Integrating with Crelate

this guide covers connecting crelate to pin https //docs pin com/integrating with crelate#connecting crelate to pin syncing candidates to crelate https //docs pin com/integrating with crelate#syncing candidates to crelate when candidates sync to crelate https //docs pin com/integrating with crelate#when candidates sync to crelate checking if a candidate synced to crelate https //docs pin com/integrating with crelate#checking if a candidate synced to crelate manually syncing a candidate to crelate https //docs pin com/integrating with crelate#manually syncing a candidate to crelate candidate data synced to crelate https //docs pin com/integrating with crelate#candidate data synced to crelate how pin checks for duplicates in crelate https //docs pin com/integrating with crelate#how pin checks for duplicates in crelate source candidates from crelate https //docs pin com/integrating with crelate#source candidates from crelate connecting crelate to pin navigate to settings > ats integration and select crelate from the list enter your crelate api key in the api key field for help finding your api key, follow the steps in crelate’s guide https //help crelate com/en/articles/4120535 find and manage your api key after entering your api key, the integration will be connected syncing candidates to crelate to sync candidates from each job in pin to a specific job in crelate 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 crelate 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 crelate based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to crelate 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 crelate once the selected trigger occurs, candidates will sync to crelate within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to crelate a few minutes after being added to outreach checking if a candidate synced to crelate to confirm if a candidate has synced to crelate , you can open their profile in pin if you see the crelate logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in crelate manually syncing a candidate to crelate if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the crelate 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 crelate logo appear on their profile important once a candidate has synced to crelate , their contact information cannot be re synced if some information did not sync, you’ll need to manually update that candidate’s profile in crelate the "export to ats" button only works for candidates who haven’t already synced to crelate 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 how do i configure this crelate integration so it only shows my open jobs? currently, all jobs whether open or closed candidate data synced to crelate the following candidate data will sync to crelate from pin full name email phone number linkedin profile url location (city, state, country) current job and company a pin generated resume pdf important in crelate, all activity is attributed to the owner of the api key there is no way to reassign or change the user who sourced a candidate from pin how pin checks for duplicates in crelate pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for crelate, duplicates are checked only against email addresses important if a candidate in pin matches an existing record by name and company, crelate will not create a candidate profile source candidates from crelate after connecting crelate to pin, you can use the “ats candidates” filter to include or exclude candidates from your ats when searching for candidates frequently asked questions how do i configure this crelate integration so it only shows my open jobs? currently, all jobs whether open or closed unfortunately, crelate uses non standard job statuses this is a known crelate issue, so since pin cannot tell which jobs are open or closed, it will display all jobs