Integrating with TrackerRMS

this guide covers connecting trackerrms to pin https //docs pin com/integrating with trackerrms#connecting trackerrms to pin syncing candidates to trackerrms https //docs pin com/integrating with trackerrms#syncing candidates to trackerrms when candidates sync to trackerrms https //docs pin com/integrating with trackerrms#when candidates sync to trackerrms checking if a candidate synced to trackerrms https //docs pin com/integrating with trackerrms#checking if a candidate synced to trackerrms manually syncing a candidate to trackerrms https //docs pin com/integrating with trackerrms#manually syncing a candidate to trackerrms candidate data synced to trackerrms https //docs pin com/integrating with trackerrms#candidate data synced to trackerrms how pin checks for duplicates in trackerrms https //docs pin com/integrating with trackerrms#how pin checks for duplicates in trackerrms add trackerrms candidates to pin https //docs pin com/integrating with trackerrms#add trackerrms candidates to pin connecting trackerrms to pin navigate to settings > ats integration and select trackerrms from the list enter your region and trackerrms access token after entering this information, the integration will be connected warning the connection may fail if the wrong region is entered here please try a different region if sync runs for a long time and doesn't complete if you're using ca for example, try switching to gl syncing candidates to trackerrms to sync candidates from each job in pin to a specific job in trackerrms 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 trackerrms job you want to sync candidates to you can search by the job id to find the job once you've selected your preferred trigger, pin will automatically update the settings and sync candidates to the selected job in trackerrms based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to trackerrms 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 trackerrms once the selected trigger occurs, candidates will sync to trackerrms within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to trackerrms a few minutes after being added to outreach checking if a candidate synced to trackerrms to confirm if a candidate has synced to trackerrms , you can open their profile in pin if you see the trackerrms logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in trackerrms manually syncing a candidate to trackerrms if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the trackerrms 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 trackerrms logo appear on their profile important once a candidate has synced to trackerrms , their contact information cannot be re synced if some information did not sync, you’ll need to manually update that candidate’s profile in trackerrms the "export to ats" button only works for candidates who haven’t already synced to trackerrms 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 trackerrms the following candidate data will sync to trackerrms from pin full name email phone number linkedin profile url location (city, state, country) current role and company a pin generated resume pdf note all candidates will automatically sync into trackerrms as candidates the candidate owner will always display as the team member who connected the trackerrms integration in pin, and it can’t automatically update to the person who sourced the candidate how pin checks for duplicates in trackerrms pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for trackerrms, duplicates are checked against full name (a duplicate profile will be created if the name is not an exact match for example, steve lu vs steven lu) email address linkedin url if a match is found on either field, pin will not create a new candidate profile in trackerrms add trackerrms candidates to pin to add trackerrms candidates to pin, export them from trackerrms 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 here https //docs google com/spreadsheets/d/1g4yfid8ym0uao4yaohala9zchi790u0kwtf4wax5n9g/edit?usp=sharing note the “ats candidates” search filter is not supported on trackerrms t he only way to add trackerrms candidates to pin is via csv import