Juicebox Migration Deep Dive

Comparison

Migration Steps

1. Export saved searches from current tool
2. Translate boolean queries to natural language
3. Re-create talent pools in Juicebox
4. Configure ATS integration
5. Set up outreach sequences

Query Translation

# Boolean: ("software engineer" OR "SWE") AND "Python" AND "San Francisco"
# PeopleGPT: software engineer with Python experience in San Francisco

Overview

This migration workflow moves approved enrichment configurations without treating contact records as transferable test data. Every cohort retains source authority, suppression, retention, destination, and rollback boundaries.

Prerequisites

• A signed migration plan with data owners, source-authority and suppression policies, synthetic fixtures, approved destination, and cutover/rollback owner.

Instructions

1. Baseline source authority, aggregate counts, suppression state, retention, destination scope, and synthetic probe outcomes before migration.
2. Rehearse a bounded idempotent migration in sandbox; quarantine unknown sources, schema mismatches, and unverified records.
3. Migrate one approved cohort at a time, compare aggregate counts/policy probes, and retain opaque correlation IDs only.
4. Cut over after owner approval and an observation window; keep the prior configuration available until recovery criteria are met.
5. Roll back for source, destination, suppression, integrity, or retention failure and delete staged artifacts before retrying.

Output

Create a migration receipt with cohort, baseline/target counts, source/destination/suppression results, checkpoint, owner approval, cutover status, retention/deletion action, and rollback reference. Never attach contact details or credentials.

Error Handling

Stop on unknown authority, destination, suppression state, incomplete deletion, or non-idempotent replay. Restore the prior controlled path and escalate with redacted evidence rather than forcing cutover.

Examples

cohort=synthetic-prospects-01; baseline=420; migrated=420; source=approved; suppression=pass; contacts_exported=0; cutover=held; rollback=old-client-r8 documents a safe rehearsal.

Resources

• PeopleGPT Guide

Next Steps

Start with juicebox-install-auth.