Integrating with Lever

this guide covers https //docs pin com/integrating with lever#hq5 t https //docs pin com/integrating with lever#2ma9q https //docs pin com/integrating with lever#d53jr https //docs pin com/integrating with lever#y7ogn https //docs pin com/integrating with lever#3 rnx https //docs pin com/integrating with lever#sfilv https //docs pin com/integrating with lever#u6ktr https //docs pin com/integrating with lever#5yciw https //docs pin com/integrating with lever#n51yc connecting lever to pin navigate to settings > ats integration and select lever from the list be sure to select the one highlighted in the screenshot below enter your lever login credentials and grant pin permission to access your lever account after granting pin permission to access your lever account, the integration will be connected note you'll need to have super admin level permissions to connect to lever syncing candidates to lever to sync candidates from each job in pin to a specific job in lever 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 lever 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 lever based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to lever 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 lever once the selected trigger occurs, candidates will sync to lever within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to lever a few minutes after being added to outreach checking if a candidate synced to lever to confirm if a candidate has synced to lever, you can open their profile in pin if you see the lever logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in lever manually syncing a candidate to lever if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the lever 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 lever logo appear on their profile important once a candidate is synced to lever, their contact information cannot be re synced if some information didn’t sync, you’ll need to manually update that candidate’s profile in lever the "export to ats" button only works for candidates who haven’t already synced to lever 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 the candidate will appear in lever after syncing from pin to lever, this is how the candidate profile will appear in lever candidate data synced to lever the following candidate data will sync to lever from pin full name email phone number linkedin profile url location (city, state, country) current job and company 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 lever as leads how pin checks for duplicates in lever pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for lever, 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 lever add lever candidates to pin to add lever candidates to pin, export them from lever 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 lever t he only way to add lever candidates to pin is via csv import