The Erecruit-hireEZ integration combines Erecruit's powerful CRM with hireEZ's rich candidate data hub and AI sourcing capabilities to create an end-to-end talent acquisition tool.

Read on to learn how to:

• Set up your integration
• Export Candidates from hireEZ to Erecruit

Integration Setup (Admin)

Before you begin, please ensure that you are:

• 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.)
• The admin user of your company's hireEZ Enterprise subscription.
• Please ensure you using Erecruit v3.1 or later versions as this integration is only available for the WebAPI (API v2) product.
  
  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.

Step 1: Get Client ID and Client Secret from Erecruit (You may skip this step if you already have that)

1. Create a Service Account(API user)

The service account is used solely by the API to control access to the agency’s Erecruit instance by external entities. Only one account is necessary, regardless of the number of integrators.

• Access Recruiters to create the API User
  • From the Tools section of the Logo Menu, select Control Panel
  • From the Control Panel Recruiters module, select Recruiters
• Create a new API User record
  • Using the standard procedure for creating a user record , create the Service Account using API in the name to define the purpose of the record.
• Contact Erecruit's Support team to update the Entities Role
  • The Service Account user must have an API role and this cannot be done in the UI; a CSA updates the user record’s role in the database.
  • If there is already an API user record, but the Entities Role is Recruiter, contact a CSA to update the record’s entity role to API in the database.

2. Register External Application and Capture Credentials

The registration process is completed in the Control Panel API Permissions module.

Best Practice: Register a separate External Application per client, application, or integration partner accessing the site. For example, integrating with a background check service and using the API for an agency website, create two separate External Applications for each group.

• Access API Permissions
  • From the Tools section of the Logo Menu , select Control Panel
  • From the Control Panel Other , module select Manage API Permissions
    Note : access to this page is controlled by the Manage API Permission

• Register Application
  • From the Action Control Bar , click Create to open the Create Application widget.
  • Name the application using the client application or group involved in the testing.
  • Use the copy icon to save the Client ID to the clipboard.
    • This Client ID is an identifier for integrating applications.
    • Erecruit generates the Client ID automatically; if necessary, click the refresh icon to generate a new Client ID.
  • Select Enable under Server to Server Integration Settings to edit the fields.
    • These fields do not auto-populate and must be manually updated.
    • Select the API User under Service Account , begin typing the record name to filter the list.
    • Select the entity in which the integration will interface in the Default Entity field, begin typing the record name to filter the list. Multiple application registrations are required for multiple entities.
    • This is enabled if the Integrating Server is acting on its own behalf, e.g., agency website, and generates a Client Secret, given to the integrator with the Client ID.
  • Enter Redirect URIs
    • This is a JSON list of URIs that Erecruit can redirect to when an authorization code is requested.
      • e.g., [ http://localhost/ ”, “ https://www.myapplication.com/auth ]
    • Unless using http://localhost , they should be HTTPS
  • Click the save button to create the Application Registration.

3. Capture Client ID and Client Secret

• • After the widget saves, if the Server to Server is enabled, the system generates the Client Secret.
  • Paste the Client ID, collected earlier, into a note file and then click Copy to save the Client secret to the clipboard.
    • If the Client Secret overwrites the Client ID in error, the Client ID is displayed on the manage page and can be copied from the Edit widget.
      Note: The system displays the client secret only once after creating the External Application. After closing the widget, the only way to access the client secret is in the database.

Step 2: Configure Erecruit on hireEZ

• If you also have an Enterprise team member license, you can configure it in hireEZ Apps by clicking here and following the instructions below.

• In either case, click the Connect button on the ATS card and click Connect on the next page.

Step 3: You will see a pop-up window to input your Erecruit Client ID and Client Secret to Link your Erecruit account

Step 4: You will receive both in-app and email notifications once you have successfully connected to Erecruit.

Export candidates from hireEZ to Erecruit

After you have found qualified candidates in hireEZ, you can easily export them to Erecruit.

• Go to your hireEZ project pipeline, select the candidates you wish to export, and then click Export. Then, you will be able to see the "ATS" and then simply select Erecruit from the list to export.
  

• You will receive both in-app and email notifications when the export is completed. Once you've successfully exported the candidates - you can see the Erecruit icon on the candidate's hireEZ profile and similarly find the exported candidate in your Erecruit account.

For any other questions, please reach out to our Customer Success Team or email support@hireez.com.