Sourcer integration

Sourcer helps companies scale up their hiring strategies with comprehensive sourcing and recruiting solutions.

Sourcer’s integration with Greenhouse Recruiting allows talent acquisition teams to seamlessly integrate Sourcer into their existing candidate pipeline by exporting the jobs from Greenhouse to Sourcer and uploading new candidates from Sourcer to Greenhouse. Any updates made to candidate applications on Sourcer reflect in your Greenhouse account and vice versa, keeping both platforms in sync with real-time status of jobs and candidates.

Create a Harvest API key

To configure the Sourcer 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 Sourcer integration.

Credentials

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

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

Permissions

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

• Activity Feed
  • All permissions
• Applications
  • All permissions
• Candidates
  • DELETE: Delete Candidate
  • GET: Retrieve Candidate
  • GET: List Candidates
  • PATCH: Edit Candidate
  • POST: Add Candidate
  • POST: Add E-mail
  • POST: Add Note
  • POST: Add Attachment
  • POST: Add Application
  • POST: Add Education
  • POST: Add Employment
  • POST: Add Prospect
• Close Reasons
  • All permissions
• Job Posts
  • GET: List Job Posts
  • GET: Retrieve Job Post for Job
  • GET: List Job Posts for Job
• Jobs
  • GET: Retrieve Job
  • GET: List Jobs
• Job Stages
  • All permissions
• Offers
  • All permissions
• Rejection Reasons
  • All permissions
• Scheduled Interviews
  • GET: List Interviews for Application
  • GET: Retrieve Interview
  • GET: List Interviews
• Users
  • GET: List Users
  • GET: Retrieve User

Add your API key to Sourcer

Add your Greenhouse API Key in Sourcer and click Connect to establish the connection between your Sourcer and Greenhouse accounts.

Create a custom Job field (optional)

If you prefer to automatically import all open jobs from Greenhouse into your Sourcer account, you can skip this section. If you prefer to pick which Greenhouse jobs should be imported into your Sourcer account, follow the instructions below to allow Greenhouse users to specify whether a job should be sent to Sourcer. You will also need to select the Import selected jobs from Greenhouse setting on the Settings page after the initial connection has been established.

To create a custom Job field, click the Configure icon on your navigation bar, then click Custom Options on the left.

Click Jobs.

Click Add field, and enter the following details to configure the new field:

• Name: Send job to Sourcer?
• Type: Yes/No

Create webhooks

To integrate Sourcer with Greenhouse Recruiting, you’ll need to create 12 webhooks.

Follow the steps in this article to create each webhook. Use the values listed below to configure the webhook:

• Name: A descriptive name for your integration. Most customers choose ‘Sourcer integration - <event name>’
• When: Create a separate webhook for each event:
  • Job created
  • Job updated
  • Job deleted
  • Job post created
  • Candidate or prospect rejected
  • Candidate or prospect unrejected
  • Candidate has changed stage
  • Candidate has been hired
  • Candidate has been unhired
  • Delete candidate
  • Delete application
  • Offer created
• Endpoint URL: The Endpoint URL provided by Sourcer
• Secret Key: The Secret Key provided by Sourcer

Setting up On-Behalf-Of user in Sourcer

Select a Greenhouse user for Sourcer to assign as the On-Behalf-Of user. Note that candidate ownership will be assigned to the corresponding Greenhouse job owner regardless of the chosen On-Behalf-Of user.

Setting up job imports from Greenhouse

If you prefer to automatically import all open jobs from Greenhouse into your Sourcer account, select Import all open jobs from Greenhouse setting. If you prefer for your recruiters to select which Greenhouse jobs should be imported into your Sourcer account, select the Import selected jobs from Greenhouse setting. You will also need to create the custom field on Greenhouse to select the specific jobs to be imported into Sourcer.

Setting up candidate uploads to Greenhouse

If you prefer to automatically upload all submitted candidates to the corresponding jobs in Greenhouse, select Automatically upload all candidates on submission setting. If you prefer to manually upload only handpicked candidates to the corresponding jobs, select Manually upload selected candidates only setting. If you prefer to configure the interview stage at which the candidates would be automatically uploaded to Greenhouse, select Automatically upload all candidates upon reaching a preset stage setting, then select the specific stage of the interview process from Interview Stage to Upload to ATS dropdown.

Use the Sourcer integration with Greenhouse Recruiting

Once a candidate has been uploaded to Greenhouse, any stage changes will be reflected in Sourcer, ensuring your Sourcer account stays as up-to-date as possible.

Any candidates from your Sourcer account that were submitted to jobs that were not linked to Greenhouse jobs will be uploaded as prospects.

To ensure there are no duplicate candidates uploaded to Greenhouse, Sourcer checks for existing candidates prior to uploading new candidates by comparing existing email addresses in your Greenhouse account to those found by Sourcer.

Additional resources

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