Before You Start
Make sure the following requirements are met before setting up the integration:
Your Pinpoint user account must have Administrator permissions within your company’s instance. You will need to gather your API key, know your subdomain, and have access to create custom fields and tags.
If you don’t see Settings listed on the left-hand sidebar after signing in, it means you’re not in the Administrator access group. Contact someone who is an Administrator and ask them either to add you to that group or to complete the setup for you.
1. Create Your API Key
Sign in to your Pinpoint account.
Open the sidebar on the left and go to Settings → Integrations.
3. Under the Apps tab, find the tile labeled Pinpoint API and select Add.
4. In the setup window, switch the status from Disabled to Enabled, then choose Create New.
5. Enter a descriptive name in the API Key Name field.
You'll need to set your permissions next. Set the following scopes:
Job - read
Application - read and write
Comment - write
Custom attributes - delete, read and write
Custom attributes - delete, read and write
Also, be sure to give your API key a name.
6. Scroll to the bottom of the page and select Create API Key.
7. Once the key appears, use the Copy icon to copy it to your clipboard.
Step 2: Initiate CLARA Connection & Add Your API Key
Log in to your CLARA Admin account at app.getclara.io.
2. Go to Settings > Integrations > Add New Integration.
3. Select “Pinpoint” from the dropdown list.
4. This screen will pop up. Click to continue.
5. Enter your subdomain. If you need help, there is a link at the bottom of the module with more info.
6. Paste your API key into the provided field.
7. Once it’s in, click “Set Up Integration.”
8. Great! Your integration is now live.
Let’s take a look at your settings next.
Step 3: Webhook Configuration Settings - Custom Fields
Click into “View Integration” anytime to access your integration settings with Pinpoint. First, let’s set up your Custom Fields as part of your webhook configuration.
2. Follow the instructions as written to create each new custom field. Setting the Custom Fields in Pinpoint allows CLARA to send data back to candidate pages in Pinpoint.
Step 4: Webhook Configuration Settings - Setting Up Tags
Next, we'll create tags. To do so, you will need to first add a New Tag Category, then add the tags.
Sign in to the Pinpoint portal
Scroll down to "Settings" in the left sidebar.
Go to "Tag Management."
4. Click "New Tag Category" on the top right-hand side of the screen.
5. Create a new tag category called "CLARA" and select a color of your choice.
6. Click "Save."
7. In the newly created "CLARA" box, click "+ Add Tag" and add the following tags individually. Click save after adding each one.
- CLARA: Pre_Qualified.
- CLARA: Qualified.
- CLARA: Not_Qualified.
Now CLARA tag filters will be available on the Candidates Page under the CLARA section.
Congratulations! You are ready to import jobs!
If you ever want to adjust any settings, return to the integrations page.
You can adjust when the follow up questions are sent or if previously rejected or archived candidates are processed. You can also disconnect the integration.
More Information