With Guide, recruiting teams invite their candidates to a single hub to manage everything they need during their hiring process, from interview details to timelines, prep materials, and more. Because Guide acts as the candidate's home base for updates and real-time information, Guide unlocks rich insights that help talent teams understand which candidates are engaged and which are at risk of dropping off.
Greenhouse Recruiting's integration with Guide allows you to automatically create, send, and update Guide content based on each candidate's interview stage in Greenhouse Recruiting. The integration allows enables the automatic import of key information for candidates, such as interviewer profiles and interview schedules.
Set up the Guide integration
Create a Harvest API key
To configure the Greenhouse Recruiting / Guide integration, you'll need to create a Harvest API key.
Follow the steps in this article to create the key, and verify that the credentials and permissions below are selected when configuring the Guide integration.
Credentials
In the Create New Credential box, make the following selections:
- API type: Harvest
- Partner: Guide
- Description: Guide Harvest API key
Permissions
Verify that the following permissions are selected for the Guide integration:
Applications
- Get: Retrieve Application
- Get: List Applications
Candidates
- Get: Retrieve Candidate
- Get: List Candidates
- Post: Add Note
- Post: Add E-mail
Tags
- Get: List tags applied to candidate
- Get: List Candidate Tags
Scorecards
- Get: Retrieve Application's Scorecard
- Get: List Scorecards for Application
- Get: Retrieve Scorecard
- Get: List Scorecards
Offers
- Get: List Application's Offers
- Get: Retrieve Application's Current Offer
- Get: Retrieve Offer
- Get: List Offers
Scheduled Interviews
- Get: List Interviews for Application
- Get: Retrieve Interview
- Get: List Interviews
- Delete: Delete a scheduled interview
- Post: Create a scheduled interview
- Patch: Update a scheduled interview
Activity Feed
- Get: Retrieve Activity Feed
Departments
- Get: Retrieve Department
- Get: List Departments
Email Templates
- Get: Retrieve Email Template
- Get: List Email Templates
Jobs
- Get: Retrieve Job
- Get: List Jobs
- Get: Get hiring team
Job Posts
- Get: List Job Posts
- Get: Retrieve Job Post for Job
- Get: List Job Posts for Job
Job Stages
- Get: Retrieve Job Stage
- Get: List Job Stages
- Get: List Job Stages for Job
Offices
- Get: Retrieve Office
- Get: List Offices
Rejection Reasons
- Get: List Rejection Reasons
Sources
- Get: List Sources
Users
- Get: Retrieve User
- Get: List Users
- Get: List User Job Permissions
- Get: List User Future Job Permissions
- Get: List Pending Approvals
EEOC
- Get: Retrieve EEOC Data for Application
- Get: List EEOC
User Roles
- Get: List User Roles
Tracking Links
- Get: Retrieve Job Tracking Link
Education
- Get: Get degrees
- Get: Get disciplines
- Get: Get schools
Job Openings
- Get: List Openings For a Job
Custom Fields
- Get: Get custom fields
Custom Field Options
- Get: Custom field options
Close Reasons
- Get: Get close reasons
Approvals
- Get: List Approval Flows For Job
- Get: Get single approval flow
Custom Locations
- Get: Retrieve Custom Location for Job Board
When finished, click Save.
Your Harvest API key for the Greenhouse Recruiting / Guide integration is created and configured. Copy the key to provide to Guide in the next step.
Provide your API key credentials to Guide
With your Harvest API key securely copied, navigate to Guide's Integrations page via Guide Dashboard > Settings > Integrations and choose Greenhouse.
Paste your API key in the Harvest API Key field.
Two other fields must be completed: the Single Sign On (SSO) subdomain and Greenhouse Maildrop address. Guide needs these two pieces of information to communicate with your Greenhouse Recruiting account, and to ensure email messages sent through Guide appear in each candidate's Activity Feed in Greenhouse Recruiting.
Locate your company's subdomain by logging into your Greenhouse Recruiting account. Note the URL in your address bar: this usually is either app, app2, app3, or companyname.greenhouse.io.
Locate your company's Maildrop address by visiting this article. Find and copy your Maildrop email address for logging candidate conversations.
Paste your subdomain, and Maildrop email address in the integration setup in Guide and click Save.
Create web hooks in Greenhouse Recruiting
Connecting web hooks between Greenhouse Recruiting and Guide enables Guide to be notified when changes are made to candidates within Greenhouse Recruiting. This allows powerful functionality like updating a candidate's Guide content when they move interview stages, or sending them an email after they apply.
To retrieve the information for the web hooks, navigate to the Guide Integrations page and click Configure under Greenhouse. Follow the instructions to create a webhook, and repeat the same process for each one requested. This will take approximately 10 minutes.
Note: The fastest way to create the webhooks is to open a second tab for Greenhouse Recruiting's webhook configuration page, and switch between both tabs in tandem.
Install the the Guide Extension for Google Chrome and complete setup
Note: The Guide Extension is currently supported for the Google Chrome browser. Users of Microsoft Edge may encounter limited success using the Guide Extension, however, Guide does not currently officially support Microsoft Edge, Mozilla Firefox, Apple Safari, or any other browser.
As the final step to enable the Guide integration, you'll need to install the Guide extension for Google Chrome.
Navigate to Guide and click your user image in the top-right corner of your Guide Dashboard to populate user settings. From the dropdown, select Install Chrome extension.
Alternatively, to directly download the Guide extension, click here.
Update the Guide Extension for Google Chrome
Chrome does a updates your extensions automatically, but it checks for updates on its own schedule. Occassionally we may request you proactively update the Guide Extension for Chrome.
To perform a manual update, start Google Chrome and click the vertical ellipsis icon tool icon on the browser toolbar.
From there, select More Tools → Extensions and then, click the Developer Mode button on the right side of the header.
Next, find and click the Update button. Once done, the extension update should run as expected.
Additional resources
For troubleshooting or setup assistance, please contact the Guide support team at support@guide.co or refer to Guide's support article Integrating with Greenhouse.