Switching from JazzHR to Yardstick

Getting your data out of JazzHR

The exact steps to get your candidates, jobs, and applications out of JazzHR — including what your plan gates and what needs a support ticket. Every step links to JazzHR’s own documentation.

  1. 1

    Export your candidate records to CSV yourself. In JazzHR, go to Reports and run Candidate Records Data Download. It returns a CSV with over 50 pieces of candidate-specific information, broken out into columns.

  2. 2

    Pull the resumes yourself too. On the Candidates page, filter (or leave it blank for everyone), select the candidates, then Bulk Actions with Resume Download set to Yes. JazzHR emails you a download link, in batches of 1,000 resumes per email. The link expires within 48 hours, and text-based resumes aren’t included.

  3. 3

    For everything in one archive, request the complimentary one-time data export from JazzHR support. It includes your data records, communications, files, resumes, and a PDF describing the archive contents. JazzHR’s standard lead time is one business day, the link goes to your Account Owner by email, and it expires 7 days after it’s created.

  4. 4

    Need a single candidate? Open their profile, scroll below the resume, and use Export Candidate then Export to CSV.

Watch the deadlines

  • Cancelling is a request, not a switch: a Super Administrator submits it from Account Information, then JazzHR’s team responds with next steps. A 30-day written notice applies to Pro, Plus, Hero, and Hibernated accounts, so start your export before you start that conversation.
  • If you park the account on JazzHR’s optional Hibernate plan instead, reports and bulk actions are unavailable while you’re in it, and those are exactly how you’d run the CSV export and the bulk resume download. Export first, hibernate second.

The pipeline moves — people, roles, and the history connecting them.

Yardstick imports the three things every ATS actually holds: your candidates, the jobs they were attached to, and the applications that record who stood where in which role. Applying the import also creates the job postings and starter interview plans that give each role a working home — so you land in a system that’s ready to run interviews, not an empty shell.

Your JazzHR candidate CSV maps straight into the dry run as candidates, jobs, and applications; the resumes come from the bulk download or the full export archive, and your agent converts either one to the importer’s structured rows.

Your coding agent can run the whole move.

The importer is part of Yardstick’s public API and the yardstick CLI, available on every account. So instead of working the exports by hand, you can hand them to a coding agent (Claude Code, Codex, or similar): it converts each export into structured rows, runs the dry run, and brings you a row-by-row preview of exactly what will be created. You read it and approve; the agent applies it — and the apply writes exactly what the preview showed, nothing more.

That’s the same division of labor Yardstick is built on everywhere: agents prepare the work, and humans approve it. An import never emails a candidate, never merges people, and never deletes anything.

Who should move — and who shouldn’t.

If JazzHR still fits how your team hires, there’s no reason to move. Teams switch to Yardstick when they’ve outgrown JazzHR’s interview depth. They want structured, job-specific interview plans and scorecards, AI decision briefs under human approval, and an ATS a coding agent can operate. One practical note: cancelling JazzHR is a request a Super Administrator submits and the team follows up on, with 30 days’ written notice on the paid plans, so pull your export while your account is active, before you start that conversation.

Common questions about leaving JazzHR.

How do I export my candidates from JazzHR?

JazzHR has a self-serve report, Reports → Candidate Records Data Download, that returns a CSV with over 50 pieces of candidate-specific information. You can also export a single candidate to CSV from their profile. For resumes, use the bulk resume download; for everything at once, request the complimentary full data export.

Can I get my resumes and attachments out of JazzHR?

Yes, two ways. The self-serve route is Bulk Actions on the Candidates page with Resume Download set to Yes: JazzHR emails a download link in batches of 1,000, the link expires within 48 hours, and text-based resumes are excluded. The other is JazzHR’s complimentary one-time data export, which bundles records, communications, files, and resumes; the standard lead time is one business day and that link expires after 7 days.

Can an AI agent migrate my JazzHR data to Yardstick?

Yes. Yardstick’s importer is part of its public API and the yardstick CLI on every account, so a coding agent can convert your JazzHR exports into structured rows, run the dry-run, and show you the preview. You approve it; the agent applies it. The agent does the work; the approval stays with you.

Do I have to cancel JazzHR before I export my data?

No, and you shouldn’t. Export while your account is active: run the CSV report and the bulk resume download, and request the full export if you want everything in one archive. Cancellation is a request a Super Administrator submits and JazzHR’s team follows up on, so keep the account live until your data is safely out.

Bring your JazzHR pipeline with you.

Create your account and dry-run your first import — see the row-by-row preview of exactly what will be created before anything is written.

Want the full picture first? See how importing into Yardstick works.