Hiretual Talent Data Cloud is a deep two-way integration designed to help you surface candidate profiles in your ATS with AI-powered filters. Hiretual-Lever 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.
Read on to learn how to...
Integration Setup (Admin)
Before you begin, please ensure that you are...
A subscriber of Hiretual Enterprise and have a valid Hiretual account (*Please contact your Hiretual Account Manager if you need help setting up an Enterprise license.)
The admin user of your company's Hiretual Enterprise subscription
The site admin of your Lever account
Step 1: Retrieve Lever API Key
Go to Lever Settings / API Credentials by clicking here.
*Note - If you already generated Lever API key before, you can skip this step and use the existing Lever API key on Hiretual.
**If you are on Lever Starter plan please contact firstname.lastname@example.org to get your API key.
Step 2: Configure Lever on Hiretual
As an admin user, you'll be able to configure your ATS by clicking on the Apps tab on the left and following the same instructions below.
If you also have a team member license, you can configure in Hiretual Apps by clicking here, and follow the steps as pictured in the screenshots below.
Step 3: You should see an integration configuration page and a success message on the top right corner of the screen.
Step 4: Under Settings, select to export candidates from Hiretual to Lever as either prospects or candidates linked to specific jobs and hiring stages.
Step 5: Map relevant candidate profile data fields between Hiretual and Lever.
If you want to customize the data field mapping:
Select a Hiretual candidate profile field from the ‘All Fields in Hiretual’ field list and choose a suitable field from the Lever profile fields dropdown.
If you want to attach a resume for each candidate when syncing from Hiretual to Lever, select the ‘Attach Hiretual Resume’
If you want to sync notes and tags from Hiretual to Lever, enable and map Hiretual Note and Tag fields with Lever activity fields.
Step 6: To enable Hiretual Talent Data Cloud with Lever and allow the pull of candidates from Lever into Hiretual, go to the Admin Console > Talent Data Cloud > Configuration > Enable > Enable data importing, and fill in credentials. If you've already connected through Apps, you won't need to fill in the credentials again under Talent Data Cloud in the Admin Console.
*Note: Please contact Hiretual Customer Support to enable the two-way integration for Hiretual Talent Data Cloud.
Step 7: Set your import preferences with Hiretual.
Select the number of profiles you'd like to import from Lever into Hiretual.
Optional: You can also better target your imports by selecting candidates in specific jobs, hiring stages, or even tags!
Step 8: Set your export preferences from Hiretual to Lever.
(By Request Only) Step 9: Configure Web-hooks in Lever for bidirectional Hiretual & Lever ATS data sync
Go to Lever Settings, which can be accessed here.
Exporting Candidates from Hiretual to Lever
After you've found qualified candidates in Hiretual, you can easily export them into Lever. Go to a project and click Pipeline, select your candidates, and click Sync/Export. Then, follow the instructions on the screen to select the candidate application type, job, and stage of your exports.
Once you've successfully exported the candidates, you can click the Lever icon on the candidate's Hiretual profile to redirect to his or her Lever profile, which has been enriched with new information from Hiretual. Additionally, in Lever, you'll even be able to see the Hiretual resume and source of the candidate.
The beauty of Talent Data Cloud also lies in its deduplication and enrichment functionalities. When exporting candidates, duplicates can easily be merged on the Recently Pushed to ATS page. You can select which information you want from which profiles. Oftentimes, you'll find new contact information that can be exported over to the candidate's ATS profile.
Rediscovering Candidates from Lever with Hiretual
On the main Hiretual AI Sourcing page, you'll be able to source candidates from both the open web and your ATS, or just your ATS. Use filters like ATS Jobs or ATS Stage for more targeted searches.
We'll show you which Hiretual or Lever projects the candidate is part of.
Analyzing Integration Performance (Admin)
As the Hiretual admin user, you'll have access to eye-opening statistics into your Hiretual-ATS integration. Go to the Dashboard under the Admin Console > Talent Data Cloud to see rediscovery metrics, diversity breakdown of your ATS candidates, top companies of your ATS candidates, and more! You may click on any part of the charts to view candidates under the category.
For any other questions, please reach out to our Customer Success Team or email email@example.com.