Integrating with Stardex

this guide covers https //docs pin com/integrating with stardex#z2vqz https //docs pin com/integrating with stardex#0woyw https //docs pin com/integrating with stardex#pwvx6 https //docs pin com/integrating with stardex#scebk https //docs pin com/integrating with stardex#radlg https //docs pin com/integrating with stardex#rcvnp https //docs pin com/integrating with stardex#op6av https //docs pin com/integrating with stardex#vwxoe connecting stardex to pin navigate to settings > ats integrations and select stardex from the list enter your stardex api key in the api key field you can find your api key in stardex by navigating to settings > integrations > api access after entering your api key, the integration will be connected syncing candidates to stardex to sync candidates from each job in pin to a specific job in stardex 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 stardex 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 stardex based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to stardex 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 stardex once the selected trigger occurs, candidates will sync to stardex within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to stardex a few minutes after being added to outreach checking if a candidate synced to stardex to confirm if a candidate has synced to stardex, you can open their profile in pin if you see the stardex logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in stardex manually syncing a candidate to stardex if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the stardex 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 stardex logo appear on their profile important once a candidate has synced to stardex , their contact information cannot be re synced if some information did not sync, you’ll need to manually update that candidate’s profile in stardex the "export to ats" button only works for candidates who haven’t already synced to stardex 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 stardex the following candidate data will sync to stardex from pin full name email phone number linkedin profile url location (city, state, country) current role how pin checks for duplicates in stardex pin prevents duplicate candidate profiles by running a check before syncing for stardex, 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 stardex add stardex candidates to pin to add stardex candidates to pin, export them from stardex 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 stardex t he only way to add stardex candidates to pin is via csv import