Integrating with Greenhouse

this guide covers https //docs pin com/integrating with greenhouse#jfor https //docs pin com/integrating with greenhouse#jdxti https //docs pin com/integrating with greenhouse# ugo6 https //docs pin com/integrating with greenhouse#3kjxk https //docs pin com/integrating with greenhouse#2ir x https //docs pin com/integrating with greenhouse#kgtv https //docs pin com/integrating with greenhouse#8pvxs https //docs pin com/integrating with greenhouse#xljf4 https //docs pin com/integrating with greenhouse#yejqw creating a harvest api key to configure the pin integration with greenhouse, you’ll first need to create a harvest api key follow the steps in https //support greenhouse io/hc/en us/articles/5888163769883 create a harvest api key for an integration to create the key, and verify that the permissions below are selected when configuring the pin integration credentials in the create new credential box, make the following selections api type harvest partner pin or unlisted vendor description pin harvest api key permissions verify that the following permissions are selected for the pin integration candidates get retrieve candidate get list candidates patch edit candidate post add candidate post add e mail post add note post add attachment post add application post add education post add employment post add prospect jobs get retrieve job get list jobs users get retrieve user get list users important greenhouse allows only one pin api key if the initial connection fails, delete that key and generate a new one before trying again connecting greenhouse to pin navigate to settings > ats integration and select greenhouse from the list enter your greenhouse harvest api key in the api key field after entering your api key, the integration will be connected syncing candidates to greenhouse to sync candidates from each job in pin to a specific job in greenhouse 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 greenhouse 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 greenhouse based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to greenhouse 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 greenhouse once the selected trigger occurs, candidates will sync to greenhouse within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to greenhouse a few minutes after being added to outreach check if a candidate synced to greenhouse to confirm if a candidate has synced to greenhouse, you can open their profile in pin if you see the greenhouse logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in greenhouse manually syncing a candidate to greenhouse if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the greenhouse 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 greenhouse logo appear on their profile important once a candidate is synced to greenhouse, their contact information cannot be re synced if some information didn’t sync, you’ll need to manually update that candidate’s profile in greenhouse the "export to ats" button only works for candidates who haven’t already synced to greenhouse 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 greenhouse the following candidate data will sync to greenhouse from pin full name email phone number linkedin profile url location (city, state, country) current job and company a pin generated resume pdf note all candidates will automatically sync into greenhouse as prospects how pin checks for duplicates in greenhouse pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for greenhous 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 greenhouse source candidates from greenhouse after connecting greenhouse to pin, you can use the “ats candidates” filter to include or exclude candidates from your ats when searching for candidates