SuccessFactors Integration Configuration Guide

The below steps are needed as part of the SuccessFactors > Beamery Integration set up. These steps would need to be executed by the customer in their SuccessFactors tenant. They are focussed on managing permissions and uploading a certificate.

Please note that these steps will need to be done by the customer, after they have received the x509 certificate from the Beamery Integration Consultant.

Log in to the customer’s SuccessFactors instance as Administrator
Navigate to Manage permission roles

Select a role
Click on the permissions button and select the required permissions:
- For Unidirectional Integration (SF > Beamery):
  - Manage Integration Tools > Access to OData API Metadata Refresh (This is shown in the example screenshot below)
  - Recruiting Permissions > OData API Candidate Export
  - Recruiting Permissions > OData API Application Export
  - Recruiting Permissions > OData API Job Requisition Export

- For Bi-directional Integration, if applicable (Beamery > SF):
  - Recruiting Permissions > OData API Candidate Create
  - Recruiting Permissions > OData API Candidate Update
  - Recruiting Permissions > Candidate Tagging Permission
  - Recruiting Permissions > OData API Application Create
  - Recruiting Permissions > OData API Application Update

Next, You will need to execute the below steps twice if you have opted to also have the Bi-directional Integration (Beamery > SuccessFactors).

Navigate to ‘Manage OAuth2 Client Applications’

Click ‘Register Client Application’

Set the ‘Application Name’ and ‘Application URL’
- Application Name: Name of your choice - We recommend making it clear which integration this is for i.e. either 'SuccessFactors to Beamery' or 'Beamery to SuccessFactors'
- Application URL:
  - https://integrations.sandbox.beamery.com for sandbox
  - https://integrations.beamery.com for production
  - https://integrations.sandbox.beamery.eu for sandbox europe
  - https://integrations.beamery.eu for production europe
Open the x509 certificate provided by the Integration Consultant from Beamery for the specific integration (i.e. either 'SuccessFactors to Beamery', or 'Beamery to SuccessFactors', and copy the contents of it (exclude --BEGIN CERTIFICATE-- and --END CERTIFICATE--) to the ‘X.509 Certificate’ section

Once registered, click on ‘View’ for the application you just created and find the API Key

Provide the API Key from the step above to your Integration Consultant at Beamery.