Greenhouse Recruiting’s integration with Circular allows you to receive our curated candidates directly in your Greenhouse account allowing them to more seamlessly connect with your existing workflow. In this article, we will cover how to:
- Schedule a demo and connect your Greenhouse account
- Configure User Setup Permissions in Greenhouse (so you can generate a new Harvest API Key and configure the Webhooks)
- Create a Harvest API Key for the Greenhouse/Circular Integration to allow Circular update our candidates' indo
- Retrieve Circular's Endpoint URL and Secret Key (Webhooks) to let us know when something changes in our candidates' status
Schedule a demo and connect your Greenhouse account
In order to start the vinculation between your Greenhouse account and Circular, you should navigate to Account Settings (⚙️) inside your user menu and navigate to ATS integration.
Select greenhouse and click on schedule a demo. Our ATS team will immediately answer your request and contact you.
There're only 3 more steps you should do to complete the integration (they'll all take you less than 10 minutes):
- Connect your Circular account
- Provide us a Harvest API Key
- Provide us 5 Webhooks
Our ATS team will help you get all this info, but if you want to start filling it meanwhile, keep reading this article and get to know how!👇
NOTE: You can also schedule a demo from the greenhouse partners list.
1. Open the ⦁⦁⦁ menu in the upper center and click on Integrations
2. Navigate to Candidate sourcing tools and search for Circular. Click on request a demo and our onboarding team will contact you immediately.
Connect your Greenhouse account
Once you have selected Greenhouse inside the ATS, navigate to Account and click on Connect Account.
A new page will open and you'll just have to provide us your Greenhouse email account. Type in your email and click on Connect Account.
Your Greenhouse account is now connected 👍🏽
Configure User Setup Permissions in Greenhouse Recruiting
In order to provide the Harvest API Key and to configure the Webhooks we need to enable the Greenhouse/Circular integration, you will need the developer permission Can manage ALL organization’s API Credentials and Can manage and configure web hooks.
Contact a Greenhouse user in your organization with Site Admin level permissions with the additional user-specific permission Can edit another user's advanced permissions to apply the needed permission to your account. Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure (⚙️) > Users > Your Name
The user with Site Admin level permissions should navigate to the Permissions panel on your user page and expand the Developer Permissions dropdown menu.
Select Can manage ALL organization’s API Credentials and Can manage and configure web hooks so that a check is in the checkboxes. When finished, click Save.
Create a Harvest API Key for the Greenhouse/Circular Integration
To create a Harvest API key for the integration, click on the Configure (⚙️) in the upper right-hand corner. Navigate to Dev Center on the left-hand panel.
From the Dev Center page, click API Credential Management.
From the API Credential Management page, click Create New API Key to generate the API key for Circular.
From the Create new credential dialog box, give your API key a name and select Harvest from the Type dropdown menu. When finished, click Create.
On the Manage API Key Permissions page, select applications, Candidates, Job Posts, Job Stages, Jobs, Sources, User Roles and Users.
When finished, click Update.
Your Harvest API key for the Greenhouse/Circular integration is created and configured 👍🏽 (You can now add it to the Circular ATS Integration form)
Retrieve Circular's Endpoint URL and Secret Key (Webhooks)
Before enabling the Greenhouse/Circular integration, Greenhouse Recruiting will need two pieces of information:
- Circular’s Endpoint URL
- Circular’s Secret Key
To retrieve this information, navigate to Account Settings > ATS integration > Greenhouse inside Circular, and click on Connect Webhooks. Copy down the Name, Endpoint URL, Secret Key, and error recipient name of each Webhooks.
Open the Greenhouse webhook configuration form. You'll need to create five webhooks:
- Job Post created
- Candidate or Prospect rejected
- Candidate or Prospect unrejected
- Candidate has been hired
- Candidate has changed state
For each of these Webhooks paste from Circular the Webhook name, the Endpoint URL, the Secret Key and the error recipient email that you just have copied. Ensure the webhooks are enabled and the disabled question is set as no.
Your Greenhouse Webhooks are now set up 👍🏽
You have already completed all the info and enabled the Webhooks. Now you just have to wait for our ATS team to contact you and synchronize your Greenhouse opportunities to Circular to start receiving our candidates directly in to your pipeline!
At this point, you may wonder: what about GDPR?
Circular acts as data processor. Circular won't access, save or disclose any candidate data not provided by Circular. Once the integration is achieved we'll only read and write our candidates 🔒
You can also send us your questions and we'll get back to you right away.