Switching from Vincere

What you can move to Symphonee today, how to export it from Vincere, and what stays behind.

Bring over your Vincere candidates with a CSV export, then check what transfers and what stays behind.

Import your people yourself: the preview shows how each column maps before anything is saved, and for 7 days you can undo the people an import created.

Enterprise plans include migration help: we review your export, map its columns to Symphonee fields and run a test import with you.

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Export from Vincere

  1. Export the candidates you want to move from Vincere as a CSV file.
  2. What you can export depends on your Vincere permissions. For a complete database export, ask your Vincere administrator or Vincere support.
  3. Keep the column names as exported. You can assign any column to a field in the import preview, so you never need to rename them.

Import into Symphonee

In Symphonee, open People, choose Import and drop the CSV. The preview shows the field detected for each column; assign or leave out any column it did not recognize, then import.

What transfers

Name, email, phone, job title, company, LinkedIn URL and location. Columns named first_name, last_name, email or email_address, phone or mobile_phone, current_job_title, current_company, linkedin_url and current_location map automatically, written with underscores or spaces, in any capitalization, and split name columns are combined into one name.

Known gaps

Notes history, documents, activities and pipeline stage history do not transfer. References, custom fields and consent records are not imported. Only a column named like an opt-out, such as Do Not Contact or Unsubscribed, opts people out of outreach, so make sure withdrawn consent is in such a column before you import.

Accounts, jobs and CVs

Import CVs as PDF or DOCX in the same dialog to rebuild parsed profiles. Accounts import from a CSV of company names or websites, and jobs from a CSV with title, company, location and description columns or from job description files (PDF, DOCX or TXT).

After the import

  • Exact email or LinkedIn matches merge into the existing person. Likely duplicates are queued for your review instead of creating silent copies. For 7 days you can undo an import, which removes the people it created that have not been edited or used since.
  • Columns Symphonee does not recognize are skipped rather than imported. The import preview shows the field detected for each column, and you can reassign or leave out a column before you import.
  • If you ever leave, you can export people, accounts, jobs, placements and history at no cost.