Integrating with Kortivity

this guide covers https //docs pin com/integrating with kortivity#k8sm7 https //docs pin com/integrating with kortivity#7p91k https //docs pin com/integrating with kortivity#yk68 https //docs pin com/integrating with kortivity#3ecx7 https //docs pin com/integrating with kortivity#yqwa7 https //docs pin com/integrating with kortivity#ktte6 https //docs pin com/integrating with kortivity#wvas9 https //docs pin com/integrating with kortivity#iurhp connecting kortivity to pin navigate to settings > ats integration and select kortivity from the list enter your api url of your kortivity instance, username and password in the fields you can find the api url in the web address bar by default it’s https //k7y app after entering this information, the integration will be connected syncing candidates to kortivity to sync candidates from each job in pin to a specific job in kortivity 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 kortivity 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 kortivity based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to kortivity 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 kortivity once the selected trigger occurs, candidates will sync to kortivity within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to kortivity a few minutes after being added to outreach checking if a candidate synced to kortivity to confirm if a candidate has synced to kortivity , you can open their profile in pin if you see the kortivity logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in kortivity manually syncing a candidate to kortivity if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the kortivity 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 kortivity logo appear on their profile important once a candidate has synced to kortivity , their contact information cannot be re synced if some information did not sync, you’ll need to manually update that candidate’s profile in kortivity the "export to ats" button only works for candidates who haven’t already synced to kortivity 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 kortivity the following candidate data will sync to kortivity from pin full name email phone number linkedin profile url (synced to personal url field) location (city, state, country) current and previous roles education if the candidate was sourced from pin which team member sourced the candidate how pin checks for duplicates in kortivity pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for kortivity , 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 kortivity add kortivity candidates to pin to add kortivity candidates to pin, export them from kortivity as a csv, then upload that file to the relevant job in pin to avoid import errors, you can download and use pin’s csv template, and ensure your column headers and data formats match the template you can download the csv template https //docs google com/spreadsheets/d/1g4yfid8ym0uao4yaohala9zchi790u0kwtf4wax5n9g/edit?usp=sharing note the “ats candidates” search filter is not supported on kortivity t he only way to add kortivity candidates to pin is via csv import