Into Lever
What Shuttio writes into Lever, where each part of a candidate's record lands, what to set up first, and what a rollback leaves.
Last updated: 7 Nov 2026
Sources that can move into Lever: Greenhouse, Lever, Workable, Recruitee, SmartRecruiters, Teamtailor. A migration is free under 5,000 records in total: contacts, companies, deals, notes, activities and files together; otherwise it is priced by the number of candidates. The sample is free. See pricing.
Object by object: What objects are supported for Lever migrations.
How the move runs
- Choose the source and Lever on the first step, then connect both. Lever takes a Lever API key with read and write access to opportunities, postings, notes and files, made in Lever under Settings, Integrations and API.
- The next step lists what moves. Nothing is ticked or unticked: a candidate comes with everything attached.
- Run the sample: 5 candidates with all their applications and everything attached. Open them in Lever and check.
- Run the full migration, or roll the sample back.
Where each thing lands
| Part of the record | How | In Lever |
|---|---|---|
| Jobs | Native | Created as draft postings, with department, team and location. A posting with the same title is used as it is. |
| Candidates | Native | Matched by email, else created as a contact. A contact you already have is linked and keeps its data. |
| Applications | Native | Written as opportunities, with stage, source, owner, tags, archive reason and the original applied date. Stage history is in the application's details note. |
| Notes | Native | Written as notes with the original date, under the original author when Lever has a user with the same email. |
| Feedback | Note | A note on the opportunity with interviewer, stage, recommendation and every answer. Lever's feedback forms need your own feedback templates. |
| Interviews | Note | A note on the opportunity, dated at the interview start. Lever takes interviews only on externally managed panels. |
| Offers | Note | A note on the opportunity with status, dates and fields. Lever's API cannot write offers. |
| Files | Native | Uploaded as opportunity files. A resume lands as a file, not in Lever's Resume field. A file the source no longer serves is named in the details note. |
| EEO answers | Private note | A secret note on the opportunity, with every answer including no answer. Lever's API has no EEO fields. The note is visible to users with sensitive-information access. |
Native means a field or object of the destination holds it. Note means the destination has no place for it, so Shuttio writes it as text in a note, with the original date and author in the text. Nothing the source holds is dropped.
Set up first
- Create the pipeline stages the source uses (Settings, Pipeline stages). Lever's API cannot create stages: an active application whose stage is missing fails its row, and an ended one goes in at New Lead.
- Create the archive reasons the source uses (Settings, Archive reasons), and one "hired" reason. A missing reason fails the row with its name.
- Make sure every recruiter and note author you want credited has a Lever user with the same email.
A row that needs one of these fails with a sentence that names what to create. Create it, then Retry: only the missing parts are written.
Matching and re-runs
- A candidate is matched by email before it is created. A match is linked and left as it is, and a rollback does not remove it.
- Every source record is remembered, so a re-run or a Retry writes only what is missing.
Known limits
- Lever sets every stage change to now, so the stage history is written as text in the details note.
- Lever refuses a date in the future, so a date after now is moved to now.
- Custom fields, answers and referrer from the source are written in the details note, not as Lever fields.
- Tags are not added to an opportunity you already had. They are listed in the profile note.
- A file over 30 MB is not copied. It is named in the details note.
Rollback
- Notes and files the migration wrote are deleted.
- Postings the migration created are closed: Lever's API cannot delete a posting.
- Opportunities and contacts the migration created stay, without the notes and files Shuttio wrote: Lever's API cannot delete them. The summary counts them, and you delete them in the Lever app.
- Opportunities you already had are not touched.
How rollback works: Roll back.
Not answered here? Email help@shuttio.com.