Data Migration Questionnaire

Name*

First Last

Email*

Company Name*

Company ID

If you already have a Company ID, please enter it here. If you do not have a Company ID, just leave this field blank.

Field Level Data Needed*

Please indicate which types of records you would need field level data imported for. Field level data typically includes things such as Name, Contact Details, and any other field associated with a particular record. Please check all that apply.

Companies
Contacts
Candidates
Jobs

Field Level Notes/Instructions

Linked Data*

Please indicate which of the data below you would need migrated from your current vendor to Exelare. Each data type can incur charges, so please only select the data that is important or that you already have stored in your current database.

Resumes
Documents
Notes
Activities/Tasks (Past & Future)
Emails
Submissions
Status History/Pipeline Data
Placement Records

Linked Data Notes/Instructions

Static Views (Saved Lists/Tear Sheets/Rollup Lists, etc..)*

Do you use the 'Saved Lists' function in your current tool? Some people call these Tear Sheets, Roll Up Lists, Hotlists, etc... Whatever you call them, please let us know if you do or do not need us to import these lists.

Yes
No

For Which Entities

Please indicate which entities you need the Static View/Saved List data from.

Companies
Contacts
Candidates
Jobs

Other Data & Additional Notes/Instructions

Please give us any additional instructions for Saved List Data. Please also let us know of any additional data conversion needs you have not listed on this form. The more detail you can provide, the better.

Data Migration Questionnaire

Product

Support

Company

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