Import-ready files
CSV files or spreadsheets structured for your new system’s standard importer, where a suitable importer is available. They’re especially useful when your vendor or consultant is handling the import.
Data on demand
Your data, in a format you can use.
With CRM data extraction, your data is accessible whenever you need it. Whether you’re changing system, building reports, running a campaign or simply want a copy of what you hold, we extract data from your CRM, ATS or payroll system and deliver it in a clean, usable format, tailored to what you need it for next.
Files laid out for your new system’s standard importer, so you, your vendor or your implementation consultant can load them.
Readable spreadsheets for reporting, data analysis and marketing, with clear column names instead of system codes.
Only the data you ask for, extracted on our secure local servers, then transferred securely in the structure that suits you.
White-glove, hands-on. We walk you through every step and check the output with you, so you get exactly what you need. We also work alongside your implementation partners and internal teams, on a fixed-fee, time-and-materials or bespoke basis.
Your data, ready when you need it. In the format you need it.
From import-ready files to readable spreadsheets, explore what we deliver below.
CRM data extraction is often the first step of a data migration, but you may just need your data out. We’ll agree what you need, then deliver it in a format that’s ready to use.
CSV files or spreadsheets structured for your new system’s standard importer, where a suitable importer is available. They’re especially useful when your vendor or consultant is handling the import.
EExcel workbooks built for people, not systems. For example, each record type gets its own tab, with clear headings and codes turned into readable values.
CVs, contracts and other files, including documents stored in the database as BLOBs. We extract them into organised folders and also name them so they can be matched back to their records.
Summaries of placements, activity, clients or candidates, ready for analysis, board reporting or your BI tool.
Just the records you need, for example filtered by date, team, brand, client or status.
A complete copy of your data as a .bak database backup, SQL files, CSV or Excel, for your records or to keep alongside our Data Storage service.
Every system is different. What we can extract depends on the access your current system allows. So if there are limits, we’ll tell you upfront what’s possible.
Your new system has a standard importer and your vendor or implementation consultant is loading the data. In that case, we prepare import-ready files from your current system.
Pull placement, revenue and activity data into spreadsheets your finance team or BI tool can work with.
Targeted candidate or client lists, filtered by consent and preferences, ready for your email or marketing platform.
Your contract is ending and you want a usable copy of your data before access closes, whether or not you’re switching.
Separate the data for one brand, desk or team, or alternatively combine data from more than one business.
Support your GDPR compliance: filter records, identify data held beyond a typical retention period, or separate records by opt-in and opt-out settings.
As well as CRM data extraction, we also extract data from HR & payroll, membership and other business systems. Extraction works on its own, or as part of a Data Migration, Data Enhancement or Data Storage project.
Every extraction is shaped by your requirements. Our team works hands-on with you throughout, walking you through each step so the result is exactly what you need.
First, we agree which records, fields and files you need, and what you’ll use them for.
Next, we extract the data from your current system onto our secure local servers, using agreed access.
Then we structure it for its next use: an importer template, a readable spreadsheet or a report.
After that, we walk through the output with you and adjust it until it’s right.
Finally, your files are transferred securely, ready to use.
Yes. For example, we can extract your data into a usable format such as Excel or CSV, for reporting, analysis, marketing or loading a subset into another system.
We prepare files in the format your new system’s standard importer needs. You, your vendor or your implementation consultant can then load them. If you’d like us to handle the full process, see Data Migration.
We’ve worked with over 150 recruitment CRM, ATS, payroll and business systems. What we can extract depends on the access each system allows, so we’ll confirm this before we start.
Most formats, including CSV files, Excel spreadsheets, .bak database backups and SQL files, with CSV, Excel and .bak the most common. We can also extract documents, including files stored in the database as BLOBs.
We’re not a legal body, but we can support your GDPR compliance by filtering records, identifying data held beyond a typical retention period, or separating records by opt-in and opt-out settings. For official guidance, see the ICO’s UK GDPR guidance.
Your data is extracted and processed on our own secure local servers, using secure storage and processing practices throughout. Only the data in scope is extracted, and files are also transferred securely.
Tell us what you need and where it’s going, then we’ll come back with the options and a quote.