SeekOut integrates with your Crelate account, allowing you to export candidate profiles from SeekOut and turn them into Crelate candidate profiles complete with contact information and work/education history. SeekOut candidate profiles can be sent to Crelate as simple prospects, or they can be attached to an existing job for immediate hire consideration.
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 providing this to 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 email@example.com and ask to enable ATS integrations for your org.
Connecting to Crelate
On the Integrations page, locate Crelate One-Way Export and click the Connect button. Enter Crelate in the Name field, your API Key from Crelate, and select Production in the Environment dropdown. Click Save to complete your integration.
When successful, Crelate will appear under the section My Organization's Integrations with the label "Connected."
Removing the Integration
Click the horizontal three-dot button 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 More… 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 More... 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 firstname.lastname@example.org.