Greenhouse

Connecting your Greenhouse account allows you to automate moving your contacts and leads straight into your Greenhouse account and your pipeline.

Connect Your Greenhouse Integration to Seamless

To connect Greenhouse to Seamless, navigate to your CRM Settings or Integrations page from your Seamless settings.

From there, locate the Greenhouse integration and click the icon. You will be prompted to log in to your Greenhouse account and authorize the connection.

Once connected, you will see a Connected status/icon confirming that Greenhouse is successfully integrated with Seamless.

Greenhouse Settings and Mappings

1. Navigate to your CRM Setup page under your Account Icon (your initials) and select the CRM Setup page.
2. Following the available options, simply complete your universal settings based on you or your company's preference and you will be ready to start importing directly into Greenhouse.
3. Ensure you set up all mappings to confirm that all fields you want to send over to Greenhouse from Seamless are mapped to the proper fields.
   Please note: Our direct integration with Greenhouse comes with pre-set field mapping options.
4. You can set up each field to be applied to your entire organization, or lock that setting for your entire organization. You can also set each mapping to select if the data will override in your ATS. To set these fields, simply use the Allow User Edit fields (In Universal Settings + Importing Mappings) as well as Override (In Importing Mappings) as desired.

CRM Import Mapping Fields

Contacts are imported from Seamless to Greenhouse as a Prospect.

Seamless Field: These fields contain data from Seamless that you've discovered and researched. You can map over 100+ fields from Seamless to your CRM. Initially, Seamless sets up a core set of common fields across CRM users, but you can customize additional mapping fields to suit your CRM needs.

Greenhouse Field: These fields mirror the ones in your Greenhouse account. Seamless regularly polls them to stay current. Just choose the Seamless field on the left, pick the corresponding CRM field on the right, and establish a connection. During import, data from the Seamless field will map to the CRM field and be transferred to your ATS.

Managing Import Mappings

Overwrite:

• If Yes, Seamless will overwrite any existing information in your CRM for this field with the new value from Seamless.
• If No, Seamless will only append/add any information that does not yet exist in the selected CRM field.

Allow User Edit: Allow your Users to edit the specific setting or not depending on if the checkbox is engaged.
Note: This is a permission that can be modified by account owners or admins.

• Checkbox on: User will have the ability to edit these settings but the Admin's settings will be utilized as the default setting unless otherwise changed by the user.  
• Checkbox off: The fields will not be accessible to your users but are visible in a read only state to allow the user to see how the current setup functions

Edit CRM Mapping: To edit, click the 2 dots on the right side of the row.

• Set a Default Value: If Seamless data does not exist for that field, is there a value you want filled in its place
• Delete Mapping: If mapping is no longer needed.

Additionally, Seamless provides the ability to Add New Mapping, Add Custom Mapping, and Set Custom Data Rules.
Check out this article to learn more: Customizing CRM Import Mappings

Universal Settings

When integrating your Greenhouse ATS with Seamless, you have the ability to customize the settings.

Owner: Enable users to specify the location and source for imported contacts. Customize these based on existing CRM information, and Seamless will retrieve dropdown options by polling your CRM.

Set Total AI Threshold/Limit on Contact Imports: Use this setting to establish a minimum Total AI threshold for importing contacts. Specifically, it applies to the Total AI score of the Primary Business Email. For example, if the Total AI Slider is set to 80, the Primary Business Email must have a Total AI score of 80% or higher to successfully import on the first attempt.

Automatically import to Greenhouse: Enable this option to automatically import contacts into your ATS when clicking the FIND button in Seamless. By turning this on, you skip the step of manually selecting contacts in My Contacts before importing them into your ATS.

Allow contacts/leads to import without a validated email: When set to Yes, Seamless permits users to import contacts even without a validated email. A validated email includes a Valid or Accept All response from Seamless's validation during the AI research process.

Allow Users to Create New / Custom Mappings: Allows users, that are not admin, to create new mappings that will only affect their account.

Advanced Settings

Default Greenhouse Job(s): Select a default job posting that you want your prospects listed with when you import.

Prospect Pool: Select the Prospect Pool to add your prospects to. It is important to note that in order to set a prospect pool, you must select a job or lists of jobs.

Source: Select a default data source for your prospects when importing

Fill Blank Contact Phone with Company Phone: When set to Yes, Seamless will add the company phone number to the contact phone field if the company phone has a number and the contact phone is blank. This setting is useful when you want to ensure data is present in both contact and company phones during import, especially if there's field validation in your CRM.

Fill Blank Contact Location with Company Location: When set to Yes, Seamless will populate the contact location fields with the company location if the company has a location and the contact location is blank. This setting is ideal for ensuring data presence in both contact and company locations upon import, especially if there's field validation in your CRM.

You will need certain permissions within your Greenhouse ATS environment in order to connect properly with Seamless, Harvest API key is a requirement of this connection.

Harvest API key permissions are as follows:

Applications

• Get: Retrieve Application
• Get: List Applications
• Patch: Update Application
• Post: Moves Application to Job

Candidates

• Get: Retrieve Candidate
• Get: List Candidates
• Patch: Edit Candidate
• Post: Add Candidate
• Post: Add Application
• Post: Add Education (maybe)
• Post: Add Prospect

Tags

• Get: List Candidate Tags
• Get: List tags applied to candidate
• Post: Add New Candidate Tags
• Put: Add a candidate tag

Users

• Get: Retrieve User
• Get: List Users

Departments

• Get: Retrieve Department
• Get: List DepartmentsJobs
• Get: Retrieve Job
• Get: List

Jobs

• Get: Get hiring team

Offices

• Get: Retrieve Office
• Get: List Offices

Sources

• Get: List Sources

Education

• Get: Get degrees
• Get: Get disciplines
• Get: Get schools

Important Side Note: The above items marked with an Asterisk () may or may not be required to ensure full connectivity but all permissions here would be required in order to support any future updates or enhancements.