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Connecting Greenhouse & Juro
Connecting Greenhouse & Juro

Integrate Juro with Greenhouse to make your hiring processes easier and more efficient

Sharen Gill avatar
Written by Sharen Gill
Updated over 3 months ago

Contents ๐Ÿš€



Introduction ๐Ÿ‘‹


Signing a new hire is a great milestone in your company's journey.
โ€‹

process faster, smarter and more human. With Juro's Greenhouse integration, you can make this process faster, smarter and more human.

Simply follow the below steps to get started!

๐Ÿ’ก NOTE: Multiple workspaces can be connected to one Greenhouse environment. The API Key stays the same for all workspace, so you just need to create new webhooks for each workspace (See Step 3 below).


What Greenhouse permissions do you need? ๐Ÿ”


To enable the Juro integration in Greenhouse, users must have the following developer permissions [Here is more on developer permissions: Developer permissions]:

  • Can manage ALL organizationโ€™s API Credentials
    โ€‹

  • Can manage and configure webhooks

To map Greenhouse Recruiting Fields to Juro from the GH side, users must be a Site Admin or a Job Admin with the User-Specific permission of "who can manage custom fields". [Here is more information on User-specific permissions for Job Admins]

If a contract is created when a candidate is marked as hired, a user must be able to manage offers and mark candidates as hired. They need to be either:

  • a Site Admin with User-Specific Permission of "Can see private notes, salary info, manage offers, and approve jobs/offers", or,
    โ€‹

  • a Job Admin with a level that includes the permission stripe of "Can view and edit offers and approve/request approval on offers" and "advance candidates/prospects"

Here is more information on the permissions listed above:


Step 1๏ธโƒฃ Configuring Greenhouse permissions ๐Ÿ


1. Open the Configure menu in Greenhouse: this is visible in the top-right-hand corner of your Greenhouse homepage.

2. Open the Dev Centre in the left sidebar menu.

3. Open API Credential Management, go to API Credentials and click Create New API Key

4. Select Type Harvest. Within Partner, select Juro.

Then, in the Manage API Key Permissions section, confirm that the following permissions have been selected:

Applications

  • GET: Retrieve Application

  • POST: Add Attachment to Application

Candidates

  • GET: Retrieve Candidate

Custom Field Options

  • GET: Custom field options

Custom Fields

  • GET: Get custom fields

Jobs

  • GET: Retrieve Job

Offers

  • GET: Retrieve Offer

  • PATCH: Update Application's Current Offer

Users

  • GET: Retrieve User

  • GET: List Users

When you've finished setting these criteria, Click Update.


Step 2๏ธโƒฃ : Connecting Greenhouse ๐Ÿ and Juro ๐Ÿš€


Now it's time to configure the settings of your Juro workspace. You will need Org Admin permissions to complete this step.

1. Go to your Settings, select Integrations and click on the Greenhouse tab:
โ€‹

๐Ÿ’ก NOTE: if this says Get in Touch, please contact Juro's Support Team using the Intercom button in the right-hand corner of this page to enable the integration.

2. Paste your Greenhouse API key into the GREENHOUSE HARVEST API field in Juro.

3. Fill in a Secret Key: this is any password of your choosing.

๐Ÿ’ก NB: please store this Secret Key in a password manager as it will be needed later in Greenhouse and must be an exact match. We are unable to recover this password if it is lost.

4. Click Connect and copy the link from the WEBHOOK URL field to your clipboard
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Step 3๏ธโƒฃ Creating a Greenhouse event to trigger contract creation ๐Ÿš€


1. Go to Webhooks to the Greenhouse Dev Center and create a WebHook that Juro will use to trigger contract creation and click Create WebHook.

  • Name the WebHook

  • In the When field, choose the event that will trigger Juro contract creation, e.g. "When "an offer is created". There are several events available including when an offer is approved or a candidate is marked as hired.

  • Paste in the WebHook URL that was generated in Juro

  • Fill in your Secret Key from Juro: this must be an exact match

  • Add a contact email to receive error notifications

  • Ensure that the radio button Deactivated? is set to No

Now it's time to configure your Juro custom fields and map your Juro smartfields to your Greenhouse fields.


Step 4๏ธโƒฃ Configuring Juro custom fields in Greenhouse ๐Ÿ—๏ธ


To configure custom fields in Greenhouse that will aid template selection and pass through the contract URL and contract status:

1. Back in the Configure menu of Greenhouse, select Custom Options and then Offers.

2. Create a field dropdown for template selection. To do this:

  • Click Add field

  • Enter Juro Template Name (these exact three words) as the field name (this is not case-sensitive and can be: 'Juro Template Name', 'Juro template name', or 'JURO TEMPLATE NAME')

  • In the Type field, select Single select

  • In the Options field, add the template names from Juro. Make sure to insert each template name on a new line and that they are a character-for-character match to the name of the template in Juro, including capitalisations and spacing. The Templates don't need to appear in the same order as they do on Juro.

  • Click Save.

3. Create a field that will pass through the Juro contract status. To do this:

  • Click Add field

  • Enter Juro Status into the Name field (this is not case-sensitive and can be: 'Juro Status', 'Juro status', or 'JURO STATUS')

  • In the Type field, select Short text box

  • Click Save

4. Create a field that will pass the Juro contract URL. To do this:

  • Click Add field

  • Enter Juro Contract Link into Field name (this is not case-sensitive and can be: Juro Contract Link, Juro contract link, or JURO CONTRACT LINK)

  • In the Type field, select URL

  • Click Save.

5. (Optional) A draft link can be used to preview the document and is accessible by users even if they don't have a Juro profile. To create a field that will pass through the Juro draft link:

  • Click Add field

  • Enter Juro Draft Link into โ€œFieldโ€ (this is not case-sensitive and can be: Juro Draft Link, Juro draft link, or JURO DRAFT LINK)

  • In the Type field, select URL

  • Click Save.

You have now set up all the custom fields! This will allow Juro to pass data through into Greenhouse.


Step 5๏ธโƒฃ Mapping Juro smartfields to Greenhouse fields ๐Ÿ—บ๏ธ


To map Greenhouse fields to your Juro smartfields:

1. Open the template in Juro and, if published, click Unpublish.

2. In the Actions bar, open the Smartfields tab

3. Click the 3 dots to the right of SYSTEM SMARTFIELDS

๐Ÿ’ก NOTE: These 3 dots will only show for members that self-serve mapping has been requested/enabled for. (This access is not granted by default, so whenever you'd like to request access for additional members, please contact your Juro Customer Success Manager).

4. Select the relevant Greenhouse field from the dropdown menu to map each Juro smartfield. Once you're finished click Save and republish your template.

The integration and mapping are complete! If you have any issues accessing fields within the dropdown, please cross-check the API permissions.


What happens now? ๐Ÿง


Now that you've configured the integration and mapped fields to Juro templates, a new contract will be automatically created in Juro from the selected template when the relevant event is selected on your Greenhouse webhook.

Once the contract has been fully signed, it will be uploaded to the relevant Greenhouse candidate's page.
โ€‹
If you face any issues, our dedicated Greenhouse troubleshooting article looks at how to resolve some of the most common errors you may encounter when using Greenhouse with Juro.

๐Ÿ’โ€โ™€๏ธ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.

Alternatively, you can email your query to support@juro.com ๐Ÿš€

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