🤝 Lever | Export
SeekOut integrates with your Lever account, allowing you to export candidate information from SeekOut and turn it into Lever candidate profiles complete with contact information and work/education history. Candidate data can be sent to Lever as prospects or attached to an existing job.
Table of contents
SeekOut integrates with your Lever account, allowing you to export candidate information from SeekOut and turn it into Lever candidate profiles complete with contact information and work/education history. Candidate data can be sent to Lever as prospects or attached to an existing job.
This article shows two methods for setting up your integration, Lever and Lever Opportunities, as well as how to export candidate info from SeekOut to Lever.
Lever vs Lever Opportunities - Which to choose
Lever Opportunities (Recommended)
Export candidate data such as name, experience, and location, as well as any tags you've added to the candidate profile in SeekOut.
Lever
Export candidate data such as name, experience, and location. Tags are not exported from SeekOut.
Setting up the Lever Opportunities Integration
Before You Begin
The user who sets up the integration must use the exact same email for SeekOut and Lever. These emails are case sensitive.
See the article How can I change the email address I use to sign into SeekOut? for help changing your SeekOut login email to match your Lever login email.
Setting Up Lever
Login to Lever and go to Settings > Integrations and API. Select the API Credentials tab and click Generate New Key under the Lever API credentials section.
Click Copy Key and save it somewhere safe. You'll need to enter this key in SeekOut later.
Scroll down and select the following permissions:
Read Endpoints | Write Endpoints | ||
read user read posting list users list postings list opportunities | create candidate add opportunity source add candidate tag add candidate posting apply to posting add candidate source add candidate link add opportunity tag add opportunity link create opportunity |
Click Done.
Accessing Integrations
Click your name at the bottom left of the SeekOut dashboard, then select Integrations.
Note: Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.com and ask to enable ATS integrations for your org.
On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page. Click the plus sign + at the top of the page to open the ATS list.
Connecting to Lever
On the Integrations page, click + Add a Connection. Locate Lever Opportunities 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. 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, enter your API Key, and select Production in the Environment dropdown.
Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. When successful, Lever 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.
Testing Your Integration
SeekOut automatically tests your integration after the first time you set it up. Select a job from the dropdown list and click Send Test Candidate to export a test candidate to your ATS.
When successful, Lever will appear under the section My Organization's Integrations with the label "Connected." Test your integration again at any time by returning to the integrations page, clicking the three-dot menu next to the name, selecting Edit, and then click Test.
What do I do if my test was unsuccessful?
Confirm that your info is entered correctly in the integration pop-up. If you make any changes to your info, click Save first and then click Test to try again with your updated credentials.
If you've confirmed your connection info is correct and you're still unable to connect, reach out to your Customer Success Manager or email support@seekout.com for assistance.
Authentication
Note Lever uses OAuth and requires you to authenticate your connection before exporting for the first time. Lever’s OAuth is case sensitive. Your email login for SeekOut must match exactly how your email is stored in Lever. See the article How can I change the email address I use to sign into SeekOut? for help changing your SeekOut login email to match your Lever login email.
Authenticate while on a Search page
While searching for candidates, click More at the top right of the candidate list. Click Authenticate with Lever Opportunities and login to your Lever account. Authentication will automatically happen after you login.
Authenticate from within a Project
While in a SeekOut project and click Export at the top right of your candidates. Click Authenticate with Lever Opportunities and login to your Lever account. Authentication will automatically happen after you login.
Exporting to Lever
Note: It's strongly recommended to retrieve a candidate's email address before exporting. Your ATS will be unable to match duplicate candidates unless they have an email address associated with their profile.
Use the Get Email button on a profile to obtain their contact info, or check the box Generate dummy email addresses for candidates in the confirmation pop-up before exporting.
Recommended: Export from a project
To export all candidates in a project to Lever, go to your SeekOut project, click the Export icon and choose Export All to Lever Opportunities. 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 Export and then selecting Export X to Lever Opportunities. With both methods, clicking Export to Lever will cause a pop-up window will appear.
You can select a job from the dropdown menu or export the candidates as prospects. If your ATS does not support candidate profiles without email addresses, check the box Generate dummy email addresses for candidates. Click the Export button to export candidates to Lever. If successful, you will see a confirmation pop-up message that says "Export Complete."
Additional Notes
Duplicate Profiles
By default, SeekOut will not transmit profiles that have already been successfully exported. Candidates that have been exported will display a confirmation icon and the name of your ATS in their SeekOut profile.
Check the box Include previously exported candidate(s) if you're exporting the same candidates to your ATS again.
Note: Lever supports limited duplicate check functionality. If you export the same candidate twice but with a small change (such as exporting a candidate to a different job or adding a phone number to their SeekOut profile before sending them to your ATS), then two records will be created in Lever. When you navigate to Lever and click on one of the duplicate profiles, Lever should ask if you want to merge the two candidates.
What fields are sent from SeekOut to Lever?
Candidate
Name
Location
Phone(s)
Email(s)
Social Media URL(s)
Source
Recruiter
Tags
Experience
Candidate Headline (list of employers)
Job
Job Application(s)
Previous versions of the Lever Integration
These steps are for an older version of the Lever and SeekOut integration. If you're setting up your Lever integration for the first time, please use the instructions above.
Setting up Lever - Before You Begin
You must have access to Lever's data API in order to integrate with SeekOut. Lever Enterprise and Lever Professional are supported.
The user who sets up the integration must use the exact same email for SeekOut and Lever. These emails are case sensitive.
See the article How can I change the email address I use to sign into SeekOut? for help changing your SeekOut login email to match your Lever login email.
Setting Up Lever
Login to Lever and go to Settings > Integrations and API. Select the API Credentials tab and click Generate New Key under the Lever API credentials section.
Click Copy Key and save it somewhere safe. You'll need to enter this key in SeekOut later.
Scroll down and select the following permissions:
Read Endpoints | Write Endpoints | ||
read user read posting list users list postings list opportunities | create candidate add opportunity source add candidate tag add candidate posting apply to posting add candidate source add candidate link |
Click Done.
Accessing Integrations
Click your name at the bottom left of the SeekOut dashboard, then select Integrations.
Note: Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.com and ask to enable ATS integrations for your org.
On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page. Click the plus sign + at the top of the page to open the ATS list.
Connecting to Lever
On the Integrations page, click + Add a Connection. Locate Lever 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. 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, enter your API Key, and select Production in the Environment dropdown.
Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. When successful, Lever 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.
Testing Your Integration
SeekOut automatically tests your integration after the first time you set it up. Select a job from the dropdown list and click Send Test Candidate to export a test candidate to your ATS.
When successful, Lever will appear under the section My Organization's Integrations with the label "Connected." Test your integration again at any time by returning to the integrations page, clicking the three-dot menu next to the name, selecting Edit, and then click Test.
What do I do if my test was unsuccessful?
Confirm that your info is entered correctly in the integration pop-up. If you make any changes to your info, click Save first and then click Test to try again with your updated credentials.
If you've confirmed your connection info is correct and you're still unable to connect, reach out to your Customer Success Manager or email support@seekout.com for assistance.
Authentication
Note Lever uses OAuth and requires you to authenticate your connection before exporting for the first time. Lever’s OAuth is case sensitive. Your email login for SeekOut must match exactly how your email is stored in Lever. See the article How can I change the email address I use to sign into SeekOut? for help changing your SeekOut login email to match your Lever login email.
Authenticate while on a Search page
While searching for candidates, click More at the top right of the candidate list. Click Authenticate with Lever and login to your Lever account. Authentication will automatically happen after you login.
Authenticate from within a Project
While in a SeekOut project and click Export at the top right of your candidates. Click Authenticate with Lever and login to your Lever account. Authentication will automatically happen after you login.
Exporting to Lever
Recommended: Export from a project
To export all candidates in a project to Lever, go to your SeekOut project, click the Export icon and choose Export All to Lever.
Note 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 Export and then selecting Export X to Lever. With both methods, clicking Export to Lever will cause a pop-up window will appear.
You can select a job from the dropdown menu or export the candidates as prospects. If your ATS does not support candidate profiles without email addresses, check the box Generate dummy email addresses for candidates. Click the Export button to export candidates to Lever. If successful, you will see a confirmation pop-up message that says "Export Complete."
Additional Notes
What do dummy emails look like?
When you check the box "Generate dummy email addresses" before exporting to your ATS, then SeekOut will create email addresses and send them along with each candidate who doesn't already have an email associated with their SeekOut profile.
The email addresses generated by SeekOut will look similar to these examples:
no-email--352233856@seekout.example.comno-email--828794187@seekout.example.comno-email-1047659244@seekout.example.com
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.com.