CandidateZip is a global leader of simplified resume data extraction into ATS/CRM for recruiters. CandidateZip offers a coding-free app for recruiters to quickly automate their hiring workflows and find the perfect candidate with innovative tools. This enables fast data migration from any source, including CRM and historical data, and allows users to extract their custom candidate fields from resumes/job descriptions accurately.
The CandidateZip Integration Adapter for Greenhouse automates the integration via a secure connection with the Greenhouse Harvest API. This Harvest API enables the automated export of data from Greenhouse Recruiting into CandidateZip, and the automatic syncing of CandidateZip changes back into Greenhouse Recruiting.
In this article, we will cover how to:
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/ CandidateZip 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/CandidateZip 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 CandidateZip.
In the Create New Credential dialog box, make the following selections:
- API Type: Harvest
- Partner: CandidateZip
- Description: CandidateZip Harvest API Key
When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by CandidateZip.
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 CandidateZip 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:
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/ CandidateZip integration is created and configured. Provide your Harvest API key to your CandidateZip onboarding team so they can set up the integration.
How to use the CandidateZip Integration with Greenhouse
Part 1: Upload Candidate resume
Navigate to the following URL: https://app.candidatezip.com/index and login to your CandidateZip account.
Scroll down to the CRM Integration section and click Greenhouse ATS.
Paste your copied Harvest API Key in the API Key field and click Done.
Once you successfully login to the Greenhouse account, you will be directed to the CandidateZip page to map the fields. Map the Greenhouse candidate fields to the CandidateZip fields and click Update.
Once you mapped the field, click Choose File and upload a resume. Click Update.
Part 2: View Candidate details in the Greenhouse recruiting
Log in to your Greenhouse account, click All Candidates to view all the candidates’ details that you uploaded.
Once you click a candidate in the above step, you can view candidate’s details on the Details tab.
For troubleshooting assistance regarding the integration, or for more information, contact email@example.com, see https://help.candidatezip.com/hc/en-us, or reach out through the CandidateZip app.