Moving CRMs? Contact us at least a few days before your planned switch so we can coordinate the change.
1. Send us your contact ID mapping
Ask your CRM migration team for a CSV of the migrated records, with one row per record and these columns:
Contact type (client, candidate or company)
Old CRM record ID
New CRM record ID
Send it once the data migration is complete. We use this mapping to link your existing TalentLynk records to the correct records in your new CRM and avoid duplicates.
If you can’t get a mapping, let us know. We can unlink your contacts from the old CRM, then match them in the new one by phone number and/or email as you communicate with them. This is less precise if several records share those details.
2. Agree the switch date and time
Tell us which CRM you’re leaving and joining, plus your preferred switch date, exact time and timezone. Give us a few days’ notice and let us confirm the timing before switching.
We’ll coordinate disconnecting the old integration and updating or unlinking the records. Agreeing one switch time helps avoid the same person being linked separately through both CRMs.