I use Beamery. What does the integration look like? How do I enable it?

Beamery has a lot of experience with systems integrations. Integrating Greenhouse with Beamery is easy and takes just a few minutes to enable full synchronization of contacts between both platforms.

A. Generate Partner API Key in Greenhouse

1. To set up the Beamery integration with Greenhouse, start in your Greenhouse account by selecting 'Configure' from the menu at the top of your screen.
2. On the 'Configure' page, select 'Dev Centre' from the menu and then click on 'API Credential Management'. This will take you to the Greenhouse API Credentials page. If you are already logged into your Greenhouse account, simply click on this hyperlink which will take you straight to the Greenhouse API integrations page.
3. On the API Credentials page, click the 'Create New API Key' button. The 'Create new credential' window will now appear.

4. Fill out the description field (for example, just enter 'Beamery'). For 'Type', select 'Partner'. Finally, select 'Beamery' as the Client Application (scroll down towards the end of the applications list to find Beamery). When finished, click 'Create'.

5. A Partner API key will now appear in your list within Greenhouse. This will be the first of three API Keys you will generate in Greenhouse to complete the integration with Beamery.

B. Copy API key from Greenhouse into Beamery

1. When you have created the Partner API key in Greenhouse, navigate to your Beamery account. Open the settings menu by clicking on your initials in the top right of the screen, and select 'Settings' from the mini dropdown menu.
2. On the settings menu, select 'Greenhouse' located under 'Data management'. This will take you to the Greenhouse integration page.

3. On the Greenhouse integration page, copy the Partner API key which you generated in Greenhouse. Paste the Partner API key onto the first line 'Export to Greenhouse - Ingestion API Key *'

4. Now that you have added the Partner API key into Beamery, the next step is to generate a Harvest API key in Greenhouse to copy and paste into Beamery.

C. Generate Harvest API Key in Greenhouse

1. The next step is to generate a Harvest API key in Greenhouse to copy into Beamery. Return to the Greenhouse API integrations page where you generated the Partner API key. If you are already logged into Greenhouse, simply click on this link to take you to  the Greenhouse API integrations page.

2. On the API Credentials page, click the 'Create New API Key' button. The 'Create new credential' window will now appear. Fill out the description field (e.g. 'Beamery'), and select 'Harvest' as 'Type'. Then click 'Create'.

3. Copy the 'Harvest' API key across from Greenhouse to Beamery. Paste the Harvest API key onto the second line 'Import to Beamery - Harvest API Key *'.

4. Now that you have added the Harvest API key into Beamery, the final step is to generate the Job Board API key in Greenhouse to copy and paste into Beamery.

D. Generate Job Board API key in Greenhouse
1. The final step is to generate the Job Board API key in Greenhouse to copy into Beamery. Return to the Greenhouse API integrations page where you generated the Harvest and Partner API keys. If you are already logged into Greenhouse, simply click on this link to take you to  the Greenhouse API integrations page.
2. On the API Credentials page, click the 'Create New API Key' button. The 'Create new credential' window will now appear. Fill out the description field (e.g. 'Beamery'), and select 'Job Board' as 'Type'. Then click 'Create'.

3. Copy the Job Board API key across from Greenhouse to Beamery. Paste the Harvest API key onto the third line 'Synchronize Jobs - Job Board API *'.

4. Now that you have added the final Job Board API key into Beamery, click on 'Save Credentials'.

E. Beamery Webhooks - Add to Greenhouse

1. Once your credentials are saved, Beamery will generate a Secret Token and an Endpoint URL for you to add to your account in Greenhouse. You will use these to copy into your Greenhouse account.

2. Return to your Greenhouse account and select 'Configure' from the menu at the top of your screen. On the 'Configure' page, select 'Dev Centre' from the menu and then click 'Web Hooks'. 
3. Now on the Web Hooks page, click the link 'Web Hooks' which will take you to the page 'Create A New Web Hook'. Alternatively, if you are already logged into Greenhouse, simply click on this link to take you to the  webhook configuration form.
4. You'll need to create five webhooks:
  • 'Candidate has been hired'
  • 'Candidate has changed stage'
  • 'Candidate has submitted application'
  • 'Candidate or Prospect rejected'
  • 'Candidate or Prospect updated'
5. Create a suitable name for each webhook (e.g. Prospect Created). Copy the Beamery Endpoint URL, and the Beamery Webhook Secret Key (generated in your Beamery account) into each webhook you create. 
6. To copy the Beamery Endpoint URL or Beamery Webhook Secret Key from your Beamery account, return to the 'Greenhouse' page in your Beamery account and click on the 'Copy to Clipboard' button next to the Secret Key and Endpoint URL.

6. For 'Error recipient email', simply enter an email address to receive notifications on any potential integration errors.

7. Ensure you select 'No' to the question 'Disabled?' to ensure the webhooks are enabled. 

8. When completed, click on the 'Create Web hook' button. Repeat this process to create the other Web Hooks to complete the integration with Beamery.

9. Once these steps have been completed, changes in any of your candidate data in Greenhouse will be reflected in Beamery, and any data changed in Beamery will be updated in Greenhouse.

E. Beamery Recipes - Create automated rule to add qualified contacts to Greenhouse

1. Now that your integration is set up, you have the option to create automated conditions to move qualified candidates you've engaged in Beamery to your account in Greenhouse for screening. This way, you can have all your contacts in Beamery, but only sync contacts that you want to move to the screen stage.

2. To create a recipe, click on your initials in the top right hand corner of the page. Select 'Settings' from the dropdown menu and select 'Recipes' from the settings menu.

3. Set up a recipe to automatically push candidates from Beamery into Greenhouse when they meet certain criteria. You can see an example recipe below whereby candidates that experience a status change to 'Screening', but were also added to Beamery through the Chrome Extension will automatically be added to Greenhouse as a prospect.

4. To learn more about recipes and how to create one,  click here.

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