Integrating with Recruiterflow

this guide covers https //docs pin com/integrating with recruiterflow#hq5 t https //docs pin com/integrating with recruiterflow#bl73s https //docs pin com/integrating with recruiterflow#2ma9q https //docs pin com/integrating with recruiterflow#d53jr https //docs pin com/integrating with recruiterflow#y7ogn https //docs pin com/integrating with recruiterflow#3 rnx https //docs pin com/integrating with recruiterflow#sfilv https //docs pin com/integrating with recruiterflow#5yciw https //docs pin com/integrating with recruiterflow#dfrcw creating an api key to connect pin with recruiterflow, you’ll first need to reach out to recruiterflow's support team to get an api key connecting recruiterflow to pin navigate to settings > ats integration and select recruiterflow from the list enter your recruiterflow api key in the api key field after entering your api key, the integration will be connected syncing candidates to recruiterflow to sync candidates from each job in pin to a specific job in recruiterflow 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 recruiterflow 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 recruiterflow based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to recruiterflow 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 recruiterflow once the selected trigger occurs, candidates will sync to recruiterflow within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to recruiterflow a few minutes after being added to outreach checking if a candidate synced to recruiterflow to confirm if a candidate has synced to recruiterflow, you can open their profile in pin if you see the recruiterflow logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in recruiterflow manually syncing a candidate to recruiterflow if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the recruiterflow 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 recruiterflow logo appear on their profile important once a candidate is synced to recruiterflow, their contact information cannot be re synced if some information didn’t sync, you’ll need to manually update that candidate’s profile in recruiterflow the "export to ats" button only works for candidates who haven’t already synced to recruiterflow 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 recruiterflow the following candidate data will sync to recruiterflow 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 which team member sourced the candidate how pin checks for duplicates in recruiterflow pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for recruiterflow, 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 recruiterflow add recruiterflow candidates to pin to add recruiterflow candidates to pin, export them from recruiterflow 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 recruiterflow t he only way to add recruiterflow candidates to pin is via csv import