If you are doing a data migration with your Loxo onboarding one of the key things you will be asked to help with is your data mapping!

Shortly after you have uploaded your data to Loxo and the team has started to process you data you will be sent a link to your agency's mapping by your account manager. This link is unique to your agency and is meant to help our team map your fields from your old ATS to Loxo. Once you finish the form and select Finalize at the bottom of the page, please send an email to your account manager!

Depending on which ATS you came from (PCR, Bullhorn, BigBiller, etc.) this link might look a little different and you might not have some of the listed items, but the ultimate goal is to help our team understand what needs to be brought over to Loxo and where it should go!

Custom Field Mapping

People and Company custom fields are one of the best ways to filter your database by the categories that are important for your team! You likely had a lot of fields in your last ATS that we do not have in Loxo out-of-the-box so that is why we ask you to help us create them for you here! This section represents all custom data fields that you had before, that we do not have built in fields for in Loxo. All other data fields that have a field already built in Loxo will come over automatically, so don't expect to see all data here! For example, people, jobs, companies, events and their associations (emails, phones, education history, work history, candidates) will all come over during the migration, but will not be present in the custom type mapping section. Note: if you do not see this section on your Import Mapping page, this means there are no Custom Fields that were found in your data export, or we are able to map them to a built in field that Loxo already has.

1) Review the list of fields that we found in your export. These are the fields that we found in your export and believe are going to require a new custom field.

2) Name your fields. We took a best guess on what the field should be named, but you can feel free to rename this to whatever you'd like.

3) Migrate Field: This section gives a couple of options on if you'd like to migrate the field, and if so where you would like it to be placed. Intake Field/Description will be placed into the Intake section of a persons profile, Custom Field means we will create a new custom column for this field on the right hand side of a person's profile to put this data into. If you did select Custom Field, then you need to choose a field type. Do you want this new custom field to be a text, number, date, or hierarchy (drop-down list) field? This is important for how you want to be able to filter your data.

4) Preview column will provide you with distinct values of this date in your previous ATS so you can recall what these were used for. Note: If a field in your previous ATS has no values, we will not include this field on the import mapping.

Event Type Mapping

Your Loxo Hiring Pipeline is probably the most import customization to your Loxo account. The categories and subcategories that you have here are reportable and filterable in Loxo. They are also important for tracking your team's progress in jobs, notes, and actions within the system.

1) Make sure to customize your pipeline in Loxo prior to completing your Import Mapping. Admins can do this under Settings > Customize Workflow.

2) Map your old activity types to Loxo! Your data export will include ALL activity types that you had in your old system so you might see some that you barely use or don't recognize at all. In the Loxo Event Type field use the drop down to map what the activity types in your old system should be in Loxo.

Note: You can map multiple activity types to one stage in Loxo. So if you are wanting to simplify your note types from your old system this is a great time to do that by mapping multiple different activities to one stage type in Loxo. For example we often see teams with a General Note activity type and they map all miscellaneous activity types there. If you are unsure where you would like to place an activity, this is a great place to do so.

3) Uncheck any types that you do not want to bring over. Be careful before unchecking any activity types because that means we will not bring over any of those activity types from your old ATS, and will not go back to bring them over afterwards. Only uncheck an activity type if you are positive that you do not want to bring over any historical information from that type.

4) Distinct Count Is how many distinct events there are that have this specific type.

Job Status and Job Type Mapping

Customizing your job details is also an important part of your account set up and is something to include in your data mapping. Note: if you do not see this section on your Import Mapping page, this means there are no Job Statuses or Types, that were found in your data export, or we are able to map them to a built in field that Loxo already has.

1) Customize your jobs under Settings > Customize.

2) Map each of your previous ATS's Job Statuses and Job Types to Loxo.

3) Distinct Count displays the number of Jobs tied to that particular Job Status or Job Type

Phone and Email Type Mapping

The last section of the Import Mapping form has Phone and Email Type mapping. Note: if you do not see this section on your Import Mapping page, this means we are able to map them to a built in field that Loxo already has.

1) Customize your necessary phone & email types within Settings>Customize

2) Use the dropdown on the far right to choose the selection that matches the type from your legacy system.

Once you have made all edits to your Import Mapping form, select the blue Finalize button at the bottom of the page. Please note: you can only fill this form out one time, be sure that you are confident in your mappings before clicking Finalize.

Be sure to email your account manager to let them know they can continue with the rest of your migration. Depending on the size of you database, migrations typically take 4-6 weeks to fully complete.

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