Map the sources
Tell us which ATS, CRM, spreadsheet, database or file export holds your information, and who owns what today.
Data migration
Your database is the business. Bring all of it.
No agency should have to choose between better software and the relationship history it spent a decade building. Tell us where your data lives and we will scope the cleanest path into Poach with you.
What we can review
The data behind the desk.
Every source is different — an incumbent ATS, a general-purpose CRM, a shared drive of spreadsheets, a database export, or all four at once. We start by understanding what you have, what matters, and what is honestly worth bringing forward.
01Candidate and contact records✓
02Client companies and hiring managers✓
03Jobs, reqs and pipeline history✓
04Notes and relationship context✓
05Call, email and message activity✓
06Resumes and attachments✓
07Placements and billing history✓
08Custom fields and owner assignments✓
A cleaner transition
Review first. Move second. Verify always.
Define the scope
Decide what moves, what stays behind, and which fields, owners or relationships need special handling on the way across.
Validate the result
Review the migrated records and the counts that matter — people, companies, jobs, placements — before your team treats Poach as home.
After the move
A migration is only good if the data stays good.
Most imported databases rot within a quarter: three versions of the same person, four spellings of the same company, no way to tell which record is real. Poach keeps the cleanup in the product rather than in a one-time project.
- 01 Duplicate detection across imported people
- 02 Company matching so one client is one company
- 03 Resume parsing that fills structure, not just attachments
- 04 An audit log with a recoverable trash, so a bad bulk edit is survivable
