🤝 Loxo | Export

SeekOut integrates with Loxo, allowing you to export candidate data from SeekOut and turn them into Loxo candidate profiles complete with contact information and work/education history. 

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

Setting up the Loxo Integration

Before You Begin

You will need to enter three things from Loxo into SeekOut: an agency key, a username, and a password. These are all provided by Loxo support. You can ask support “Can I get my agency key, username, and password for REST-based integrations?”

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 Loxo

On the Integrations page, click + Add a Connection. Locate Loxo 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 Loxo email address and password.

Click Submit to save your credentials, then click Next.

On the Verify tab, click Authenticate. This will take you to your Loxo login page. After logging in, you'll be redirected back to SeekOut's integration page. Choose either Export as Prospect or select a job from the jobs list and click Verify. SeekOut will send a test candidate to the job you selected. When the ‘All Good’ message appears, click Finish and ensure the test candidate has been successfully added to your ATS.

When successful, Loxo 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.

Authentication

IQTalent uses OAuth and requires you to authenticate your connection before exporting for the first time.

Authenticate while on a Search page

While searching for candidates, click More at the top right of the candidate list. Click Authenticate with IQTalent and login to your IQTalent account. Authentication will automatically happen after you login.

Authenticate from within a Project

While in a SeekOut project and click Export at the top right of your candidates. Click Authenticate with IQTalent and login to your IQTalent account. Authentication will automatically happen after you login.

Exporting from SeekOut to Loxo

Note In order to export jobs and resumes, Loxo requires that each candidate have an email address and a phone number. Use the Get Email for All and Get Phone for All functions to get contact information before exporting.

If you export to Loxo without getting an email address & phone number, then the candidate's education and experience will still be exported but not jobs or resumes.

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

Alternatively, you can export select candidates from SeekOut by clicking the box next to their profile, clicking Export and then selecting Export X to Loxo. With both methods, clicking Export to Loxo will cause a pop-up window will appear.

Click the Export button to export candidates to Loxo. If successful, you will see a confirmation pop-up message that says "Export Complete."

Viewing Exported Candidates in Loxo

All education, experience, and sourcer information is stored in the INTAKE column in the top right corner of the candidate’s page.

Additional Notes

What fields are sent from SeekOut to Loxo?

• Candidate

  • Name

  • Address

  • Description

  • LinkedIn URL

  • Email(s)

  • Phone Number(s)

  • Resume

  • Sourcer

  Experience

  • Company

  • Title

  • Start/End Date

  Education

  • School

  • Degree

Duplicate Profiles

By default, SeekOut will not transmit profiles that have already been successfully exported to prevent duplicate records in your ATS. 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. If Loxo detects the candidate is already in your ATS, the candidate will be updated with new jobs and contact info that the candidate/prospect is assigned to.

Job Filtering

End users will only see jobs with a status of ‘Active’ in Loxo

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.