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How to Integrate Greenhouse with Beamery

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Integrating Greenhouse with Beamery is easy and takes just a few minutes to enable full synchronisation of contacts between both platforms.


Table of Contents

Generate Partner API Key in Greenhouse
Copy Partner API key from Greenhouse into Beamery
Generate Harvest API Key in Greenhouse
Copy Harvest API key from Greenhouse into Beamery
Beamery Webhooks - Add to Greenhouse
Manage Permission Settings
Data Structure Mapping


Generate Partner API Key in Greenhouse

1. To set up the Beamery integration with Greenhouse, start in your Greenhouse account by selecting 'Configure' from the menu at the top of your screen.

2. On the 'Configure' page, select 'Dev Centre' from the menu and then click on 'API Credential Management'. This will take you to the Greenhouse API Credentials page. If you are already logged into your Greenhouse account, simply click on this hyperlink which will take you straight to the Greenhouse API integrations page or to https://app.greenhouse.io/configure/dev_center

3. On the API Credentials page, click the 'Create New API Key' button. The 'Create new credential' window will now appear.

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4. Fill out the description field (for example, just enter 'Beamery'). For 'Type', select 'Partner'. Finally, select 'Beamery' as the Client Application (scroll down towards the end of the applications list to find Beamery). When finished, click 'Create'.

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5. A Partner API key will now appear in your list within Greenhouse. This will be one of two API Keys you will generate in Greenhouse to complete the integration with Beamery.

 


Copy Partner API key from Greenhouse into Beamery

1. When you have created the Partner API key in Greenhouse, navigate to your Beamery account. Open the settings menu by navigating to the gear icon in the bottom left of the navigation panel.

2. On the settings menu, select 'Greenhouse' located under 'Data management'. This will take you to the Greenhouse integration page.

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3. On the Greenhouse integration page, copy the Partner API key which you generated in Greenhouse. Paste the Partner API key onto the first line 'Export to Greenhouse - Ingestion API Key *'

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4. Now that you have added the Partner API key into Beamery, the next step is to generate a Harvest API key in Greenhouse to copy and paste into Beamery.

 


Generate Harvest API Key in Greenhouse

1. The next step is to generate a Harvest API key in Greenhouse to copy into Beamery. Return to the Greenhouse API integrations page where you generated the Partner API key. If you are already logged into Greenhouse, simply click on this link to take you to the Greenhouse API integrations page.

2. On the API Credentials page, click the 'Create New API Key' button. The 'Create new credential' window will now appear. Fill out the description field (e.g. 'Beamery'), and select 'Harvest' as 'Type'. Then click 'Create'.

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Copy Harvest API Key from Greenhouse into Beamery

1. Copy the 'Harvest' API key across from Greenhouse to Beamery. Paste the Harvest API key onto the second line 'Import to Beamery - Harvest API Key *'.

2. Now that you have added the Harvest API key into Beamery, the final step is to generate the Job Board API key in Greenhouse to copy and paste into Beamery.

3. Now that you have added the second and final API key into Beamery, click on 'Save Credentials'.

 


Beamery Webhooks - Add to Greenhouse

1. Once your credentials are saved, Beamery will generate a Secret Token and an Endpoint URL for you to add to your account in Greenhouse. You will use these to copy into your Greenhouse account.

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2. Return to your Greenhouse account and select 'Configure' from the menu at the top of your screen. On the 'Configure' page, select 'Dev Centre' from the menu and then click 'Web Hooks'.

3. Now on the Webhooks page, click the link 'Web Hooks' which will take you to the page 'Create A New Web Hook'. Alternatively, if you are already logged into Greenhouse, simply click on this link to take you to the webhook configuration form.

4. You will need to create these webhooks:

  • Application Created (regular contact sync op performed)
  • Application Deleted (removes a contact from a linked Greenhouse job application)
  • Application Updated (specific vacancy/application updates performed)
  • Offer Deleted (regular contact sync op performed)
  • Candidate Deleted (does not delete a contact from Beamery, breaks the sync link)
  • Candidate Hired (regular contact sync op performed)
  • Candidate Stage Change (regular contact sync op performed
  • Candidate/Prospect Rejected (regular contact sync op performed)
  • Candidate/Prospect Unrejected (regular contact sync op performed
  • Candidate/Prospect Updated (regular contact sync op performed)
  • Prospect Created (regular contact sync op performed)
  • Merged Candidate (specific merge op performed)
  • Candidate Anonymised (allows the sync of anonymization
  • Candidate has been unhired (regular contact sync op performed)
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5. Create a suitable name for each webhook (e.g. Prospect Created). Copy the Beamery Endpoint URL, and the Beamery Webhook Secret Key (generated in your Beamery account) into each webhook you create.

6. To copy the Beamery Endpoint URL or Beamery Webhook Secret Key from your Beamery account, return to the 'Greenhouse' page in your Beamery account and click on the 'Copy to Clipboard' button next to the Secret Key and Endpoint URL.

Connected email / disconnected banner message
For 'Error recipient email', simply enter an email address to receive notifications on any potential integration errors.

If the error message still appears at the top of your screen stating that “Your user Greenhouse integration is not connected due to an issue with your email address and to please contact support” this means that your user email is still being matched to ensure you exist on both systems and will disappear once the systems have matched the address.

8. Ensure you select 'No' to the question 'Disabled?' to ensure the webhooks are enabled.

9. When completed, click on the 'Create Web hook' button. Repeat this process to create the other Web Hooks to complete the integration with Beamery.

10. Once these steps have been completed, changes in any of your candidate data in Greenhouse will be reflected in Beamery, and any data changed in Beamery will be updated in Greenhouse.

 


Manage Permission Settings

Once you have added the Partner and Harvet API keys and set up the webhooks, you will need to manage the permission settings. To do this, select API Credentials from within the Greenhouse Dev Centre, click on the 'Manage Permissions' option beneath the Harvest API you have just entered.

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This will open up a list of permissions from which you can 'select all' to enable the required permissions.

 

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Data Structure Mapping

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G. Beamery Recipes - Create an automated rule to add candidates to Greenhouse

1. Now that your integration is set up, you have the option to create automated conditions to move qualified candidates you've engaged in Beamery to your account in Greenhouse for screening. This way, you can have all your contacts in Beamery, but only sync contacts that you want to move to the Screening stage.

2. To create a recipe go to settings and select 'Recipes' from the menu on the left-hand side.

3. Set up a recipe to automatically push candidates from Beamery into Greenhouse when they meet certain criteria. You can see an example recipe below whereby candidates that experience a status change to 'Screening', but were also added to Beamery through the Chrome Extension will automatically be added to Greenhouse as a prospect.

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4. To learn more about recipes and how to create one, click here.

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