SeekOut integrates with Loxo, allowing you to export candidate data from SeekOut and turn them into Loxo candidate profiles complete with contact information and work/education history.
This article covers how to set up your integration, as well as how to export candidate info from SeekOut to Loxo.
Setting up the Loxo Integration
Before You Begin
You will need to enter three things from Loxo into SeekOut: an agency key, a username, and a password. These are all provided by Loxo support. You can ask support “Can I get my agency key, username, and password for REST-based integrations?”
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 Loxo
On the Integrations page, click + Add a Connection. Locate Loxo 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 Loxo email address and password, and select Production in the Environment dropdown.
Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. When successful, Loxo 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.
Before using the integration for the first time, you will need to authenticate your login information. Navigate to a SeekOut project and click Export at the top right of your candidates. Click Authenticate with Loxo. After a few seconds, the page will refresh and Authenticate with Loxo will be replaced with Export All to Loxo.
Exporting from SeekOut to Loxo
To export all candidates in a project to Loxo, go to your SeekOut project, click the Export icon and choose Export All to Loxo.
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 Loxo . With both methods, clicking Export to Loxo will cause a pop-up window will appear.
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 Loxo. 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.