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Covey integration

Covey helps teams focus on the best candidates in their hiring pipeline with plain-language AI resume screening and outreach.

Covey’s integration with Greenhouse Recruiting allows teams to leverage Covey’s generative AI directly in their ATS using a Chrome extension.  With the integration, customers can build intelligent bots that evaluate candidates in the exact way that they do, automatically in Greenhouse.

In this article

Create a Harvest API key

To configure the Covey integration, you’ll need to create a Harvest API key. 

Follow the steps in this article to create the key, and verify that the permissions below are selected when configuring the Covey integration.

Credentials

In the Create New Credential box, make the following selections:

  • API Type: Harvest
  • Partner: Covey or Unlisted Vendor
  • Description: Covey Harvest API Key

Permissions

Verify that the following permissions are selected for the Covey integration: 

  • Activity Feed
    • Get: Retrieve Activity Feed
  • Applications
    • Get: Retrieve Application
    • Get: List Applications
    • Patch: Convert a prospect
    • Post: Move Application
    • Post: Reject Application
  • Candidates
    • Get: Retrieve Candidate
    • Get: List Candidates
    • Patch: Edit Candidate
    • Post: Add Candidate
    • Post: Add Note
    • Post: Add E-mail
    • Post: Add Application
    • Post: Add Prospect
  • Custom Locations
    • Get: Retrieve Custom Location for Job Board
  • Departments
    • Get: Retrieve Department
    • Get: List Departments
  • Email Templates
    • Get: List Email Templates
  • Job Posts
    • Get: List Job Posts
    • Patch: Update job posts
  • Jobs
    • Get: Retrieve Job
    • Get: List Jobs
    • Get: Get hiring team
  • Job Stages
    • Get: List Job Stages for Job
    • Get: List Job Stages
  • Offices
    • Get: Retrieve Office
    • Get: List Offices

  • Prospect Pool

    • Get: Retrieve Prospect Pool

    • Get: List Prospect Pools

  • Rejection Reasons
    • Get: List Rejection Reasons
  • Scheduled Interviews
    • Get: List Interviews for Application
    • Get: Retrieve Interview
    • Get: List Interview
  • Sources
    • Get: List Sources
  • Tags
    • Delete: Remove tag from candidate
    • Get: List Candidate Tags
    • Post: Add New Candidate Tags
    • Put: Add a candidate tag
  • User Roles
    • Get: List User Roles
  • Users
    • Get: Retrieve User
    • Get: List Users
    • Get: List User Job Permissions
    • Post: Add User

Set up Integration in Covey

Go to the Admin Settings Integration tab in Covey and select Greenhouse from the dropdown.



Paste the Greenhouse API key into Covey.

Click Test Connection to verify that the API key is configured correctly. If the integration is set up correctly, the token will automatically be saved, and a confirmation message will display under the Access Token field.


Additional setup instructions are listed on the Covey Admin Settings page.

Set up Covey Chrome Extension

The Covey Chrome extension can be downloaded directly from the Chrome Web Store: Extension link

Create a Covey user in Greenhouse Recruiting

A Covey User account will be used as a service user for Greenhouse API calls that aren’t associated with a specific user's action to provide a clear audit trail of all actions taken in Greenhouse by the Covey Integration.

To create the Covey User, follow the steps in this article to create a new user with the following permissions:

Use the Covey integration with Greenhouse Recruiting

With the integration enabled, users will be able to view Greenhouse data within Covey and will also be able to have actions within Covey sync to Greenhouse.

For example, if recruiter reaches out to a candidate using Covey, when the candidate responds showing interest, the recruiter will then mark the candidate as interested in Covey.
If a candidate does not already exist in Greenhouse, a new one will be created on behalf of the acting user with Covey Sourced as the source, the acting user credited as the referrer, and the Covey tag added.

Once the candidate and application are created in Greenhouse, they’ll be synced back into Covey and reflected in the UI. From the list view, a Greenhouse badge signifies that the candidate exists in Greenhouse Recruiting.

From the candidate profile, a card will show relevant Greenhouse application information associated with the candidate such as the role they’re being considered for, the status of the application, and the stage of the application.

Candidates will also be synced into Greenhouse when messages are sent or received via Covey. For those using Covey Scout Inbound, users can view and take action on applications via Covey.

Additional resources

For additional information or troubleshooting not covered here, reach out to support@getcovey.com.