🤝 Crelate | Export

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

This article covers how to set up your integration, as well as how to export candidate info from SeekOut to Crelate.

Setting up the Crelate Integration

Before You Begin

The user who initially sets up the integration will be listed in Crelate as the owner of any candidates exported from SeekOut. See the section Limitations at the bottom of this article for more info.

The user who sets up the integration must use the same email address for their SeekOut account and their Crelate account.

Obtain your API Key

Login to Crelate and click the menu button at the top left, then select Manage Your Profile & Preferences.

Click API Access, then toggle Enable API Access to On. A key will automatically be generated for you.

Copy your API Key; you will be entering this in SeekOut.

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 Crelate

On the Integrations page, click + Add a Connection. Locate Crelate 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. Click Confirm Choices to continue to the next step.

On the Credentials tab, enter your API Key from Crelate, and select Production in the Environment dropdown.

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, Crelate 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 Crelate

SeekOut will prevent duplicate records by not transmitting profiles that have already been successfully exported. Profiles that have been exported will contain a confirmation icon and the ATS system name. Example: ATS: Crelate.

Optionally, select Include previously exported candidates if you're exporting the same candidates to your ATS again. Click the Export button to export candidates to Crelate. If successful, you will see an export confirmation icon on the profile.

Recommended: Export from a Project

To export all candidates in a project to Crelate, go to your SeekOut project, click the Export icon and choose Export All to Crelate.

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 Export and then selecting Export to Crelate. With both methods, clicking Export to Crelate will cause a pop-up window will appear.

If your ATS does not support candidate profiles without email addresses, check the box Generate dummy email addresses for candidates. Click the Export button to export candidates to Crelate. If successful, you will see a confirmation pop-up message that says "Export Complete."

Limitations

Due to how Crelate's API functions, the user who initially sets up the integration will be listed in Crelate as the owner of any candidates exported from SeekOut.

SeekOut recommends creating an email address specifically for the integration (e.g. SeekOutExport@yourcompany.com). Use this email for Crelate and SeekOut when setting up the integration. With this method, candidates exported will be listed in Crelate as belonging to 'SeekOutExport' instead of an individual recruiter.

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.

Check the box Include previously exported candidate(s) if you're exporting the same candidates to your ATS again.

NOTE: Crelate does support duplicate check functionality. If a customer successfully exports the same candidate twice, their profile will be updated in Crelate with additional job applications and/or contact info.

What fields are sent from SeekOut to Crelate?

• Candidate

  • Name

  • LinkedIn URL

  • Email(s)

  • Address

  • Phone Number(s)

  • Resume

  • Tag(s)

• Education

  • School

  • Start/End Dates

  • Degree(s)

• Experience

  • Current Company

  • Current Title

  • Current Position Start/End Dates

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

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.