hireEZ provides ATS integrations function to connect with 30+ ATS/CRM and now incorporates our Auto Sync functionality as a plus! By setting a rule in your hireEZ account beforehand, candidates can, without being manually exported, be automatically pushed to the ATS when they reach a specific stage in your project where the Auto Sync feature is triggered.
Step 1: Enable Auto Sync in Admin Console
To auto sync candidates to your ATS/CRM, the admin should go to Admin Console-> Sourcing Tab -> Projects and select Configure Auto Sync to enable this feature for the whole team.
Step 2: Setup Auto Sync
An admin can set up auto-sync for each project in the Admin Console -> Sourcing Tab ->Projects. Either click on the Auto Sync Status ("Not Setup", in this case ) or the three-dot icon on the right (select the "Setup Auto Sync" option)
Then select which Pipeline Stage in hireEZ you will have candidates automatically synced from, and which ATS/CRM destination you'd like to push to in the pop-up window. You may use the same path as above to remove auto sync or modify its settings afterward.
If you are a team member, you may set up the auto sync workflow in your Projects List or Project Details after your admin enables the function.
Reminder:
- The ATS should be connected first before you set up auto sync. You may integrate your ATS/CRM here.
- Each time a candidate is auto-synced to the chosen ATS/CRM, the corresponding contact credit and export credit will be consumed as well.
Related Articles:
Admin: ATS/CRM Integrations
ATS Integration for Enterprise Users: Team-Based vs. User-Based
How Are Contact / Export Credits Consumed?
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