Note: TextUs is a legacy integration; TextUs migrated customers to TextUs Next in late 2019. The setup steps in this article apply to the TextUs Next integration.
TextUs is a business-class messaging service that allows your organization to reach out to candidates via text message. With TextUs, users can use their existing desktop landline or a virtual number to send a message from their computer or smartphone. In this article, we will cover:
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse Recruiting / TextUs integration, you will need the developer permission Can manage ALL organization’s API Credentials.
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 to apply the API credential management permission to your account. Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure icon > Users > Your Name.
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 ALL organization’s API Credentials so that a check is in the checkbox. When finished, click Save.
Repeat as necessary for any other user that should have access to set up the integration.
Create a Harvest API Key for the Greenhouse Recruiting / TextUs Integration
To create a Harvest API key for the integration, click the Configure icon in the upper right-hand corner. Navigate to Dev Center on the left-hand panel. From the Dev Center page, click API Credential Management.
From the API Credential Management page, click Create New API Key to generate the API key for TextUs.
In the Create New Credential dialog box, make the following selections:
- API Type: Harvest
- Partner: TextUs
- Description: TextUs Harvest API Key
When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by TextUs.
In the subsequent dialog box, click Copy to save your API key to your clipboard. Store the API key in a secure location to provide to TextUs in the next step. Click I have stored the API Key once you have copied and saved the key.
Note: You cannot access the full API key again after clicking I have stored the API Key. If you lose your API key and need to access it later, you must create a new API key, provide it to the integration partner, and then revoke access to the original key.
On the subsequent page, confirm the following permissions are assigned to your new API key:
If any of the permissions above are not checked, place a check in the box next to the appropriate permission. Click Save when finished.
Your Harvest API key for the Greenhouse Recruiting / TextUs integration is created and configured. Proceed to the next section for guidance on providing the API key to TextUs.
Enable Greenhouse Recruiting / TextUs Integration
Log into TextUs on your web browser and stay in the Admin Level of your account. This is the only place that you can integrate your company's accounts. To check you are placing your Integration in the right place, you can verify where you are in the account tree. You will want to place your integration at the highest level of your account tree (Prestige Worldwide in the example below). This can be found when in your settings.
Once you have confirmed you are in the correct level of your account, click your profile image in the top-right corner and click Settings, then click Integrations in the menu on the left.
Click the Greenhouse icon, then enter the email address you use to sign into Greenhouse Recruiting, as well as the Harvest API key you generated in the previous step.
When finished, click Save.
Your team might also choose to install the TextUs Next Chrome extension, which allows you to import contacts right from their Greenhouse Recruiting profile. If you wish to install this extension, you can begin the process by clicking here. Please reach out to the TextUs team to learn more about installing and using the TextUs Next Chrome extension.
Why are my texts not sending?
Your text messages may not be sending for a number of reasons. Please reach out to TextUs support with the following information:
- Are your messages showing as "Delivered" or "Not Delivered" (red)?
- What are some of the numbers you are having trouble texting to?
How do I send a SMS message to a candidate when I am in Greenhouse Recruiting?
You will need to have the TextUs Next Chrome extension installed and make sure you are logged into TextUs for the extension to appear. Click here to install the extension and learn more.
Why are my SMS messages not tracking in Greenhouse Recruiting?
Be sure to check your account is correctly integrated by visiting the Integrations page. If it is not integrated please follow the instructions on how to integrate.
Where does the TextUs Chrome extension read a number from in Greenhouse Recruiting?
The TextUs Chrome Extension pulls the phone number listed below the candidate name by default.
How do I delete a contact?
TextUs rarely recommends deleting contacts! If a user has requested to be opted out, it is best practice to lock them so they cannot be texted but you have the message and contact history still visible for recording purposes.
For troubleshooting assistance regarding the Greenhouse Recruiting / TextUs integration, please contact TextUs support by emailing email@example.com.