Integrating Lever ATS

Table of Contents

Overview

What Does the Integration Do?

Candidate Stages in Lever vs Findem

Setup Instructions

Field Mapping

Candidate Volume

Caveats/Limitations

Integration Overview

Connecting your Lever ATS with Findem allows you to access candidate information, boost collaboration and view all applicant data in both Findem and Lever without having to switch between platforms.

Findem’s integration with Lever ATS is a bi-directional sync between both platforms, meaning recruiters can accelerate their workflows. With this integration, you can:

• Save time and worry knowing that up to-date candidate information is displayed in both Findem and Lever
• Automatically create or update a candidate profile within Lever when a candidate responds to an email message

Note:

To help expedite your implementation, Findem requires that a login to your ATS environment be created for our usage. This login will be used to test the flow of information between the ATS and Findem, and by providing it directly to Findem, our engineers and technical staff can validate functions without needing your team to be present. Once the technical implementation is over, you can remove the Findem access from your account.

When you are introduced to your Findem project team, Findem will relay the name and email address of the project team member who will need said login.

In the event your ATS integration will include a sandbox and a production environment, we would request the login be created for both environments.

What Does the Integration Do?

Candidate Export 

Findem integrates with your ATS allowing you to export candidate data directly to your ATS profiles. Candidates profiles can be exported independently or combined with an application directly to a job requisition. 

Application Review and Disposition

Findem allows recruiters to discover, score and prioritize applicants for any open role. Efficiently review candidate profiles and advance applications with just a few clicks. 

Note:

To change your rejection email template, contact your Findem Customer Success Manager.

 

Candidate Rediscovery

Your ATS Data is mirrored in Findem and enriches a candidate’s profile with their ATS history. Candidate statuses, stages, rejection reasons and more are recorded so you have a full picture of your company’s engagement. Search and filter to find past applicants that are qualified for open roles. 

Candidate Refresh

Findem keeps candidate profiles in your ATS up to date while also de-duplicating candidates when searching via Findem. 

Candidate Stages in Lever vs Findem

When a candidate is exported to the Lever ATS from Findem, they are assigned a specific stage. Each candidate will automatically move through different stages in Lever based on their status on Findem.

The Lever API integration changes the stages assigned to newly exported candidates. Check the table below to see how each status in Findem corresponds to a stage in Lever.  

Stage on Findem	Status of Lever
Manual export	Reached out
Candidate gets assigned to a campaign	Reached out
Candidate replies to the campaign	Reached out

 

Setup Instructions

1. Create an API Key in Lever
2. Select Appropriate API Permissions in Lever
3. Connect the Integration from Within Findem

Create an API Key in Lever

1. As the Lever SuperAdmin user, from your Lever account, head to the API Credentials Page.
2. Click Generate New API Key.
3. Add a recognizable name in the Key name field.
4. Copy the API key and paste it somewhere safe that you have easy access to. This is the only time that this API key will be accessible. If you lose the key, you'll need to disable the integration toggle and repeat these steps.
5. Follow the steps below for selecting the required (and any optional) API permissions.

Required API Permission Requests

Once you've configured the API key, you'll need to select the permissions in Lever below. After selecting each applicable permission and allowed confidential data access, click Done.

Required Read Endpoints

read user

read stage

read requisition field

read requisition

read posting

read opportunity resume

read opportunity referral

read opportunity note

read opportunity interview

read opportunity file

read opportunity application

read opportunity

read contact

read candidate resume

read candidate referral

read candidate note

read candidate interview

read candidate file

read candidate application

read candidate

read archive reason

list users

list tasks

list tags

list stages

list sources

list requisitions

list requisition fields

list postings

list opportunity resumes

list opportunity referrals

list opportunity offers

list opportunity notes

list opportunity interviews

list opportunity files

list opportunity applications

list opportunities

list feedback templates

list candidates

list candidate resumes

list candidate referrals

list candidate offers

list candidate notes

list candidate interviews

list candidate files

list candidate applications

list archive reasons

download opportunity resume

download opportunity file

download candidate resume

download candidate file

Required Write Endpoints

upload opportunity file

upload candidate file

update user

update opportunity stage

update opportunity note

update opportunity archived

update contact

update candidate stage

remove opportunity tag

remove opportunity source

remove opportunity link

remove candidate tag

create opportunity note

create opportunity

create candidate

add opportunity tag

add opportunity source

add opportunity link

add candidate tag

add candidate source

add candidate link

Confidential data access

Allow access to confidential data by toggling the option before clicking Done.

Connecting Lever in Findem

When finishing the connection from within Findem, you will need the following:

• the API key you copied and pasted earlier

1. Log into Findem and navigate to Admin > Integrations.
   
   
2. From the Connect ATS menu, select Manage > Connect your ATS system.
   
   
3. Select Lever from the ATS options. Do not select Lever (CSV)
4. Paste the API key.
5. Click Save.

Field Mapping

When exporting data and objects from your Lever ATS to Findem, use the table below to ensure you have accurate mapping.

Findem Field	Lever Object	Lever Field Name
Candidate Name	Opportunity	name
Work Experience	Opportunity	NA
Company	Opportunity	NA
Location	Opportunity	NA
Title	Opportunity	headline
Email	Opportunity	emails
Education	Opportunity	NA
Tags	Opportunity	tags
Attachments	applications	atach_docs
Notes	Opportunity	notes
Activity Feed	Opportunity	NA
LinkedIn URL	Opportunity	links
Findem Profile URL	Opportunity	links
Github Url	Opportunity	links

Candidate Volume

Findem recommends that a candidate population of a million records will take approximately 5 days to load. If you have approximately a million candidate records, please make that clear to the Findem project team to help set expectations for candidate loading. 

How long does it take for data to synchronize? 

Task	Time to synchronize
Export candidates	30 minutes
Import requisitions/candidates	1 hour + Indexing time
Live applications	2 hours
Notes/attachments/tags (if available for this ATS)	2 hours

In some rare cases, data may take up to 2 hours to sync. 

Caveats/Limitations

• Analytics from Findem are not available due to API limitations.