Migrating your data into Loxo is an easy process, and will save you huge amounts of time as you get started with the Talent Intelligence Platform. Loxo's data team is committed to making your move to Loxo a breeze. As with any technical process, the details matter. It's important that you understand the process BEFORE you get started.
For a Free Data Migration, steps 1, 3-5 still apply. However, a Free Data Migration is limited to bringing limited person and company data into Loxo. This includes the typical profile details, contact information and attachments. Jobs, activities/events, notes etc. are not included in a Free Data Migration. You will still request a Full Data Export from your previous system.
Read more to understand the 5 simple steps to a smooth and swift data migration. If you have any questions or are confused at any point, reach out to your Customer Success Manager or Onboarding Specialist. We like to remind customers to ask questions BEFORE your migration gets underway.
Step 1: Request and Share Your Data
Step 2: Data Consultation
Step 3: Data Preview Processing
Step 4: Revision Period
Step 1: Request and Share Your Data
You will need to request a full data export from your previous ATS/CRM (this can take multiple weeks, so the quicker the export is requested the quicker Loxo can get started!)
Upload your data export into your Loxo platform, you can read more about Loxo's file sharing site to upload your data. Alternatively, you may send data or means to access your data to Loxo, via your customer success manager.
Schedule a pre-mapping call with your Data Migration Specialist.
Explore Loxo and all of the available customizations that is offers your team. We recommend registering for our live trainings to get an understanding of the talent intelligence platform and configurations that will work well for your team.
Step 2: Data Consultation - Only for Standard Migrations
The goal of this call is to lay the groundwork for a successful data migration. Your Data Migration Specialist will walk you through the process, timelines and requirements of the mapping.
To get an idea for the types of mapping that will be covered, check out Data Mapping in our help center.
This is an opportunity to walk through high-priority items, customizations or data outliers that need to be addressed with Loxo’s data migration team. Please ensure you raise these on this call. Delays in sharing this information could impact the timeline of your data migration.
Any changes to fields (including name changes) must be raised on this call. Once the migration has begun, any changes to the confirmed mapping may result in additional time or costs due to re-mapping needs.
Timeline and expectations for your data migration will be outlined during this call.
Step 3: Data Preview Processing
This is your chance to sit back and let our team get to work. Seriously - the less you do to change your data, the better your data migration will go. Avoid merging any records - merging is very hard to undo, so let our team merge records for you as a part of the data migration process.
Data will be migrated into Loxo to match customer’s desired outcome.
No changes to fields can be made in the platform whilst this is ongoing.
Step 4: Revision Period
You're almost done! Your Data Migration Specialist will reach out to confirm your data has been migrated.
Once you receive confirmation, you should review the data to ensure the migration meets the discussed outcome.
If any changes are requested, you may need to discuss re-mapping with your Data Migration Specialist.
Step 5: Data Signoff & Migration Complete
When you have reviewed your data and confirm a successful migration, your Data Migration Specialist will send an email confirmation.
Congratulations, your data migration is complete! You can now take flight in Loxo.
Check out our help resources. The Loxo Help Center is a great place to find articles on everything from posting a job listing to running reports.
You can attend our Live Trainings at your convenience, we recommend registering for the Agency Organization training or our Customizations Workshop if your next step is to customize fields and page views for your team.
*Timeline and expectations are subject to change depending on unforeseen projects