Migrate recruiting data from Lever

Instructions on the migration process from Lever to Comeet

Updated over a week ago

Migrating your recruiting data from Lever to Comeet is a simple process, allowing you to keep your existing candidate database and leverage it within Comeet as follows:

  • After the data migration is complete, you'll have personal details, a CV, and historical information from past processes.

  • When past candidates are added to Comeet or apply again, Comeet automatically identifies them as duplicates and notifies the recruiter so that you can see the candidate's past processes and evaluations.

Prerequisites

Before starting the migration, make sure to get a full candidate data export from your Lever account manager, including:

  • candidates.presence.latest.csv

  • feedback.interviewCalibration.latest.csv

  • lever-support.interviews.interviewEvents.latest.csv

  • lever-support.non-consideration.feedback.latest.csv

  • non-consideration.postings.latest.csv

  • profile_cards.json

  • a folder with candidates' CV's

To migrate past candidate data from Lever, your Comeet migration specialist schedules a kickoff meeting with you to walk you through the technical process and estimated timeline.

Following this meeting:

  1. You team prepares the files you received from Lever and send them to the Comeet Migration Team.

  2. The Migration Team validates the incoming data and uploads a test batch of candidates to your Comeet account.

  3. Your team checks and confirms the accuracy of the data.

  4. The Migration Team uploads the rest of the candidate data to Comeet. You receive a notification when the process is complete.

Prepare the files for migration to Comeet

Ensure that you've received all relevant data in the Lever files and prepare the data as follows:

  1. In the candidates.presence.latest.csv spreadsheet, ensure there is a first and last name for each of the candidates. These fields are mandatory for the upload to Comeet.

  2. Lever uses a different candidate status model than Comeet. Use the Source Conversion form to convert all unique values from the Profile Archive Reason column in candidates.presence.latest.csv into Comeet candidate status values.

  3. In addition to Source Name, Comeet uses the Source Type field to track and provide the relevant data related to your sourcing efforts. Use the Status Conversion form to attribute the Source Type to the Sources values in candidates.presence.latest.csv.

Important: If only partial information needs to be migrated to Comeet according to specific criteria (date, position, location, for example), delete the unnecessary data from the candidates.presence.latest.csv file before sending it to the Comeet Migration Team.

How candidates are displayed in Comeet

Once uploaded to Comeet, you'll find your data as follows:

  • All of the candidates from Lever are added to a single position in Comeet that represents the migrated data (candidates cannot be uploaded to specific specific positions or specific steps).

  • Access to this position is limited to the Comeet Account Owner when delivered to you. You can expand access to additional teammates thereafter.

  • The following information is populated in the relevant Comeet fields in the Candidate profile:

    • name

    • email

    • applied date

    • status

    • source

  • The rest of the candidate data appears in the Activity log in the Candidate profile. This includes information such as internal comments, interview evaluations, past positions, and so on. Scheduled but incomplete interviews are not included in the migrated data.

Have more questions? Contact us at support@comeet.co


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