ATS and CRM Data Architecture · Lesson 3

Separate current state from event history

Course overview · 4 min reading + 12 min practice, estimated

Principles and method

Current state answers where the work is now; events explain how it got there. Record meaningful transitions with time, actor and reason where appropriate. Reopening an application should not erase the earlier withdrawal or decision history. Event definitions support analytics and audits, but avoid collecting unnecessary detailed behaviour. Decide which system owns each field and how conflicts are resolved. Two systems writing the same status without a rule can create loops or overwrite newer information. Integrations need stable identifiers and clear direction of authority.

Worked example

The ATS owns application stage while the communications system owns delivery events. A bounced email can create a review task but cannot automatically overwrite the candidate’s assessment decision.

Put it into practice

Map ownership and event flow between a fictional ATS, CRM and email tool.

Use fictional information and keep your work in your own notes.

Compare your approach: self-review guidance

Specify which updates are authoritative and which are signals for review. Include a conflict example and preserve the distinction between contact delivery and hiring status.

Download the course workbook

Sources and further reading

Original Academy teaching and fictional examples. These references provide context, not endorsement. Edition 2026.09; updated 2026-09-24.

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