Greenhouse Configuration
Screenloop supports Greenhouse as an ATS provider. Once set up and enabled, the users within your organisation will be able to automatically synchronise job positions, candidates, interview information and more!
Requirements
This guide assumes that you:
Have a Greenhouse user account
Have the ability to create a new user in Greenhouse and the ability to generate API Credentials
Your account needs to have the developer's permission to Manage ALL organization’s API Credentials in order to create a user capable of integrating Screenloop with Greenhouse.
If you are unsure or don't have permission, first you need to contact a Greenhouse user in your organisation with Site Admin level permissions to ensure that either you or they are capable of following the steps described in this article.
A Greenhouse Site Admin can check your permissions by navigating to the Configure
> Users > Your Name.
They might require the additional user-specific permission of Edit another user's advanced permissions to apply the API credential management permission to your account.
Top Tip: If you don’t see the Dev Center option on the left hand side then you need to request developers permission.
Install Greenhouse on Screenloop
To perform these steps, you need to have site administrator permissions.
Sign in to the Screenloop web portal.
In the left panel click on Settings and then Integrations
Click on the Connect button on the Greenhouse integration
You will land on this page (below).
To fill out the information required we move to ‘Setup Greenhouse and Screenloop’ below.
At any point, if something goes wrong or you aren’t seeing these pages, reach out to Screenloop support or directly at support@screenloop.com
Setup Greenhouse and Screenloop
1. Create a Screenloop user on Greenhouse
To create a Screenloop user on Greenhouse, go to the Greenhouse home page and navigate to Configure (
) > Users. While on the Users page, look for a button + New Users and click.
Type in <your-company-name>@greenhouse.screenloop.com into the Enter user emails and assign Site Admin on the permissions. You can uncheck Send invitation email and no need to add interviewer tags. Click Save.
2. Retrieve the user ID from the Screenloop user on Greenhouse
The first field you’ll need to complete on the Screenloop integration screen is the Site Admin user ID.
To identify the user ID you can navigate to Configure (
) > Users > Screenloop User. If you have difficulties finding it, try typing the email <your-company-name>@greenhouse.screenloop.com in the Filter Users search bar and click on that user.
You can find the user ID on the URL itself:
3. Retrieve the Instance URL from your Screenloop user on Greenhouse
The next field you need to do is the Screenloop integration screen is the Instance URL.
While on any Greenhouse page, look at the Location bar and copy and paste the host URL and input it into the Instance URL input box in the Greenhouse Integration page on Screenloop.
4. Retrieve an API key for Screenloop to use
The API key is used by Screenloop to automatically retrieve information from Greenhouse and it's called the Harvest API key.
The Harvest API was designed to allow Greenhouse customers to export their data from Greenhouse. However, we use it to push candidate information to Screenloop.
To create this key you can navigate to Configure (
) > Dev Center > API Credential Management.
On that page, click Create New API Key to generate the API key for Screenloop.
Make sure to select the API Type as Harvest:
Top Tip: Make sure to save the API Key somewhere safe, you are going to need it soon.
When you go to the Manage API Key Permissions page,
Ensure you click Select ALL permissions.
When finished, click Save.
Finally, input the key into the Screenloop Integration page under API Token.
5. Click on Submit button
After making sure all the fields are completed successfully. Click on Submit.
Upon successful configuration, you'll see the following result.
6. Copy Interview Webhook URL from Screenloop
After submitting the data for the integration, you’ll be redirected to the Integrations page. Click on the View button:
And then, please copy the value on the Interview Webhook field:
7. Include Interview Webhook URL on Greenhouse
Go to the Webhooks settings configuration on Greenhouse and enable the following webhook:
Interview Deleted
Add the Interview Webhook URL copied from Screenloop to the Endpoint URL field:
The Webhook Secret Key and the Endpoint URL (designated as Interview Webhook on Screenloop) can both be obtained from the "View Greenhouse" option on the Integrations tab, available under Settings.
8. Conclusion
After going through the above setup new, rescheduled and cancelled interviews will immediately sync with Screenloop and will later be available for review.
To get the most out of Screenloop, platform users should install the Screenloop Chrome Extension here.
Additional Support
You can reach the Screenloop team via email at support@screenloop.com