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Share Your Data for Migration into Loxo

Easily share large files with Loxo's Data Migration Team through our simple file sharing process or share your credentials with Loxo

Sending a large file or multiple files over email can be a challenge or sometimes impossible. There's an easy-to-use process that allows you to send files directly to Loxo's Data Migration Team or share your credentials for Loxo to do the downloading.


Standard Export Format from Other Systems

Bullhorn:
- Provides SFTP credentials to access your data (Username, FTP URL, Password, Port). The database will come in a zipped .bak file

Vincere:
- Provides SFTP credentials to access your data - Username, FTP URL, Password, Port). The database will come in a zipped .sql file

Crelate:
- Provides your data as 30+ CSV files generated by Crelate (zipped into one single .zip file).

RecruiterFlow:
- Provides your data as 50+ CSV files generated by RecruiterFlow.

JobAdder:
- Provides SFTP credentials to access your data - Username, FTP URL, Password, Port. The database will come in a zipped .bak file

BigBiller:
- Provides single .zip file containing all documents and your .sql database file.


How to Share Login Credentials from Your Previous ATS for Loxo to Download Your Data

If your previous ATS did not send you files, but they did provide login credentials - not your typical sign in credentials - you are able to share those credentials with our team to make the process easy for you. Follow the steps below once you have the credentials from your previous ATS.

  1. Click on Settings

  2. Next, click on the Setup icon in the upper right corner

  3. From the dropdown, select "Custom Imports"

  4. Now, choose "Share Credentials"

  5. Then you will select the name of your previous ATS. If we do not have your previous ATS as an option, select other/not listed.

  6. The next step may slightly vary depending on your previous ATS, but the credentials you were given should reflect what is available for you to enter within Loxo, but with the potential for different wording or number of inputs:

  7. Click "Save Credentials"


Loxo's File Upload for Sharing Downloaded Files

If you were sent your files or have had to download them from within your previous ATS, you can easily upload your files directly into Loxo.

Watch our walkthrough below, click here for a step-by-step, interactive demo or read on for a written step-by-step guide.

To do so, follow the steps below:

  1. Download your data from your previous ATS following their instructions

  2. Open Loxo, click on Settings

  3. Click on Setup at the top right of the page:

  4. Select "File Upload"

  5. Drag and drop your data files or folders into this window, or click Add files / Add folders to select them from your computer.

    *Please ensure that you are only uploading zipped files. If you upload a folder of 10,000 resumes/cvs, this will take a long, long time.

  6. Select Upload All Files - upload all backup data files provided to you by your last ATS system

  7. You will see the progress of your upload and please leave the page open until the upload is complete!:

  8. Once the download is complete, feel free to navigate away from the page


If you have further questions, or run into any issues, please reach out to your Data Migration Specialist!

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