hireEZ-Zoho 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 Connect ATS from hireEZ
Configure Zoho on hireEZ
(hireEZ team members must wait for team admin’s connection to Zoho until they can choose which Zoho user account they can link as before)
Admin User
- As an Admin user, you will be able to configure your ATS by clicking on the All Integrations tab.
- If you also have a team member license, you can configure it in hireEZ Apps by clicking here and follow the steps as pictured in the screenshots below.
You will see a pop-up to log in via Zoho. Please proceed by logging in to your Zoho admin account (Guest accounts do not have enough permissions). Please make sure your browser does not block the pop-up window.
The popup will auto-close after you log in to your account.
You should see an integration configuration page and a success message on the top right corner of the screen.
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.
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 Zoho 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:
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Select a hireEZ candidate profile field from the ‘All Fields in hireEZ’ field list and choose a suitable field from the Zoho profile fields dropdown.
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If you want to attach a resume for each candidate when syncing from hireEZ to Zoho, select the ‘Attach hireEZ Resume’
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If you want to sync notes and tags from hireEZ to Zoho, enable and map hireEZ Note and Tag fields with Zoho 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, Zoho Frontier is available for 2-way integration. You can also enable it to import and rediscovery candidates from your Zoho 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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