🤝 Greenhouse | Export

This article is for setting up a one-way export from SeekOut to Greenhouse. To learn about the two-way integration, see our article here.

SeekOut integrates with your Greenhouse account, allowing you to export candidate data from SeekOut and turn it into Greenhouse candidate profiles, complete with contact information and work/education history. SeekOut candidate data can be sent to Greenhouse as prospects or they can be attached to an existing job.

This article shows how to set up your integration as well as how to export candidate info from SeekOut to Greenhouse.

Before You Begin

Your Greenhouse account must have the developer permission "Manage ALL organization’s API Credentials" enabled.

See the section in this Greenhouse article Configure User Setup Permissions in Greenhouse Recruiting for steps on how to set this up.

Your Greenhouse login and your SeekOut login must both use the same email address when setting up the integration.

Setting up with Harvest API

Create a new Source

Login to your Greenhouse dashboard and click the Configuration icon at the top right. Navigate to Custom Options, then click Sources under the Company Metadata section.

Click Create New Source. Choose Prospecting from the Sourcing Strategy dropdown, and enter SeekOut as the Name of Source. 

Click Create Source to save the new source. See Greenhouse's documentation here for more info on custom sources.

Create your API Key in Greenhouse

Login to your Greenhouse dashboard and click the Configuration icon at the top right. Navigate to the Dev Center, then click API Credential Management.

On the next page, click the Create New API Key button. Select Harvest as your API Type, SeekOut as your Partner, and enter a description.

Click Manage Permissions, and your new API Key will be available to you. Click Copy to copy the key to your clipboard. 

Click I have stored the API Key to close the window. The Harvest API permissions page will open automatically.

Harvest API Permissions

Check the box next to each of the following permissions:

• Application

  • Patch: Update Application (Note: If you don't see this in your list of permissions, please contact Greenhouse support)

• Candidates

  • Delete: Delete Candidate

  • Get: Retrieve Candidate

  • Get: List Candidates

  • Patch: Edit Candidate

  • Post: Add Candidate

  • Post: Add Attachment

  • Post: Add Application

  • Put: Anonymize Candidate

  • Post: Add Note

  • Put: Merge two candidates

  • Post: Add Education

  • Delete: Delete Education

  • Post: Add Employment

  • Delete: Delete Employment

  • Post: Add E-mail

  • Post: Add Prospect

• Prospect Pool

  • Get: Retrieve Prospect Pool

  • Get: List Prospect Pools

• Sources

  • Get: List Sources

• Tags

  • Post: Add New Candidate Tags

  • Put: Add a candidate tag

• Jobs

  • Get: Retrieve Job

  • Get: List Jobs

• Users

  • Get: Retrieve User

  • Get: List Users

• Education

  • Get: Get degrees

  • Get: Get disciplines

  • Get: Get schools

• Job Openings

  • Get: List Openings For a Job

• Close Reasons

  • Get: Get close reasons

Click Save at the bottom of the page when you're done.

For detailed information on how to configure API keys in Greenhouse, see their documentation here.

Accessing Integrations

Click your name at the bottom left of the SeekOut dashboard, then select Integrations.

Note: Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.com and ask to enable ATS integrations for your org.

On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page. Click the plus sign + at the top of the page to open the ATS list.

Connecting to Greenhouse

On the Integrations page, click + Add a Connection. Locate Greenhouse Harvest from the list of integrations and click the Connect button.

Note: If you have set up an integration previously, click the + next to the list of integrations at the top of the page to open the Add a Connection pop-up.

On the Capabilities tab, check the box next to Export. Check Export only as Prospects if you choose not to export candidates to specific jobs in your ATS.

If using Greenhouse Harvest, check Enable Pools to enable the ability to export to job pools.

Click Confirm Choices to continue to the next step.

Review the requirements on the Permissions tab and click I'm ready.

On the Credentials tab, paste your API key into the Harvest Key field.

Click Submit to save your credentials, then click Next. SeekOut will automatically attempt to verify your connection when you first set it up by exporting a test candidate as a prospect or to a job in the populated jobs list. Choose either Export as Prospect or select a job from the jobs list and click Verify. When the ‘All Good’ message appears, click Finish and ensure the test candidate has been successfully added to your ATS.

When successful, Greenhouse will appear at the top of your Integrations page with a green check mark.

Removing the Integration

On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.

Exporting from SeekOut to Greenhouse

You must use the exact same email for SeekOut and Greenhouse. Emails are case sensitive.

See the article How can I change the email address I use to sign into SeekOut? for help changing your SeekOut email to match your Greenhouse login email.

Recommended: Export from a project

To export all candidates in a project to Greenhouse, go to your SeekOut project, click the Export icon and choose Export All to Greenhouse. A confirmation pop-up will appear. Click Export to finish exporting your candidates.

Note Contact information such as email addresses and phone numbers will only appear in your export if you click Get Email for All and Get Phone for All before exporting.

Alternatively, you can export select candidates from SeekOut by clicking the box next to their profile, clicking the Export icon and then selecting Export X to Greenhouse. A confirmation pop-up will appear. Click Export to finish exporting your candidates.

Exporting with Greenhouse Harvest & Job Pools

When using Greenhouse Harvest with Enable Pools checked during setup, you have the option to export profiles from SeekOut in one of two ways.

• As a prospect to a prospect pool: Select Prospect and choose a prospect pool from the dropdown menu.

• As a candidate to a job posting: Select Candidate and choose a job from the dropdown menu.

Additional Notes

Duplicate Profiles

By default, SeekOut will not transmit profiles that have already been successfully exported. Candidates that have been exported will display a confirmation icon and the name of your ATS in their SeekOut profile.

To transmit a candidate who has previously been exported to your ATS, select Include previously exported candidates in the Export pop-up. This will create a new record in your ATS. Be mindful that doing this can create duplicate records of the same candidate in Greenhouse.

It can take up to four hours during peak times (8a-10p ET) for data to sync between Greenhouse and SeekOut.

What fields are sent from SeekOut to Greenhouse?

• First Name

• Last Name

• Email(s)

• Phone Number(s)

• Skill(s)

• Social Media

  • URL(s)

• Company

• Title

• Employment(s)

  • Company Name

  • Title

  • Start Date

  • End Date

• Education(s)

  • Discipline ID

  • Degree ID

  • Start Date

  • End Date

• Application

  • Job ID (only sent for candidate records)

  • Prospect, true (only sent for prospect records)

  • Source ID

  • Referrer

• Prospect Pool

  • Pool ID

What do dummy emails look like?

When you check the box "Generate dummy email addresses" before exporting to your ATS, then SeekOut will create email addresses and send them along with each candidate who doesn't already have an email associated with their SeekOut profile.

The email addresses generated by SeekOut will look similar to these examples:

• no-email--352233856@seekout.example.com

• no-email--828794187@seekout.example.com

• no-email-1047659244@seekout.example.com

Job Filtering

When setting up the integration, we will only show jobs labeled as Open.

• Under exported fields, we are missing

  • Tags

  • SeekOut-generated resume PDF (or however you want to phrase this)

Other Information

SeekOut integrates with many other HR systems. If you need help setting up an integration or need assistance troubleshooting, please contact support@seekout.com.