🀝 Greenhouse | Export

Article author
Nick Doumlele
  • Updated

This article is for setting up a one-way export from SeekOut to Greenhouse. To learn about the two-way integration, see our article here.

SeekOut integrates with your Greenhouse account, allowing you to export candidate data from SeekOut and turn it into Greenhouse candidate profiles, complete with contact information and work/education history. SeekOut candidate data can be sent to Greenhouse as prospects or they can be attached to an existing job.

This article shows two methods for setting up your integration - Partner API and Harvest API - as well as how to export candidate info from SeekOut to Greenhouse.

Partner vs Harvest API - Which to choose

Partner API (also known as Candidate Ingestion) takes fewer steps and is quicker to set up. (~2-3 minutes)

Harvest API takes a little longer to set up in Greenhouse (~10 minutes), but you can export more data once setup is complete.

What is exported from SeekOut?

Partner API Harvest API
  • Candidate Name
  • Current Company
  • Current Title
  • Email Addresses
  • Phone Numbers
  • Candidate Name
  • Current Company
  • Current Title
  • Email Addresses
  • Phone Numbers
  • Education History
    • Degree
    • Start/End Dates
  • Employment History
    • Company Name
    • Title
    • Start/End Dates
  • Tags

Before You Begin

Your Greenhouse account must have the developer permission "Manage ALL organization’s API Credentials" enabled.

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See the section in this Greenhouse article Configure User Setup Permissions in Greenhouse Recruiting for steps on how to set this up.

Your Greenhouse login and your SeekOut login must both use the same email address when setting up the integration.

Setting up with Partner API

Create your API Key in Greenhouse

Login to your Greenhouse dashboard and click the Configuration icon at the top right. Navigate to the Dev Center, then click API Credential Management.

greenhouse_api_key_4.png

On the next page, click the Create New API Key button. Select Candidate Ingestion as your API Type, SeekOut as your Partner, and enter a description.

greenhouse_partner_api_1.png

Click Create, and your new API Key will be available to you. Click Copy to copy the key to your clipboard. Save this key to a safe place; you'll be entering it in SeekOut.

Click I have stored the API Key to close the window and hide your API key forever.

greenhouse_partner_api_2.png

For detailed information on how to configure API keys in Greenhouse, see their documentation here.

Accessing Integrations

Click your initials at the top right of the SeekOut dashboard, then select Integrations.

ats_integrations_access_6.png

Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.io and ask to enable ATS integrations for your org.

Connecting to Greenhouse

On the Integrations page, click + Add a Connection. Locate Greenhouse Ingestion from the list of integrations and click the Connect button.

Note: If you have set up an integration previously, click the next to the list of integrations at the top of the page to open the Add a Connection pop-up.

On the Capabilities tab, check the box next to Export. Check Export only as Prospects if you choose not to export candidates to job pools in your ATS. Click Confirm Choices to continue to the next step.

Review the requirements on the Permissions tab and click I'm ready.

On the Credentials tab, paste your API key into the Partner Key field.

Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. When successful, Greenhouse will appear at the top of your Integrations page with a green check mark.

Removing the Integration

On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.

Setting up with Harvest API

Create a new Source

Login to your Greenhouse dashboard and click the Configuration icon at the top right. Navigate to Custom Options, then click Sources under the Company Metadata section.

Click Create New Source. Choose Prospecting from the Sourcing Strategy dropdown, and enter SeekOut as the Name of Source. 

greenhouse_source_1.png

Click Create Source to save the new source. See Greenhouse's documentation here for more info on custom sources.

Create your API Key in Greenhouse

Login to your Greenhouse dashboard and click the Configuration icon at the top right. Navigate to the Dev Center, then click API Credential Management.

greenhouse_api_cred_management_1.png

On the next page, click the Create New API Key button. Select Harvest as your API Type, SeekOut as your Partner, and enter a description.

greenhouse_harvest_api_1.png

Click Manage Permissions, and your new API Key will be available to you. Click Copy to copy the key to your clipboard. 

greenhouse_partner_api_2.png

Click I have stored the API Key to close the window. The Harvest API permissions page will open automatically.

Harvest API Permissions

Check the box next to each of the following permissions:

  • Candidates
    • Delete: Delete Candidate
    • Get: Retrieve Candidate
    • Get: List Candidates
    • Patch: Edit Candidate
    • Post: Add Candidate
    • Post: Add Attachment
    • Post: Add Application
    • Put: Anonymize Candidate
    • Post: Add Note
    • Put: Merge two candidates
    • Post: Add Education
    • Delete: Delete Education
    • Post: Add Employment
    • Delete: Delete Employment
    • Post: Add E-mail
    • Post: Add Prospect
  • Prospect Pool
    • Get: Retrieve Prospect Pool
    • Get: List Prospect Pools
  • Sources
    • Get: List Sources
  •  Tags
    • Post: Add New Candidate Tags
    • Put: Add a candidate tag
  •  Jobs
    • Get: Retrieve Job
    • Get: List Jobs
  • Users
    • Get: Retrieve User
    • Get: List Users
  • Education
    • Get: Get degrees
    • Get: Get disciplines
    • Get: Get schools
  • Job Openings
    • Get: List Openings For a Job
  • Close Reasons
    • Get: Get close reasons

Click Save at the bottom of the page when you're done.

For detailed information on how to configure API keys in Greenhouse, see their documentation here.

Accessing Integrations

Click your initials at the top right of the SeekOut dashboard, then select Integrations.

access_integrations_4.png

Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.io and ask to enable ATS integrations for your org.

Connecting to Greenhouse

On the Integrations page, click + Add a Connection. Locate Greenhouse Harvest from the list of integrations and click the Connect button.

Note: If you have set up an integration previously, click the next to the list of integrations at the top of the page to open the Add a Connection pop-up.

On the Capabilities tab, check the box next to Export. Check Export only as Prospects if you choose not to export candidates to specific jobs in your ATS. Check Enable Pools to enable the ability to export to job pools. Click Confirm Choices to continue to the next step.

Review the requirements on the Permissions tab and click I'm ready.

On the Credentials tab, paste your API key into the Harvest Key field.

Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. When successful, Greenhouse Harvest will appear at the top of your Integrations page with a green check mark.

Removing the Integration

On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.

Exporting from SeekOut to Greenhouse

You must use the exact same email for SeekOut and Greenhouse. Emails are case sensitive.

so_gh_emails_1.png

See the article How can I change the email address I use to sign into SeekOut? for help changing your SeekOut email to match your Greenhouse login email.

Recommended: Export from a project

To export all candidates in a project to Greenhouse, go to your SeekOut project, click the Export icon and choose Export All to Greenhouse.

Contact information such as email addresses and phone numbers will only appear in your export if you click Get Email for All and Get Phone for All before exporting.

Alternatively, you can export select candidates from SeekOut by clicking the box next to their profile, clicking the Export icon and then selecting Export X to Greenhouse.

It can take up to four hours during peak times (8a-10p ET) for data to sync between Greenhouse and SeekOut. Please contact Greenhouse support if you have any questions about this delay. 

Other Information

SeekOut integrates with many other HR systems. If you need help setting up an integration or need assistance troubleshooting, please contact support@seekout.io.

 

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