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When migrating to Ashby from Lever, you can now import historical data. Please note that the historical data can take two to three weeks to import and may not be ready for your go-live date.
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The import option documented here can be used for bringing in historical data. If you have open roles in Lever with active candidates, we would recommend setting up the departments, teams and jobs you’re actively hiring for manually in Ashby so you can continue hiring activities with minimal downtime.
For more information on creating jobs, check out Creating & Opening Jobs. Once you’ve set up these jobs in Ashby, you can import your active candidate data using the CSV import tool. More on this at Self**-serve importing candidates via bulk import**.
Once you’ve received your exported data from Lever, you can send the files over to your Success Manager or to the Startup Success team ([email protected]) for importing. Please provide your expected launch data when sending over the data.
Once we’ve received your files, our engineering team will get to work on the import. We import the following data:
Jobs
Jobs will be matched against the job titles of existing jobs before creating a new one. If a new job is created, then they will follow the default interview plan on your Ashby account. As far as Team and Location go, they will be added to the job if a match is found when importing. If no match is found, a generic location and team is used.
If jobs are not imported, then applications will be imported to a generic job.
Applications
Existing applications will be searched for when importing applications - if an existing job consideration isn’t found in Ashby a new one is created. If a new job consideration is created, it will be added to one of the following stages of the job’s interview plan: Lead, Application Review, Hired, Archived. If an existing application already exists, it will not be updated with the historic information (in the case of the candidate’s application being moved forward in Ashby, rendering the imported information obsolete).
Candidates
Candidates will be matched against existing candidate profiles (based on email address). If a matching candidate profile isn’t found, a new candidate will be created.
We will not import the following: