Tracker Implementation

Data Migration and Setup that Gets You Going Faster

Data migration included in every onboarding package

Switching to a new ATS is a major move, and your data is too valuable to leave to chance. Tracker’s dedicated implementation team manages every migration with expertise, precision, and fixed-price certainty, so the burden of success sits squarely with us.

With experience migrating data from over 100 different ATS and CRM platforms, including Bullhorn, Avionte, and more, we know that no two databases are the same. Every migration is scoped individually, with a clear process and defined expectations from day one.

Every Tracker onboarding package includes data migration, scaled to the size and complexity of your data. Whether you are moving core records or a full back office, there is a migration path designed for your needs.

Core Onboarding Package

Best for agencies with straightforward data who want a fast, clean start

Included in this package:

Users, companies, contacts, jobs, candidates, placements, standard activities, and documents
Up to 5 years of historic data
1 data source
1 data iteration
Standard configuration, no custom mapping or field setup

Professional Onboarding Package

Best for established agencies with richer records that need deeper data continuity

Included in this package:

Everything in Core, plus employment and education history, skills, lists, and references
Up to 2 data sources
Up to 4 data iterations
Up to 100 custom fields
Status and type mapping included
Back-office extensions included

Enterprise Onboarding Package

Best for complex, high-volume agencies with a back-office component

Included in this package:

Everything in Professional, plus compliance data, lifecycle data, timesheets, invoices, shifts, payments, rate cards, and purchase orders
Up to 5 data sources
Unlimited data iterations
Unlimited custom fields
Custom document and activity type mapping
All historic data included

Starting simple? Direct import gets you moving fast.

Not every agency needs a full migration. If your core data lives in spreadsheets or you have a library of resumes to bring across, our direct import tool is a cost-effective way to get your records into Tracker quickly.

What you can import:

Clients, contacts and candidates Import from Excel, CSV, or similar flat files for $250 per import file. Most ATS and CRM platforms allow data exports in these formats, making this a straightforward option for teams that want their core records without full migration complexity.
Resumes and CVs Bulk parse existing resume documents in any digitally readable format (doc, docx, pdf) directly into Tracker. Full candidate records are created automatically, at $250 per import file for structured data and $100 per 1,000 resumes for document parsing. Ownership can be assigned by user, department, or source.

Important to know: Direct import covers core records only. Relational data including activities, notes, emails, and work history requires a full migration. If your data needs significant cleaning, restructuring, or de-duplication before import, a small additional charge may apply. We will always confirm this upfront after reviewing your files.

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Prefer to start fresh?

Some agencies choose to launch Tracker without carrying over historical data. This is a popular option for newer agencies and for teams that no longer trust the quality of their existing records. We will configure your full system, including users, templates, and workflows, from scratch, so your team is ready to hit the ground running from day one.

Why choosing the right ATS migration approach matters

Data migration is one of the most underestimated steps in any ATS or CRM transition. A well-executed migration gives your team full continuity from day one, with every contact, placement, and client relationship exactly where it should be. A poor migration can mean lost records, a harder-to-use system, and real disruption to your business.

That is why Tracker never charges hourly for migration work. All pricing is fixed, which means our incentive is the same as yours: get it right and get it right the first time.

While extracting data from your legacy system is your responsibility, our team brings years of recruitment industry experience across 100-plus migrations. We can advise on how to export your data and prepare it for transfer, and we configure every migration to match how your team actually works. No two migrations are the same, and our individualized approach ensures every piece of data makes sense the moment you log into Tracker for the first time.

How the data migration process works

Introduction and ScopingReview your data, agree on scope, and confirm fixed pricing
Quality ReviewFirst pass of migrated data for your team to review
Enhancement ReviewRefinements based on your feedback
Final ReviewFull sign-off before go-live
Go LiveLive in Tracker with your data intact and ready to use