Integrating with Loxo

this guide covers https //docs pin com/integrating with loxo#z2vqz https //docs pin com/integrating with loxo#eoeq9 https //docs pin com/integrating with loxo#8hvjw https //docs pin com/integrating with loxo#1j 4h https //docs pin com/integrating with loxo#ilcis https //docs pin com/integrating with loxo#tadct https //docs pin com/integrating with loxo#kzgpz https //docs pin com/integrating with loxo#ktte6 https //docs pin com/integrating with loxo#rwprc https //docs pin com/integrating with loxo#lvr o creating an api key and find agency slug in your loxo account , navigate to settings > api keys to generate an api key you'll need to have admin access to generate the api key you can find your agency slug on your loxo careers page it’s the portion of the url that comes after the domain for example, in https //app loxo co/pin , the agency slug is pin connecting loxo to pin navigate to settings > ats integrations and select loxo from the list enter your loxo agency slug and api key in the fields after entering this information, the integration will be connected create "sourced" job stage in loxo before enabling pin’s job sync, you'll need to create a “sourced” job stage in loxo and make it the first job stage before application review this prevents candidates from syncing into application review and being sent any automated emails tied to that stage syncing candidates to loxo to sync candidates from each job in pin to a specific job in loxo 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 loxo 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 loxo based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to loxo 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 loxo once the selected trigger occurs, candidates will sync to loxo within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to loxo a few minutes after being added to outreach checking if a candidate synced to loxo to confirm if a candidate has synced to loxo, you can open their profile in pin if you see the loxo logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in loxo manually syncing a candidate to loxo if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the loxo 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 loxo logo appear on their profile important once a candidate has synced to loxo , their contact information cannot be re synced if some information did not sync, you’ll need to manually update that candidate’s profile in loxo the "export to ats" button only works for candidates who haven’t already synced to loxo 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 loxo the following candidate data will sync to loxo from pin full name email phone number linkedin profile url location (city, state, country) current and previous roles education if the candidate was sourced from pin note all candidates will automatically sync into loxo at the sourced stage how pin checks for duplicates in loxo pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for loxo, 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 loxo add loxo candidates to pin to add loxo candidates to pin, export them from loxo 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 loxo t he only way to add loxo candidates to pin is via csv import