🤝 Ashby | Export

Article author
Nick Doumlele
  • Updated

SeekOut integrates with Ashby, allowing you to export candidate data from SeekOut and turn it into Ashby candidate profiles complete with contact information and work/education history. Candidates are sent to Ashby 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 Ashby.

Before You Begin

  • Create a new API Key in your Ashby account.

Save this key to a safe place; you'll need to enter it into SeekOut.

Setting up the Ashby Integration

Accessing Integrations

Click your initials at the top right of the SeekOut dashboard, then select Integrations.

ats_integrations_access_6.png

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 Ashby

On the Integrations page, click + Add a Connection. Locate Ashby 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 the API Key given to you by Ashby. 

Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. When successful, Ashby 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 list (or leave it at the default setting to send as a prospect), and click Send Test Candidate to export a test candidate to your ATS.

When successful, Ashby 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.

Exporting from SeekOut to Ashby

Recommended: Export from a Project

To export all candidates in a project to Ashby, go to your SeekOut project, click the Export icon and choose Export All to Ashby.

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 Ashby . With both methods, clicking Export to Ashby 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 Ashby. 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.

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