single record goes live on your portal

Before anything moves forward, every table in your dataset goes through a battery of automated tests. We check for missing required fields, duplicate records, NULL values, and inconsistencies across the board, typically 30 to 40 tests per table, adding up to 300 or more checks across your full dataset. 

Generative AI flags anomalies that rule-based tests would miss. If something doesn’t pass, we fix it before proceeding. You only move to staging with clean data.

You sign off on your data before anything goes live

Once transformation is complete, your data moves into a staging environment that looks and behaves exactly like Atlas. You’ll receive a structured checklist covering people, companies, contact details, and more, so you can verify that everything carried across correctly. 

Our migration team is with you throughout, and the dashboard keeps you updated daily on what’s been completed, what’s pending, and any open questions. We move at your pace, and nothing goes to production until you’re satisfied.

Go live with your full database intact and your team uninterrupted

Once you approve staging, your data moves to production. If your team has already started using Atlas, the migrated records merge cleanly with your live data. If not, your verified dataset becomes your starting point. 

Every record is immediately indexed for search, so your team can find candidates, contacts, and companies the moment they log in. Attached files, including CVs, contracts, and any other documents, are linked back to the right records so nothing gets orphaned. From here, it’s business as usual.

Customer testimonials

Xan Winterton
// Founder @ Rippl

Atlas is the best CRM platform I have ever used, it is built exactly how you think something should work utilizing the best of AI. Not only does Atlas capture everything you do, highlight everything you need to know and help uncover missed information from a simple search, the team are also fantastic. They solve tickets quickly but most importantly the Atlas you see today isn’t the Atlas you’ll have next week or in three months time. They are constantly adding new features which don’t slow anything down. Highly recommend.

Bradley Bartlett
// Chief Executive Officer @ IB Global Recruitment

Atlas has been a gamechanger - Combining data collection, outreach and workflow has made my life considerably easier!

Daniel Moussa
// Founder @ Thirdway Advisory Pty Ltd

Never has a CRM changed the game so much when it comes to recruitment. Jordan and the team at Atlas are building something truly incredible with the sole focus of allowing recruitment consultants to focus on what they are incredible at, being consultants. If you are a recruitment company and you’re not using Atlas, be prepared to be left behind in the dust.

Jamie Bootle
// Founder @ Process

Having used other 'market leading' CRMs Atlas feels a class above. It is simply, flexible and intiutive. The rate at which new features are being launched and upgraded is unparalleled to what I have seen in the market.

Jamie Rogers
// Founder @ Attis Global

In my 15 years in recruitment, I’ve never experienced such a genuine game changer as Atlas! Everything has improved, admin is non existent, and productivity has increased 10x compared to our old CRMs (Bullhorn and Vincere). If you are in recruitment, you absolutely HAVE to try it!

Qamar Khan
// Founder @ Greenstone Talent

Rec tech is the wild west of the industry. Overly complex workflows, the need to buy multiple pieces of software, expensive and slow to innovate. Atlas has solved all of the above problems with an AI infused platform that eliminates ‘tech stack bloat’, spiraling costs and cutting edge innovation. Add to this direct access to the founder (Jordan) and you have a recipe for the best CRM that listens to its customers and iterates faster than any of its competitors.