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Vettery

We are happy to announce the new and improved bi-directional integration between Greenhouse ATS and Vettery!

What are your immediate benefits?

With this integration, Greenhouse provides data to Vettery to streamline and speed up your hiring process.  

  • When you make an update to a Vettery candidate’s application in Greenhouse, your Account Manager is instantly alerted without you lifting a finger.
  • Sync Greenhouse candidates to the right hiring manager in Greenhouse.

What are some of the future benefits of the integration? 

In addition to this immediate upgrade, we will also use this data to build new features to speed up your hiring in the coming months. What are some of the potential future benefits of the integration?

  • Sync Greenhouse candidates to the right role and stage in Greenhouse.
  • Create roles on Vettery with your existing Greenhouse job descriptions.
  • Better candidates for all of your roles through targeted candidate sourcing and improvements to our matching algorithms.
  • And much more….

Step 1: Find if you have the right permissions.

In Vettery, start by visiting “Tracker” in the top left hand corner of your screen.

Click “edit preferences & integration.” Next click “Integrate with Greenhouse” on the right hand side of your screen. Note: If you have already integrated with Greenhouse, the button will be highlighted green and say “Greenhouse Settings.”

 

 

This brings you to a page which outlines some of the features Vettery will be able to build with the bi-directional ATS and the data we’re syncing from Greenhouse. If you agree with the terms, click “Continue.” Note: Only one person at your company will need to accept this agreement.

 

 

Check if you have the correct permissions in Greenhouse to configure the integration. You need to have Site Admin permissions with Developer Permissions. A quick way to check if you have this is to visit https://app.greenhouse.io/configure/dev_center and if you see the option “Web Hooks,” you have the correct permissions. If you do not, follow along to this video to find your colleague with the right permissions.

 

Step 2: Set up the API Key.

Now, you are ready to set up the integration! In Vettery, click on the link under “API Key” which will bring you to API Credential Management in Greenhouse.

 

 

Click “Click “Create New API Key”. Name it “Vettery API” and select “Harvest” for Type. Click “Create.” You’ve successfully created the API key!

Now, you’re going to check off the following API Key Permissions.

Click the triangle next to “Applications,” to expand the category. Then, check off Get: Retrieve Application, Get: List Applications, Post: Advance Application, Post: Reject Application, Post: Unreject Application, and Patch: Update a rejected application’s rejection reason.

For the Candidates category, select GET: Retrieve Candidate, GET: List Candidates, PATCH: Edit Candidate, POST: Add Candidate, POST: Add Note, POST: Add Attachment, POST: Add Application, POST: Add Prospect, and POST: Add E-mail.

Check the box next to “Close Reasons” because we’re selecting all of that category.

Under “Email Templates” click GET: Retrieve Email Template and GET: List Email Templates.

For “Job Openings”, select just GET: List Openings for a Job.

Expand the “Job Posts” category and choose GET: List Job Posts, GET: Retrieve Job Post for Job, and GET: List Job Posts for Job.

Under “Job Stages”, select GET: Retrieve Job Stage, GET: List Job Stages, and GET: List Job Stages for Job.

Below “Jobs”, select GET: Retrieve Job, GET: List Jobs, and GET: Get Hiring Team.

For “Offers”, choose GET: List Application's Offers, GET: Retrieve Application's Current Offer, GET: Retrieve Offer, and GET: List Offers.

Under “Offices”, choose GET: Retrieve Office and GET: List Offices.

For “Scheduled Interviews,” select all of the category (GET: List Interviews for Application, GET: Retrieve Interview, GET: List Interviews, DELETE: Delete Scheduled Interview, POST: Create Scheduled Interview, and PATCH: Update Scheduled Interview.

Below “Scorecards,” choose GET: List Scorecards, GET: List Scorecards for Application, and GET: Retrieve Scorecard.

Select all of “Sources” so GET: List Sources.

Last one! Under “Users” select GET: Retrieve User, GET: List Users, GET: List User Job Permissions, and GET: List User Future Job Permission.

 

 

Click “Update.”

Now, make sure you copy the Key ID in the green box above the Vettery API. Paste a copy in Vettery where it says “Paste your Harvest API Key.” The tech team will need this to finish your integration.

Click “Save and Verify”. Wait a few seconds so Vettery and Greenhouse can load all of the active connections - do not refresh your page at this point.

Under the API key, you should see “48 of 48 connections active” indicating you have set up all of the API connections correctly. You can click on this to see the full list of connections.

Note: If you have less than 48 connections, pinpoint which connections are not active by expanding the connections list. Then return to Greenhouse API Credential Management. Click “Manage Permissions” above the Vettery API and check off the boxes next to the remaining inactive connections. Click “Update” to save the changes. In Vettery, you should now see  “48 of 48 connections active.”

Step 3: Set up Web Hooks.

 

Now moving on to configuring the Web Hooks! In Vettery, click on the link under Web Hooks which will bring you to the Web Hooks set up in Greenhouse.

Create the basics of the Web Hook by naming it. Under “Name this web hook” type in “Candidate stage change.” Under “When,” scroll down and select “Candidate has changed stage”.

 

 

Move back to Vettery and hover over the “Endpoint URL” below “Candidate state change.” Click the “Copy” button next to that endpoint URL. Return to Greenhouse and paste the “Endpoint URL” under “Export to.”

Copy the “Secret key” from Vettery and paste it under “Secret key” in Greenhouse.

Under “Error recipient email,” type “support@vettery.com” so the Vettery team can be aware of any integration issues. This goes to our product and tech teams. Ensure “Disabled?” is marked as “No”.

 

Click “Create Web hook.” You will see a pop up at the top of your page that says “Web hook created successfully!”

In Vettery, click “Check endpoints.” Then there will be a green circle next to the Web Hook to indicate you’ve created it successfully.

 

 

Follow the same process above to create Web hooks for the rest of the page:

Offer Created

Offer Updated

Offer Deleted

Candidate Rejected

Candidate Hired

Candidate Submitted Application

Candidate Merged

 

When you’re done, all of the Web Hooks should have the green circle next to them!