Lever Integration

A step-by-step guide to integrating Metaview with your Lever ATS.

Shahriar Tajbakhsh avatar
Written by Shahriar Tajbakhsh
Updated over a week ago

Metaview integrates seamlessly with Lever. This makes it possible for Metaview to

automatically capture scheduled interviews in Lever so we can provide AI-generated

summaries.

To set up a Lever integration, you will need to be a Super Admin of your company's Lever account. The process for completing your integration depends on whether you would like to authenticate with an API key, or with OAuth.

Using an API key

You need to:

  1. Generate a new Lever API key

  2. Share the newly generated key with Metaview

1. Settings > Integrations > API Credentials

Go to the API Credentials tab of Lever's integrations settings page. You can do this by either using this link, or by following the steps in the GIF below.

2. Generate New Key

Once in the API Credentials tab of Lever's integrations settings page, under the "Lever API credentials" section, click the "Generate New Key" button.

Note: The "Lever API credentials" section is different to the "Postings API credentials" section.

3. Configure New Key

First, give the integration the name "Metaview". Then, copy the API key (string of characters) by clicking to the "Copy" button. The API key will no longer be visible after you've finished the configuration; so, be sure to copy it as you'd need to share it with Metaview shortly.

Finally, under the "Permissions" section, click on "Select all read" and "Select all opportunity". Additionally, under the "Write endpoints" subsection, make sure to check "create feedback template", "update feedback template", "create form template", "update form template", "create opportunity feedback", "create opportunity form" and "create opportunity note".

These permissions will ensure Metaview can access all the data it needs for enrichment. Once you're sure you've copied the API key, press "Done" to apply the configurations.

4. Share Lever API Key with Metaview

Copy the API key, then navigate to https://my.metaview.app/settings/lever. If you haven't previously signed in to Metaview you will be prompted to do so. Enter the API key into the corresponding field.

After saving your changes, the integration process will start. This can take up to 48 hours to complete, and you will be emailed once the integration is successful.

Using OAuth

You don't need to do this if you've already completed the "Using an API key" steps above.

1. Navigate to Lever settings in Metaview

Navigate to https://my.metaview.app/settings/lever. Twitch the toggle to select authentication with OAuth.

2. Select "Authenticate with Lever", and approve the integration

You will be taken to Lever. After signing in, you will be presented with an authorization confirmation question. Click "Accept" to continue and approve the integration.

3. You will be redirected to Metaview

After approving the integration, you will be taken back to Metaview, where the Lever integration will show as "In progress". It can take up to 48 hours for the integration to complete, and you will be emailed once the integration is successful.

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