Are you completing your own implementation through our self-service offering? Please read this article on migrating your data.
Migrating data from Jobvite to Lever doesn’t have to be tricky. We’ve built a set of internal tools to help simplify this process. Once you’ve set up your active jobs and career site, you can request for your Jobvite data to begin the migration process. The process consists of three main steps.
Step 1: Clean up Jobvite data
Before you request for your Jobvite data, you want to make sure that your data is up-to-date. The last thing you want to see after we migrate your data into Lever are thousands of stale candidates in your active pipeline that you haven’t interacted with in years. So we advise that you take this time to complete all your workflows, deposition any inactive candidates, and/or close out any jobs prior to requesting for your data.
Step 2: Request for your Jobvite data
Once your Lever-powered careers page has been launched, you’ll need to request for your data extract in XML format from your Jobvite contact. Jobvite’s extraction process can take up to 3-4 weeks depending on the amount of data that you have. You can also put in a request ahead of time to have your data extracted and sent to you on your designated launch date in order to secure a spot in their technical support queue.
Here are the files that come with that export:
- An XML file containing all job postings
- An XML file containing all candidates with resumes
Jobvite will make these files available on an FTP site and will send you the credentials to access them. You can then send your Implementation Specialist the credentials and our Jobvite migration tool will take care of the content extraction, this process can take up to 48 hours. We also recommend that you download a copy of the data in case you need it for future audit purposes.
Step 3: Jobvite data mapping
Once we have all the content extracted, your Lever Implementation Specialist will work with you to map your legacy candidate/job data onto your new Lever structure (i.e. Stages, Archive Reasons, Departments/Teams, etc.). Even if you didn’t clean up as much data as you needed to in step 1, we can always use this step to assist with some of the cleanup. Once your mappings are set, we will import your Jobvite job posting and candidate data into Lever.
Frequently Asked Questions
How quickly can we start the migration?
You can make a request for data from your Jobvite as soon as your Lever-hosted careers page has been launched. This will ensure that no applications are lost in the transition. Once we have the data, it’ll typically take 1-2 weeks in total to extract, transform, and load the data.
Can we migrate feedback, emails, and notes?
We do want to note that Jobvite may not always provide all your data in a format that can be imported. We will attempt to salvage as much data as possible, but we can’t promise it will be perfect. So as long as your feedback, emails, and notes are structured in the standard way within Jobvite, all this content will come over in a form of a Lever note within the candidate’s opportunity in Lever. You can also use Lever’s manual email sync feature to bring over emails for a specific candidate. This feature will only bring over the email chains between you and the candidate.
Can we import candidates and prospects from a spreadsheet?
Absolutely! If you currently store all your candidate data across spreadsheets, it’s recommended that you bring all that data into Lever. We’ll provide you with the template to fill out, then we can do a one-time import into Lever as part of the onboarding process.