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Loxo to Manatal Migration Guide

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How to Export Your Data from Loxo

Request a data export from Loxo via their export feature or by contacting Loxo Support.

You will typically receive your data via a CSV download link or secure file transfer.

Forward your Loxo files or download links to sales@manatal.com to begin your migration.

Data Mapping

Organization

Loxo Organizations are migrated into Manatal as Organizations (Clients/Departments).

Typical migrated data includes:

Your Field in Loxo Manatal Organization Field
Name Name
Created By Creator
Owned By Owner
Description Description
Addresses Address
URL Website
Global Status Stage
Created Date Created Date
Updated Date Updated Date
Lists Tags
Activity Notes (Type, Subject, Content) Notes
TOB Status TOB Status (custom field)
Types Types (custom field)
Phones Phones (custom field)

Candidate

Loxo Candidates are migrated into Manatal as Candidates.

Typical migrated data includes:

Your Field in Loxo Manatal Candidate Field
Name Full Name
Created By Creator
Owned By Owner
Description Description
Address Address
Country Country
City City
Emails Email
Phones Phone Number
Created Date Created Date
Updated Date Updated Date
Social (LinkedIn) LinkedIn URL
Skills Skills
Tags Tags
Activity Notes (Type, Subject, Content) Notes
Experience (Title, Employer, Dates, Description) Work Experience
Location Location Data (custom field)
Source Source (custom field)
Types Types (custom field)
Lists Lists (custom field)
Social Links (All) Social Links (custom field)
Nationality Nationality (custom field)
Work Email Work Email (custom field)
Work Phone Work Phone (custom field)
Updated By Updated By (custom field)
Compensation Compensation (custom field)
Notice Period Notice Period (custom field)
Education Education from Loxo (custom field)

Job

Loxo Jobs are migrated into Manatal as Jobs.

Typical migrated data includes:

Your Field in Loxo Manatal Job Field
Title Job Title
Company Linked Organization. Each Job in Manatal is tied to a specific Organization.
Created By Creator
Owners Owner
Description Description
Country Country
City City
State State
Address Address
Status Status
Date Opened Open Date
Compensation Package Details
Type Contract Type
Created Date Created Date
Updated Date Updated Date
Remote Allowed Remote Work
Activity Notes (Type, Person, Content) Notes
Job Contact Name Job Contact (custom field)
Published Date Published Date (custom field)
Seniority Levels Seniority Levels (custom field)
Fee Type Fee Type (custom field)
Category Job Category (custom field)
Fee Job Fee % (custom field)
Notes Job Notes (custom field)

Contact

Loxo Contacts are migrated into Manatal as Contacts.

Typical migrated data includes:

Your Field in Loxo Manatal Contact Field
Name Full Name
Current Employer (Organization) Linked Organization. Each Contact in Manatal is tied to a specific Organization.
Description Description
Phones (Work) Phone Number
Created By Creator
Social (LinkedIn) LinkedIn URL
Emails Email
Created Date Created Date
Updated Date Updated Date
Activity Notes (Type, Subject, Content) Notes
Phones (Personal) Personal Phone (custom field)
Emails (Personal) Personal Email (custom field)
Social Links (All) Social Links (custom field)

Application

Loxo Applications 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 Loxo Manatal Match Field
Linked Candidate Linked Candidate
Linked Job Linked Job
Created By Creator
Created By Owner
Created Date Created Date
Activity Type Stage

User Mapping

Owners and creators from Loxo 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

Loxo activity notes appear on Organizations, Candidates, Jobs, and Contacts. They are migrated into Manatal as notes on the respective records.

Notes may be attached to:

  • Organizations (from activity notes)
  • Candidates (from activity notes)
  • Jobs (from activity notes)
  • Contacts (from activity notes)

Typical note fields preserved include:

  • Note type
  • Note subject
  • Note content

Attachments and Resumes

Resume and attachment migration is handled after the core migration is completed.

Migrated attachments typically include

  • Candidate Resumes
  • Candidate Attachments
  • Organization Attachments
  • Job Attachments
  • Contact Attachments
  • Match 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.