🤝 Lever | Connect

Article author
Nick Doumlele
  • Updated

With the Connect integration, candidates you find in public profile search are expanded to include the following information from your ATS:

  • Is this candidate already in my ATS as a prospect or applicant?
  • Their stage & status, and when they were last updated
  • The name of the recruiter who worked with them previously
  • View their email, phone number, and resumes/other attachments

Before You Begin

Please contact your Customer Success Manager or our support team so we can coordinate your integration setup.

  • You must have access to Lever's data API in order to integrate with SeekOut. Lever support can help you enable data API for your organization.
  • Lever Enterprise and Lever Professional are supported.

Setting up Lever

Login to Lever and go to Settings > Integrations and API. Select the API Credentials tab and click Generate New Key under the Lever API credentials section.

lever_api_key_1.png

Click Copy Key and save it somewhere safe. You'll need to enter this key in SeekOut later. 

Scroll down and select the following permissions:

Read Endpoints
  • read user
  • read stage
  • read requisition
  • read posting
  • read opportunity referral
  • read opportunity note
  • read opportunity form
  • read opportunity feedback
  • read opportunity
  • list stages
  • list requisitions
  • list postings
  • list opportunity referrals
  • list opportunity offers
  • list opportunity interviews
  • list opportunity files
  • list opportunity applications
  • read opportunity resume
  • read opportunity panel
  • read opportunity interview
  • read opportunity file
  • read opportunity application
  • read archive reason
  • list users
  • list tags
  • list sources
  • list opportunity resumes
  • list opportunity panels
  • list opportunity notes
  • list opportunity forms
  • list opportunity feedback
  • list opportunities
  • list archive reasons
  • download opportunity resume
  • download opportunity file

Click Done to complete this step.

Setting up the Lever Integration

Accessing Integrations

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

ats_integrations_access_7.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 Lever

On the Integrations page, locate Lever in the Connect section and click the Connect button. Leave Lever in the Name field, and enter your API Key. Select Production from the Environment dropdown menu and click Save to complete your integration.

lever_rediscovery_integration_1.png

When successful, Lever 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.

How to use Connect

With ATS Connect enabled, profiles you find when searching in SeekOut will be enriched with additional information (highlighted in yellow below) if the prospect is already in your ATS.

ats_connect_profile_1.png

How Candidate Matching Works

SeekOut matches the profile data from your ATS with the up-to-date candidate profile in SeekOut. SeekOut will use ATS data you provide to do this match, including:

  • Name, company, title, or other fields
  • LinkedIn profile URL
  • PDF resume

We use this data only to find the correct person in SeekOut and note whether they are in your ATS or not. This information is not shared with any other SeekOut customer and is deleted once the match is attempted.

This matching process happens regularly (typically daily or weekly) so new candidates in your ATS are always matched with their profile in SeekOut.

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