Coda combines the flexibility of a doc with the structure and depth of a spreadsheet so ideas can flow freely and evolve into tools as deep and powerful as any app. Greenhouse Recruiting's integration with Coda allows your organization to connect your Coda docs to Greenhouse Recruiting. 

In this article, we will cover how to: 

The Greenhouse Pack provides seamless integration between your Docs and the Greenhouse Harvest API. To connect your doc to Greenhouse, you'll need to a Greenhouse API Key.

You can find additional use cases for the integration with Coda at the following links:

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse Recruiting / Coda integration, you will need the developer permission Can manage ALL organization’s API Credentials.

Contact a Greenhouse Recruiting 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 Configure.png > Users > Your Name.

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

Select Can manage ALL organization’s API Credentials so a check is in the checkbox. When finished, click Save.

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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 / Coda Integration 

To create a Harvest API key for the integration, click the Configure icon Configure.png in the upper right-hand corner, and navigate to Dev Center on the left-hand panel. From the Dev Center page, click API Credential Management.

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From the API Credential Management page, click Create New API Key to generate the API key for Coda.

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

  • API Type: Harvest
  • Partner: Coda
  • Description: Coda Harvest API Key

When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by Coda.

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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 Coda 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.

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On the subsequent page, confirm the following permissions are assigned to your new API key:

  • Applications: 
    • GET: Retrieve Application
    • GET: List Applications
  • Candidates:
    • GET: Retrieve Candidate
    • GET: List Candidates
    • POST: Add Candidate
    • POST: Add Prospect
  • Departments:
    • GET: Retrieve Department
    • GET: List Departments
  • Offices:
    • GET: Retrieve Office
    • GET: List Offices
  • Jobs:
    • GET: Retrieve Job
    • GET: List Jobs
  • Users:
    • GET: List Users

Note: Please be aware granting Coda access to all endpoints allows the partner to access all data in your organization's Greenhouse Recruiting account.

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 / Coda integration is created and configured. Input the Harvest API key in Coda.