Resource.io enables your organization to improve your response rates and master outbound recruiting. Greenhouse Recruiting's integration with Resource.io allows your organization to automatically push candidates from Greenhouse Recruiting into Resource.io.
In this article, we will review the steps necessary to enable an integration between Greenhouse Recruiting and Resource.io.
- Retrieve Resource.io’s Endpoint URL and Secret Key
- Configure User Setup Permissions in Greenhouse Recruiting
- Enable Greenhouse/Resource.io Integration
- Next Steps
Retrieve Resource.io’s Endpoint URL and Secret Key
Before enabling the Greenhouse/Resource.io integration, Greenhouse Recruiting will need two pieces of information:
- Resource.io’s Endpoint URL
- Resource.io’s Secret Key
To retrieve this information, navigate to Settings in Resource.io and click Connect Webhooks.
Copy down the Endpoint URL and Secret Key.
Configure User Setup Permissions in Greenhouse Recruiting
After you have received your endpoint URL and Secret Key from [COMPANY NAME], 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 > 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 and configure web hooks 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.
Enable Greenhouse/Resource.io Integration
With Resource.io’s endpoint URL and Secret Key copied, and your Greenhouse user permissions enabled, you are ready to enable the Greenhouse/Resource.io integration.
To enable the integration, click the Configure icon in the upper right-hand corner and navigate to Dev Center on the left-hand panel.
From the Dev Center page, click Web Hooks. Click Web Hooks from the subsequent page.
You will be directed to a new page where you Create a New Web Hook. Provide the following details using information retrieved from Resource.io's Settings page.
When finished, click Create Web hook.
That's it! Your Greenhouse account and Resource.io account can now talk to each other. These settings dictate execution of the Resource.io web hook once the end user transitions the candidate into an appropriate application stage for a given job.
Web hooks will update candidate data in Resource.io so you know you have the most up-to-date state for each person when you build a segment to communicate with.
After using the integration, you may decide you want to share more info between Greenhouse and Resource. If you would like additional information transferred over, please reach out to firstname.lastname@example.org with a list of items to add!
For any questions about your set up and configuration, contact email@example.com and they’ll make sure you’re fully set up and properly connected.