Welcome to Loxo! We’re so excited to have you join our amazing customer community. Wondering where to get started? Watch our quick onboarding video or use the following checklist.

Download our Printable Checklist to keep at your desk!

Account Set Up

Training

Data*

  • Request a ‘full database export’ from your previous ATS

  • Upload your data to Loxo under Settings > Custom Imports

  • Reach out to support@loxo.co and we will help you navigate the entire data process! In the meantime check our our Data Migration Checklist

  • If you are not doing a formal data migration, don’t forget you can always upload data yourself using a CSV import!

Customizations & Setup

*If purchased with your contract

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