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Infomart

Greenhouse Recruiting's integration with Informart allows you to send background screening updates as Notes in a Candidate's Activity Feed. In this article, we will cover how to:

 

Set Up Admin Access

Contact a Greenhouse user in your organization with Site Admin level permissions with the additional user-specific permission Can edit another user's advanced permissions.

Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure icon Screen_Shot_2018-05-24_at_5.31.51_PM.png > Users > Your Name)

Screen_Shot_2018-08-13_at_8.56.14_AM.png

The user with Site Admin level permissions should navigate to the Permissions panel on your user page and expand the Developer Permissions dropdown menu. 

Select Can manage and configure web hooks so that a check is in the checkbox. When finished, click Save.

Screen_Shot_2018-08-13_at_9.01.06_AM.png

Repeat as necessary for any other user that should have access to set up the integration.

 

Create New Harvest API Key

The Infomart integration leverages Greenhouse Recruiting's Harvest API services to send updates as Notes in a Candidate's Activity Feed. To create a Harvest API key for Infomart services, please follow these steps:

  1. Click the “Configure” gear icon on the top right.Screen_Shot_2018-08-27_at_3.53.16_PM.png
  2. Select “Dev Center” from the side menu on the left, and then select “API Credential
    Management”.
    Screen_Shot_2018-08-27_at_3.53.56_PM.png
  3. Select “Create New API Key” to generate a new key for Infomart.Screen_Shot_2018-08-27_at_3.54.42_PM.png
  4. Open the Candidate dropdown, and select “POST: Add Note”.
    Screen_Shot_2018-08-27_at_3.55.19_PM.png
  5. Select “Update” at the bottom of the view, then you have successfully created your API
    key!Screen_Shot_2018-08-27_at_3.56.09_PM.png

 

 

Webhooks

The Infomart integration leverages the Greenhouse Webhooks service to initiate background
screening services upon a candidate being hired. To create a webhook for Infomart services,
please:

  1. Click "Configure" gear icon on the top rightScreen_Shot_2018-08-27_at_3.58.42_PM.png
  2. Select “Dev Center” from the side menu on the left, and then select “Web Hooks”.Screen_Shot_2018-08-27_at_4.03.54_PM.png
  3. On the next view, select "Web Hooks" again.Screen_Shot_2018-08-27_at_4.04.53_PM.png
  4. Name the webhook whatever you like, for organization preferably a title indicative of
    Infomart services.
    1. Screen_Shot_2018-08-27_at_4.05.38_PM.png
  5. In the “When” column select “Candidate has been hired”Screen_Shot_2018-08-27_at_4.06.59_PM.png
  6. Under the “Export to” section enter
    “https://api.infomart-usa.net/webasap-api/v1/greenhouse/initiateScreening” for the
    “Endpoint URL”, Screen_Shot_2018-08-27_at_4.08.32_PM.pngenter your Infomart / Greenhouse secret for the “Secret key”, and an
    email of your choice for “Error recipient email”.
  7. Select “Advanced Settings”, under “Additional HTTP Headers” input your Infomart account number for “Username” and your account password for “Password” Screen_Shot_2018-08-27_at_4.15.38_PM.png
  8. Make sure that "Disabled" is set to "No"
    1. Screen_Shot_2018-08-27_at_4.16.31_PM.png
Click “Create Webhook” to initialize. You should see a popup dialog appear on the top
of the screen indicating a successful ping to the Infomart endpoint.

Custom Fields

Infomart services require a “background package” and “employment type” to be specified for the job a candidate is applying for. As the standard Greenhouse job object doesn’t include this parameter, we will need to add a custom field. Follow these steps to ensure that any jobs you create for Infomart services include a “package” selection option:
 
  1. Click the “Configure” gear icon on the top right.Screen_Shot_2018-08-27_at_4.19.42_PM.png
  2. Select “Custom Options” from the side menu on the left
    1. Screen_Shot_2018-08-27_at_4.20.24_PM.png
  3. Select “Jobs” under “Company Custom Fields”
    1. Screen_Shot_2018-08-27_at_4.21.02_PM.png
  4. Click "Add Field"
  5. Within the model, set “Field” to “Background Screening Package”, enter a description of
    your choice under “Description”, and set “Type” to “Single select”. Under “Options” enter
    all available package options separated by a new line.
    Screen_Shot_2018-08-27_at_4.22.04_PM.png
  6. When you are done, click "Save".