Greenhouse Recruiting’s integration with Scholars allows users to send candidate information from Scholars to different active jobs in their Greenhouse account. Scholars retrieves all the user’s active jobs so that they are able to select and export all the candidates they want from Scholar's list of candidates, back to the Greenhouse platform.
In this article, we will cover how to:
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Scholars integration, you will need the developer permissions Can manage ALL organization’s API Credentials and Can manage and configure web hooks.
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 necessary permissions 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 User-Specific Permissions panel on your user page and expand the Developer Permissions dropdown menu.
Select Can manage ALL organization’s API Credentials and Can manage and configure web hooks. When finished, click Save.
Retrieve Scholars’ Endpoint URL and Secret Key
Before enabling the Greenhouse/Scholars integration, Greenhouse will need two pieces of information:
- Scholar’s Webhook Endpoint
- Scholar’s API Secret Key
Sign into your Scholars account, and select Integrations from the lower-left.
Select Greenhouse from the top tab.
Click Edit (pencil icon) and copy the information in the following fields:
- Webhook Endpoint
- API Secret
Paste the copied information into a secure note to use in the next step.
Create a Web Hook for the Greenhouse/Scholars Integration
With Scholar's Endpoint and Secret Key copied, you are ready to create a web hook for the Greenhouse/Scholar integration.
To enable the integration, in Greenhouse 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 can create a new web hook. On this page enter the following details:
- Name: Scholars
- When: Candidate has been hired
- Endpoint URL: The Endpoint copied from Scholars.
- Secret Key: The Secret Key copied from Scholars.
When finished, click Create Web Hook.
Create a Harvest API Key for the Greenhouse/Scholars Integration
To create a Harvest API key for the integration, click on 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 Scholars. Enter "Scholars" for the description, and from the Type drop-down, select Harvest. Click Create.
On the Manage API Key Permissions page, select all of the following API permissions:
POST: Add Candidate
GET: List Jobs
When finished, click Update.
Your Harvest API key for the Greenhouse/Scholars integration is created and configured. Copy your API key in a secure area to provide to Scholars in the next step.
Enable the Greenhouse/Scholars Integration
Now that you have created a Harvest API key, you can enable the Greenhouse integration on Scholars. Make sure that the API key is safely copied, and then sign into your Scholars account. Click Integrations on the left menu.
Next, click the Greenhouse tab. You’ll notice that the “API Key” field is marked "Incomplete." Click Edit (pencil icon) to edit the Greenhouse integration configuration:
Paste the API key from your clipboard into the “API Key” field:
Click Save Information to save your Greenhouse Harvest API key. The Scholars app will send a request to the Harvest API using the API key that you pasted, to verify that the key is valid. If the request is successful, the API key will be saved, and you should see it in the “Greenhouse Details” section as below:
Finally, users will need to set the user for the integration by selecting the My Profile tab on the left menu.
Click Configure by Configure Greenhouse User:
Enter the primary email address associated with your Greenhouse account:
If you enter a valid Greenhouse user email, then the integration will show enabled: This completes the integration setup, and the user’s Scholars account is now capable of exporting candidates to Greenhouse!
Use the Scholars/Greenhouse Integration
Users are able to see all their job pipelines on the Pipeline tab of the Scholars Dashboard. Users will have already organized their candidates here:
After click on a pipeline card, you'll see a list of candidates that have been selected for a position.
Here you can set a default Greenhouse job for the list. Click Set Greenhouse Job.
Choose the corresponding job from the list of Greenhouse jobs.
Now you can click quick export candidates to Greenhouse by clicking the Greenhouse icon on the right:
Get Further Help with the Scholars Integration
After using the integration, you may decide you want to share more info between Greenhouse and Scholars. If you would like additional information transferred between the platforms, please reach out to the Scholars development team (firstname.lastname@example.org) with a list of items to add and our team will review your request! Please contact email@example.com for troubleshooting assistance regarding the integration.