SmartRecruiters Integration Admin Setup Instructions

Setup Instructions

1. Generate an API Key in SmartRecruiters
2. Set Required Permissions for the API Key
3. Add Findem as a Custom Source in SmartRecruiters
4. Connect the Integration from Within Findem

Generate an API Key in SmartRecruiters

Findem uses an API key to connect with SmartRecruiters. If you already have an API key available with you, then skip to the Connect the Integration from Within Findem section.

1. Log in to your SmartRecruiter account and head to SETTINGS > ADMINISTRATION > APPS & INTEGRATIONS > CREDENTIALS (tab).
   
2. Click NEW CREDENTIAL.
   
   
3. Select API key credential type.
   
4. Choose Admin as the System role type from the dropdown.
5. Provide a name and description of your credential. We recommend you provide a name that helps users to understand the function and purpose of each credential. Click GENERATE on the bottom of the page after the name and the description are provided.
6. The credential will be presented to you. Copy and paste the API key somewhere safe that you have easy access to. You'll need it shortly. Note that this credential will only be presented once and you will not be able to see the credential after clicking DONE.
   

Set Required Permissions for the API Key

Once you've generated the API key, you'll need to ensure the proper required permissions are set. The required permissions are listed below.

User Prompt	Scope	Access Permissions Sought
Access Candidates	candidates_read	Read access to user’s candidates list, details, tags, onboarding status, properties, attachments, screening answers and status history
Create Candidates	candidates_create	Add new candidate records on behalf of a user and assign to a General Application or to a Job by uploading a resume or by passing a JSON object. Add attachments
Access Offer Terms	candidates_offers_read	Read access to candidates’ offers and get offer terms
Manage Candidate Status and Properties	candidates_manage	Write access to candidate’s status, onboarding status, tags, source and properties.
Access Candidate’s status	candidate_status_read	Read access to candidate’s status history
Access Job applications	job_applications_read	Read access to job applications
Access Company Settings	configuration_read	Read access to all company configuration settings for departments, hiring processes, job properties and offer properties. (NOTE: Requires an Admin user role)
Manage Company Settings	configuration_manage	Write / delete access to all company configuration settings for departments and job properties. (NOTE: Requires an Admin user role)
Access Jobs	jobs_read	Read access to user’s jobs list and details
Access Users	users_read	Read access to users in a company. (NOTE: Requires an Admin user role)
Access information about my user	user_me_read	Read access to current user
Access Messages	messages_read	Access candidate messages
Manage Messages	messages_manage	Delete access to messages
Access Interview Types	interview_types_read	Read list of interview types
Create and delete Interview Types	interview_types_write	Write or delete access to manage interview types
Create, update and delete Interviews and Timeslots	interviews_write	Create, update or delete interviews
Access Interviews and Timeslots	interviews_read	Read interviews
Access Reviews	reviews_read	Read access to reviews
Create, update and delete reviews	reviews_write	Write access to reviews
Access job and offer approval requests	approvals_read	Read access to job and offer approvals

Add Findem as a Custom Source in SmartRecruiters

Next, we need to add Findem as a custom candidate source from SmartRecrutier's admin settings. In case you do not have access to the admin settings, please request the admin to add Findem as a custom candidate source in SmartRecrutiers.

1. To add a custom source, as the SmartRecruiters Admin user, navigate to Settings/Admin.
2. Click Custom Candidate Sources in the Configuration list.
3. Click Create source. 
   
   
4. Type Findem in the Source Name and Other in the Source Type and Source Sub-type. Note that if Findem is not entered as the Source Name value, candidates exported from the Findem platform will have the source name as Other.
   
   
5. Click Save.

Connecting SmartRecruiters in Findem

1. As a Findem Admin user, navigate to the Admin page on the left-hand panel, then choose Integrations. From Connect ATS, choose Manage.
2. From the menu of options, locate and select SmartRecruiters.
3. Paste the copied key into the API Key field, then click Save.

That's it! After the sync completes in a few minutes, you're all set to begin linking your ATS jobs to Searches.

Field Mapping

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

Findem Field	SR Object	SR Field Name
Candidate Name	Candidate	firstname + lastName
Work Experience	Candidate	experience
Company	Candidate	workexp.company
Location	Candidate	NA
Title	Candidate	workexp.title
Email	Candidate	email
Education	Candidate	education
Tags	Candidate	tags
Attachments	Candidate	attachments
Notes	messages	Note
Activity Feed	Candidate	NA
LinkedIn URL	Candidate	web.linkedin
Findem Profile URL	Candidate	web.website
Twitter	Candidate	web.twitter