Lever ATS Integration Admin Setup Instructions

Setup Instructions

1. Select Appropriate API Permissions in Lever
2. Create an API Key in Lever
3. Connect the Integration from Within Findem
4. Field Mapping
5. Mapping ATS Stages for Inbound Applicants

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

find an opportunity resume

find an opportunity referral

find an opportunity note

find an opportunity interview

find an opportunity form

find an opportunity file

find an opportunity application

find an opportunity

find an archive reason

find all users

find all tags

find all stages

find all sources

find all requisitions

find all requisition fields

find all postings

find all opportunity resumes

find all opportunity referrals

find all opportunity offers

find all opportunity notes

find all opportunity interviews

find all opportunity forms

find all opportunity files

find all opportunity applications

find all opportunities

find all feedback templates

find all eeo responses with their pii

find all candidates

find all candidate resumes

find all candidate referrals

find all candidate offers

find all candidate notes

find all candidate interviews

find all candidate forms

find all candidate files

find all candidate applications

find all archive reasons

find a user

find a stage

find a requisition field

find a requisition

find a posting application question form

find a posting

find a contact

find a candidate resume

find a candidate referral

find a candidate note

find a candidate interview

find a candidate file

find a candidate application

find a candidate

download an opportunity resume file

download an opportunity file

download a candidate resume

download a candidate file

Required Write Endpoints

upload an opportunity file

upload a candidate file

upload an opportunity file

upload a candidate file

update opportunity archived state

update an opportunity's stage

update an opportunity note

update a user

update a contact

update a candidate stage

remove opportunity tags

remove opportunity sources

remove opportunity contact links

remove candidate tags

create an opportunity note

create an opportunity

create a candidate note

create a candidate form

create a candidate

apply to a posting

add opportunity tags

add opportunity sources

add opportunity links

add candidate tags

add candidate sources

add candidate links

Confidential data access

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

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.

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

Mapping ATS Stages for Inbound Applicants

To map various stages from your Lever ATS to Inbound applicants in Findem:

1. Head to Integrations > Lever > Manage > Stage Mapping.
   
   
2. Select from the dropdowns:
   1. Which ATS stages should be in the Inbound Applicants tab
   2. Which ATS stages should be excluded when advancing an application
   3. Which rejection reasons should be excluded when rejecting an application
      
3. Scroll down to group and map existing ATS stages to Findem stages. This helps us organize your data into logical buckets. Click and drag any applicable variable within each stage. You can also set SLA days for each stage.