SeekOut integrates with your Gr8 People account, allowing you to export candidate data from SeekOut and turn them into profiles complete with contact information and work/education history. Candidates can be sent to Gr8 People as simple 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 Gr8 People.
Setting up the Gr8 People Integration
Before You Begin
Reach out to your technical contact or account manager at Gr8 People and ask them to provide a username, password, and endpoint for REST-based integration services for your account. Save these to a safe place; you'll be entering them into SeekOut.
Accessing 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 support@seekout.io and ask to enable ATS integrations for your org.
Connecting to Gr8 People
On the Integrations page, locate Gr8 People One-Way Export and click the Connect button.
Leave Gr8 People in the Name field, and enter the UserName, Password, and EndPoint given to you by Gr8 People. Click Save to complete your integration.
When successful, Gr8 People will appear under the section My Organization's Integrations with the label "Connected."
Integration Connection Test
The first time you set up your integration, SeekOut will try to send a test candidate to your ATS to make sure the integration is connecting properly. If the test succeeds, find the candidate in your ATS and remove them. If the test fails, click Edit Connection to re-enter your credentials and test again.
Authentication
Gr8 People uses OAuth and requires you to authenticate your connection before exporting for the first time.
Authenticate while on a Search page
While searching for candidates, click More at the top right of the candidate list. Click Authenticate with Gr8 People and login to your Gr8 People 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 Gr8 People and login to your Gr8 People account. Authentication will automatically happen after you login.
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 Gr8 People
To export all candidates in a project to Gr8 People, go to your SeekOut project, click the Export icon and choose Export All to Gr8 People.
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 Gr8 People. With both methods, clicking Export to Gr8 People 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 Gr8 People. If successful, you will see a confirmation pop-up message that says "Export Complete."
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.