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Greenhouse Recruiting’s integration with Yello allows for a seamless data flow to allow customers to leverage Yello’s Event Recruiting, Interview Scheduling, and/or Video Interviewing solutions. In this article, we will cover how to:
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse Recruiting /Yello 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 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 / Yello Integration
To create a Harvest API key for 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 API Credential Management.
From the API Credential Management page, click Create New API Key to generate the API key for Yello.
In the Create New Credential dialog box, make the following selections:
- API Type: Harvest
- Partner: Yello
- Description: Yello Harvest API Key
When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by Yello.
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 Yello 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:
- GET: Retrieve Candidate
- GET: List Candidates
- PATCH: Edit Candidate
- POST: Add Prospect
- GET: Retrieve Job
- GET: List Jobs
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 / Yello integration is created and configured. Provide your Harvest API key to your Yello onboarding team so they can set up the integration
Determine the fields to be included in the Greenhouse Recruiting / Yello Integration
With Yello, you are able to capture the below data at events or sourcing via Yello or via applications in Greenhouse Recruiting, and seamlessly transfer to the adjoining system for increased productivity.
Once this list of fields is finalized, the Yello Integration Consultant will begin to configure the integration from the Yello side.
Yello/Greenhouse Integration General Process Flow
Below is the general process flow for integrations between Yello and Greenhouse. This process can be altered depending on client use case but give a general overview of how the data moves between the two systems.
The first step on the candidate journey, is for them to sign into Yello at an event. In doing so, they will fill out a collect form (Figure 1) and create a profile in Yello.
Once the profile is created, the field values that are specified in the integration will be export to Greenhouse and create a prospect profile (Figure 2)
Then, once the candidate applies to a job in Greenhouse, we will import that status back to Yello, so that you can view their progression through the interview process (Figure 3).