How to Export Your Data from Crelate
Request your Full Crelate Account Export by following the instructions here.
The export will contain your Crelate data as CSV files compressed in a single ZIP archive.
Forward your Crelate files or download links to sales@manatal.com to begin your migration.
What Your Export Will Look Like
Your export arrives as CSV files compressed in a single ZIP archive.
Data Mapping
Account
Crelate Accounts are migrated into Manatal as Organizations (Clients/Departments).
Typical migrated data includes:
| Your Field in Crelate | Manatal Organization Field |
|---|---|
| Name | Name |
| Creator Email | Creator |
| Owner Email | Owner |
| Description | Description |
| Department | Industry |
| Street, City, State, Country, Postal Code | Address |
| Domain / Website | Website |
| Status | Stage |
| Created Date | Created Date |
| Last Modified Date | Updated Date |
Contact
Crelate Contacts are migrated into Manatal as Candidates.
Typical migrated data includes:
| Your Field in Crelate | Manatal Candidate Field |
|---|---|
| Full Name | Full Name |
| Linked Organization | Linked Organization. Each Contact in Manatal is tied to a specific Organization. |
| Creator Email | Creator |
| Owner Email | Owner |
| Description | Description |
| Street, City, State, Country, Postal Code | Address |
| Email Address | |
| Phone Number | Phone Number |
| Current Salary | Current Salary |
| LinkedIn URL | LinkedIn URL |
| Created Date | Created Date |
| Last Modified Date | Updated Date |
| Activity Log (From, To, Type, Subject, Display Text) | Notes |
Job
Crelate Jobs are migrated into Manatal as Jobs.
Typical migrated data includes:
| Your Field in Crelate | Manatal Job Field |
|---|---|
| Job Name | Job Title |
| Linked Account | Linked Organization. Each Job in Manatal is tied to a specific Organization. |
| Creator Email | Creator |
| Owner Email | Owner |
| Portal Description | Description |
| Street, City, State, Country | Location |
| Number of Openings | Headcount |
| Status | Status |
| Open Date | Open Date |
| Close Date | Close Date |
| Expected Close Date | Expected Close Date |
| Maximum Salary | Maximum Salary |
| Compensation Details | Package Details |
| Created Date | Created Date |
| Last Modified Date | Updated Date |
| Start Date | Start Date (custom field) |
| Internal Description | Internal Description (custom field) |
WorkflowItem
Crelate WorkflowItems are migrated into Manatal as Matches. A match in Manatal is the relationship between a candidate and a job where they are processed for.
Typical migrated data includes:
| Your Field in Crelate | Manatal Match Field |
|---|---|
| Linked Candidate | Linked Candidate |
| Linked Job | Linked Job |
| Creator Email | Creator |
| Workflow Status | Active Status |
| Created Date | Created Date |
| Placement Date | Hired Date |
| Workflow Status | Stage |
User Mapping
Owners and creators from Crelate are matched to the right Manatal user accounts, so the users linked to your records stay correct after migration.
This applies to:
- Organization Creator and Owner
- Candidate Creator and Owner
- Job Creator and Owner
- Contact Creator and Owner
- Match Creator and Owner
- Note Creator and Owner
Notes Migration
Crelate activity logs appear on Contact records and are migrated into Manatal as candidate notes.
Notes may be attached to:
- Candidates (from Contact activity logs)
Typical note fields preserved include:
- Note type
- Note subject
- Note content
- Note sender and recipient
Attachments and Resumes
Resume and attachment migration is handled after the core migration is completed.
Migrated attachments typically include
- Candidate Resumes
- Candidate Attachments
Custom Fields
Custom fields are supported in your migration. In addition to the standard fields mapped above, we can migrate the custom fields your team has set up in your previous system.
Please raise to the migration team for custom fields to be included in the migration.