Ashby ATS Integration Admin Setup

Setup Instructions

1. Create an API Key in Ashby
2. Connect the Integration from Within Findem
3. Mapping ATS Stages for Inbound Applicants
4. Troubleshooting Common Integration Issues

Create an API Key in Ashby

1. As the Ashby Admin user, log in to Ashby, navigate to Admin Dashboard > API Keys, and click New.
    
2. Fill in the Name field with My Findem Key or something similar. Choose Findem from the Integration Partner dropdown, and click Create API Key (Note: Contact with Ashby Support if Findem is missing from the Partner dropdown).
   
3. Copy and paste the API key somewhere you'll remember and have easy access to. You'll need it momentarily.
4. Ensure the required API permissions are selected.

Connecting Ashby from within 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 Ashby from the ATS options.
4. Paste the API key and click Save. The integration is now complete!

Troubleshooting Common Integration Issues

Linking Jobs in Ashby

You can link jobs in Ashby in two primary ways:

1. Directly through job cards, which display available jobs
2. By manually linking an existing project to a job

Note: Ensure you have the correct permissions and that jobs are in an 'open' or 'posted' status to be linkable. If you're experiencing issues with job visibility, check your system permissions and job status.

API Integration Sync Issues

If your Ashby API integration is not syncing job cards or candidate data:

1. Verify that the API key is correctly configured and permissions are set up
2. Check the integration status page to confirm permissions
3. Contact support if no data appears to be syncing after 1-2 weeks
4. Be aware that the sync process involves multiple stages (candidate sync followed by job posting sync)

Mapping ATS Stages for Inbound Applicants

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

1.  
   1. Head to Integrations > Ashby > 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.