Integrating with Ashby
This guide covers:
Creating an API Key
To connect Pin with Ashby, youβll first need to create an API key in Ashby. You can follow Ashbyβs guide 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.Β
- Enter your Ashby API Key in the API key field.Β
- 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.
- Choose when to sync candidates by selecting one of the following triggers:
- Never
- Contact information is found
- They receive their first message
- They reply to an email
- They reply to an email and are interested
- Select 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: Youβll 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 βExport candidates when contact information is foundβ, 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 theyβve been successfully synced. Clicking the logo will take you directly to their profile in Ashby.
Manually syncing a candidate to Ashby
If the candidate hasnβt synced yet:
- Select the candidate in Pin.
- Click βExport to ATSβ.
- Choose the Ashby job you want to sync the candidate to, then click βExportβ 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, youβll need to manually update that candidateβs profile in Ashby.
- The "Export to ATS" button only works for candidates who havenβt already synced to Ashby. If an integration was connected after the selected trigger, Pin wonβt 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
- 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 βATS Candidatesβ filter to include or exclude candidates from your ATS when searching for candidates.
