SeekOut integrates with your Invenias 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 Invenias 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 Invenias.
Setting up the Invenias Integration
Before You Begin
You'll need the following information from your Invenias account:
- Client ID
- Client Secret
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 Invenias
On the Integrations page, locate Invenias One-Way Export and click the Connect button. Enter your Endpoint, Client ID, and Client Secret in the fields and click Save when you're done.
When successful, Invenias 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.
Invenias 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 Invenias and login to your Invenias 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 Invenias and login to your Invenias 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 Invenias
To export all candidates in a project to Invenias, go to your SeekOut project, click Export and choose Export All to Invenias.
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 Invenias. With both methods, clicking Export to Invenias 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 Invenias. 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.