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Integration with Tanda
Integration with Tanda

This article outlines how our integration with Tanda works for automatically creating successful candidates as staff members in Tanda.

Jascha avatar
Written by Jascha
Updated over 2 months ago

Enabling the integration

In order to enable the integration with Tanda, please reach out to us via Intercom. We enable the integration within one business day.

Pre-requisites

In order for the Tanda integration to work, a job in Mercu requires the following set-up:

  1. A 'Mapped Response' question (type: Email)

  2. An 'Offer' stage

The 'Mapped Response' question (type: Email) collects the candidate's email. This is a requirement for the candidate to get created as an staff member in Tanda.

The 'Offer' stage is the stage that triggers the integration with Tanda once the candidate completes the associated campaign.

Integration flow

Once enabled, the integration with Tanda is live across all jobs and gets triggered whenever a candidate completes the job's Offer stage.

We create successful candidates on Tanda as staff members in the 'Staff' tab. You can choose between two ways of creating candidates as staff members in Tanda:

1) Invite for onboarding

'Invite for onboarding' creates the candidate as a staff member in Tanda and Tanda automatically sends them an invite notification to start their onboarding.

We recommend using 'invite for onboarding' as the default integration mode.

1) Simple create

'Simple create' creates the candidate as a staff member in Tanda. Tanda doesn't send an invite notification to the staff member to start their onboarding. Instead, you need to trigger this manually from the Tanda UI.

We recommend using 'simple create' when you want to add an additional review layer between a candidate completing their offer stage on Mercu and starting their onboarding on Tanda.

Generating an Access Token

As part of setting up the integration, we will ask you to generate an 'Access Token' on Tanda. To do this, please follow these steps:

  1. Ensure that you have admin access for your Tanda account

  2. Go to https://my.tanda.co/api/oauth/access_tokens

  3. Click on 'New Token' in the top right corner

  4. Label the token (e.g. Mercu)

  5. Scroll down and select 'Manage information about your employees (without wages)' in the user section (see below screenshot)

  6. Save

  7. Copy the 'Access Token' (you will only be able to view it once)

  8. Share it with us (we'll reach out for it)

Troubleshooting the Tanda Integration

If you set up everything but candidates are not being created as staff members in Tanda, please check the following:

  1. Did we enable the Tanda integration for your account? You can reach out to us via Intercom to check on this.

  2. Did you add a 'Mapped Response' question (type: Email) to the 'Offer' stage campaign? If not, we cannot create candidates as staff members in Tanda.

  3. Did you add a 'Offer' stage to your job's workflow on Mercu? We only trigger the integration with Tanda when a candidate completes the 'Offer' stage.

  4. Did the candidate complete the 'Offer' stage? We only trigger the integration with Tanda when a candidate completes the 'Offer' stage.

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