PilotRecruitment CRM migration: JobAdder → Spott
Moving a recruitment agency from JobAdder to Spott without losing years of candidate, client and job history.
Why it needed building.
A recruitment agency wanted to move to Spott. The risk with any migration is the same: lost notes, broken links between candidates and jobs, and a team that doesn’t trust the new system.
We ran the migration end to end, working closely with the client’s team, and made sure the history they rely on came across intact.
Piece by piece.
Everything in the old system listed: contacts, companies, jobs, notes, attachments.
Old fields mapped to the new schema, agreed with the team.
Duplicates merged and formats normalised before import.
A sample batch imported and spot-checked by the client.
Full import with activity history attached.
Team walkthrough and sign-off.
Press run to see it work.
A simplified version of the real workflow, with sample data.
Workflow
Run logSample data
The difference it makes.
We only publish numbers clients have verified. These are the changes in how the work gets done.
Candidates, clients and jobs still linked after the move.
Duplicates gone before they reached the new CRM.
Sign-off only after the team checked their own records.