Integrating with Ashby (cloned)

this guide covers creating an api key https //docs pin com/integrating with ashby#creating an api key connecting ashby to pin https //docs pin com/integrating with ashby#connecting ashby to pin syncing candidates to ashby https //docs pin com/integrating with ashby#syncing candidates to ashby when candidates sync to ashby https //docs pin com/integrating with ashby#when candidates sync to ashby checking if a candidate synced to ashby https //docs pin com/integrating with ashby#checking if a candidate synced to ashby manually syncing a candidate to ashby https //docs pin com/integrating with ashby#manually syncing a candidate to ashby candidate data synced to ashby https //docs pin com/integrating with ashby#candidate data synced to ashby how pin checks for duplicates in ashby https //docs pin com/integrating with ashby#how pin checks for duplicates in ashby source candidates from ashby https //docs pin com/integrating with ashby#source candidates from ashby creating an api key to connect pin with ashby, you’ll first need to create an api key in ashby you can follow ashby’s guide https //ashbyhq notion site/how do i generate an api key 58d3409382014a3d80c3b08e982644d7 for step by step instructions on generating an api key when creating the api key, make sure it includes the following endpoint permissions required by pin jobs read candidates read & write organization read api keys read connecting ashby to pin navigate to settings > ats integration and select ashby from the list enter your ashby api key in the api key field after entering your api key, the integration will be connected syncing candidates to ashby to sync candidates from each job in pin to a specific job in ashby go to job settings > position details scroll to the ats integration section c hoose when to sync candidates by selecting one of the following triggers never contact information is found they receive their first message t hey reply to an email they reply to an email and are interested s elect the ashby job you want to sync candidates to once you've selected your preferred trigger, pin will automatically update the settings and sync candidates to the selected job in ashby based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to ashby in the position details tab within the job settings we recommend setting up the job sync before adding candidates to outreach this ensures candidates sync correctly to the job without issues if you prefer not to sync candidates to a job, you can still set up a trigger and leave the job field empty when candidates sync to ashby once the selected trigger occurs, candidates will sync to ashby within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to ashby a few minutes after being added to outreach checking if a candidate synced to ashby to confirm if a candidate has synced to ashby, you can open their profile in pin if you see the ashby logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in ashby manually syncing a candidate to ashby if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the ashby job you want to sync the candidate to, then click “export” to complete the sync after exporting, refresh the page, and you should now see the ashby logo appear on their profile important once a candidate has synced to ashby, their contact information cannot be re synced if some information did not sync, you’ll need to manually update that candidate’s profile in ashby the "export to ats" button only works for candidates who haven’t already synced to ashby if an integration was connected after the selected trigger, pin won’t retroactively sync those candidates in that case, use the "export to ats" button to sync them over candidate data synced to ashby the following candidate data will sync to ashby from pin full name email phone number linkedin profile url location (city, state, country) current and previous roles education a pin generated resume pdf if the candidate was sourced from pin which team member sourced the candidate note all candidates will automatically sync into ashby as leads how pin checks for duplicates in ashby pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for ashby, duplicates are checked against email address linkedin url if a match is found on either field, pin will not create a new candidate profile in ashby source candidates from ashby after connecting ashby to pin, you can use the “ats candidates” filter to include or exclude candidates from your ats when searching for candidates