hireEZ-Crelate is one of our earliest integrations that is easy to connect, abundant with smart filter offerings, and synchronous with candidate and user activities from both platforms.
How to get API Key from Crelate
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Login to Crelate and in a new window and go to Settings -> User Roles -> Misc
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Click on API Access switch to be set to Allowed
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Please check the below link for more details,
https://support.crelate.com/hc/en-us/articles/11500110 2183-API-Key-Management-and-Documentation
How to Connect ATS from hireEZ
Before you begin, please ensure that you are...
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A subscriber of hireEZ Enterprise and have a valid hireEZ account (*Please contact your hireEZ Account Manager if you need help setting up an Enterprise license.)
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The admin user of your company's hireEZ Enterprise subscription
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The admin of your Crelate account
Note: Please do not connect your test/sandbox instance with the hireEZ production account. If you would like to perform sandbox testing, please reach out to support@hireez.com or the assigned TPM. They can assist you further to issue a separate instance for testing.
In case you end up connecting your sandbox account with the hireEZ production account, notify the support team at the earliest. This brings unknown issues for the integration and results in a delay in your onboarding.
Admin User
- As an Admin user, you will be able to configure your ATS by clicking on the All Integrations tab.
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If you also have an Enterprise team member license, you can configure it in hireEZ Apps by clicking here and follow the same instruction below.
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In either case, click the Connect button on the ATS card and you will see a pop-up window to input Crelate API Key. You will receive both in-app and email notifications when you have successfully connected to Crelate.
Member User
As an Enterprise member user, you could go to the App page to request the integration approval.
After you get approval from the admin, you will be able to see the "Connect" button on the ATS.
For the ATS only requires the admin login, Member users will connect to the ATS automatically after the admin logs into the ATS.
Select Push Permission (Admin Only)
Push permission configuration will allow team members to sync candidates from hireEZ to Crelate as prospects or to a particular job and stage.
By clicking "Manage", there will be a setting page to set up.
Customize Data Field Mapping (Admin Only)
If you want to customize the data field mapping, or select some other information that you would like to export:
- Select a hireEZ candidate profile field from the āAll Fields in hireEZā field list and choose a suitable field from the Crelate profile fields dropdown.
- If you want to attach a resume for each candidate when syncing from hireEZ to Crelate, select the āAttach hireEZ Resumeā
- If you want to sync notes and tags from hireEZ to Crelate, enable and map hireEZ Note and Tag fields with Workable activity fields.
After the ATS is successfully integrated, you may export the candidate's profile to the ATS.
Here is a guide on how to export candidates: How to Export Candidates to ATS, CSV or PDF File.
In addition, Crelate is available for 2-way integration. You can also enable it to import and rediscovery candidates from your Crelate candidate:
- Check out our Rediscovery: https://hireez.com/ez-rediscovery/.
- Details on steps to enable Rediscovery.
You may also contact us at support@hireez.com or reach out to your Customer Success Manager to learn more about the workflow.
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