SourceWhale is an all-in-one sourcing and outreach solution for recruiters that allows you to source candidates, delivers personalised automated outreach and follow-ups, and provides detailed analytics throughout.
Greenhouse Recruiting’s integration with SourceWhale allows you to ensure that your candidates and outreach activity are synced and recorded into Greenhouse. In this article, we will cover how to:
- Configure User Setup Permissions in Greenhouse Recruiting
- Create a Harvest API Key for the Greenhouse/SourceWhale Integration
- Enable Greenhouse / SourceWhale Integration
- Choose sync options
- Use Greenhouse / SourceWhale Integration
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/SourceWhale 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 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.
Create a Harvest API Key for the Greenhouse/SourceWhale 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 SourceWhale.
In the Create New Credential dialog box, make the following selections:
- API Type: Harvest
- Partner: SourceWhale
- Description: SourceWhale Harvest API Key
When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by SourceWhale.
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 SourceWhale 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:
- Custom Fields
- Job Openings
- Job Stages
- Prospect Pools
On the Manage API Key Permissions page, select Applications, Candidates, Custom Fields, Job Openings, Job Stages, Jobs, Prospect Pools, Sources, and Users.
When finished, click Update.
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 / SourceWhale integration is created and configured. Copy the Harvest API key to provide to SourceWhale in the next step.
Enable Greenhouse / SourceWhale Integration
With your newly created Harvest API key copied, head over to the integrations page in SourceWhale and paste the key in the supplied field under Greenhouse Harvest API Key. Additionally add in the URL of your Greenhouse instance e.g. app3.greenhouse.io - this can be found by looking at your URL bar whilst you have Greenhouse open.
Choose sync options
Once you have set up the Greenhouse integration in SourceWhale, you can choose when you would like your contacts to be synced. You have three choices:
- When adding contact - every contact you add to SourceWhale will be synced into Greenhouse.
- When contact replies - every contact who is marked as having replied to your emails or other outreach will be synced to Greenhouse.
- When contact replies and is interested - Only if the contact is marked as interested will the contact be synced to Greenhouse.
Use Greenhouse / SourceWhale Integration
SourceWhale allows you to easily check if someone is in Greenhouse already before reaching out to them. SourceWhale can match on:
- phone number
- social profile URL (e.g. Linkedin profile URL)
- name & current company
If SourceWhale finds a match, it will automatically link on the chrome extension to the Greenhouse profile.
Adding candidates to Greenhouse
You can use SourceWhale to add candidates directly from wherever you are on the web.
SourceWhale creates a new candidate record in Greenhouse and auto-populates the candidate's profile information:
SourceWhale can also sync any activity or interaction with the candidate into Greenhouse
so it’s available for all Greenhouse users to see. By default this does not include the contents of any email messages between the recruiter and the candidate, for privacy reasons. However this can be modified upon request.