SeekOut integrates with Crelate, allowing you to export candidate data from SeekOut and turn it into Crelate candidate profiles complete with contact information and work/education history. Candidate data can be sent to Crelate as prospects, or they can be attached to an existing job.
This article covers how to set up your integration, as well as how to export candidate info from SeekOut to Crelate.
Setting up the Crelate Integration
Before You Begin
The user who initially sets up the Crelate integration must use the same email address for their SeekOut account and their Crelate account.
Obtain your API Key
Login to Crelate and click the menu button at the top left, then select Manage Your Profile & Preferences.
Click API Access, then toggle Enable API Access to On. A key will automatically be generated for you.
Copy your API Key; you will be entering this in SeekOut.
Click your initials at the top right of the SeekOut dashboard, then select Integrations.
Don't see the Integrations option in your menu? Contact your Customer Success Manager or firstname.lastname@example.org and ask to enable ATS integrations for your org.
Connecting to Crelate
On the Integrations page, click + Add a Connection. Locate Crelate 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.
On the Credentials tab, enter your API Key from Crelate, and select Production in the Environment dropdown.
Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. When successful, Crelate 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 Crelate
To export all candidates in a project to Crelate, go to your SeekOut project, click the Export icon and choose Export All to Crelate.
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 Crelate . With both methods, clicking Export to Crelate 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 Crelate. If successful, you will see a confirmation pop-up message that says "Export Complete."
SeekOut integrates with many other HR systems. If you need help setting up an integration or need assistance troubleshooting, please contact email@example.com.