Greenhouse Settings and Mappings
- Navigate to your CRM Setup page under your Account Icon (your initials) and select CRM Setup section.
- Following the available options, simply complete your universal settings based on you or your company's preference and you will be ready to start importing directly into Greenhouse.
- Ensure you set up all mappings to confirm that all fields you want to send over to Greenhouse from Seamless are mapped to the proper fields.Please note: Our direct integration with Greenhouse comes with pre-set field mapping options.
- You can set up each field to be applied to your entire organization, or lock that setting for your entire organization. You can also set each mapping to select if the data will override in your ATS. To set these fields, simply use the Allow User Edit fields (In Universal Settings + Importing Mappings) as well as Override (In Importing Mappings) as desired.
Import Contacts Individually
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- Navigate to your “My Contacts” section.
- Locate the contact you'd like to import to Greenhouse and go to the right side of the screen to click the green Greenhouse icon.
Automate Lists to Accounts and Cadence for Greenhouse
- Login to your account and click your account icon and select CRM Setup.
- Find the setting that says: Auto-import to Greenhouse and select yes.
- Once saved, Seamless.AI will now import all companies and contacts immediately when you Find and save those contacts from Seamless.AI or on our Chrome Extension.
CRM Settings
When integrating your Greenhouse CRM with Seamless.AI, you have the ability to customize the settings.
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Universal Settings
Owner: enable users to specify the location and source for CRM imports. Customize these based on existing CRM information, and Seamless.AI will retrieve dropdown options by polling your CRM.
Set Total AI Threshold/Limit on Contact Imports: Use this setting to establish a minimum Total AI threshold for importing contacts. Specifically, it applies to the Total AI score of the Primary Business Email.
For example, if the Total AI Slider is set to 80, the Primary Business Email must have a Total AI score of 80% or higher to successfully import on the first attempt.
Auto-Import to Greenhouse: Enable this option to automatically import contacts/companies into your CRM when clicking the FIND button in Seamless.AI. By turning this on, you skip the step of manually selecting contacts/companies in My Contacts and My Companies before importing them into your CRM.
Allow contacts/leads to import without a validated email: When set to Yes, Seamless.AI permits users to import contacts even without a validated email. A validated email includes a Valid or Accept All response from Seamless.AI's validation during the AI research process.
Allow Users to Create New / Custom Mappings: Allows users, that are not admin, to create new mappings that will only affect their account
Advanced Settings
Default Greenhouse Job(s): Select a default job posting that you want your prospects listed with when you import.
Prospect Pool: Select the Prospect Pool to add your prospects to. It is important to note that in order to set a prospect pool, you must select a job or lists of jobs.
Source: Select a default data source for your prospects when importing
Fill Contact Phone with Company Phone if Contact Phone is blank: When set to Yes, Seamless.AI will add the company phone number to the contact phone field if the company phone has a number and the contact phone is blank. This setting is useful when you want to ensure data is present in both contact and company phones during import, especially if there's field validation in your CRM.
Fill Contact Location with Company Location if Contact Location is blank: When set to Yes, Seamless.AI will populate the contact location fields with the company location if the company has a location and the contact location is blank. This setting is ideal for ensuring data presence in both contact and company locations upon import, especially if there's field validation in your CRM.
Greenhouse ATS Permissions Guide
You will need certain permissions within your Greenhouse ATS environment in order to connect properly with Seamless.A Harvest API key is a requirement of this connection and can be obtained through the instructions listed in this Article
Harvest API key permissions are as follows:
Applications
- Get: Retrieve Application
- Get: List Applications
- Patch: Update Application
- Post: Moves Application to Job
Candidates
- Get: Retrieve Candidate
- Get: List Candidates
- Patch: Edit Candidate
- Post: Add Candidate
- Post: Add Application
- Post: Add Education (maybe)
- Post: Add Prospect
Tags
- Get: List Candidate Tags
- Get: List tags applied to candidate
- Post: Add New Candidate Tags
- Put: Add a candidate tag
Users
- Get: Retrieve User
- Get: List Users
Departments
- Get: Retrieve Department
- Get: List DepartmentsJobs
- Get: Retrieve Job
- Get: List
Jobs
- Get: Get hiring team
Offices
- Get: Retrieve Office
- Get: List Offices
Sources
- Get: List Sources
Education
- Get: Get degrees
- Get: Get disciplines
- Get: Get schools
Important Side Note: The above items marked with an Asterisk () may or may not be required to ensure full connectivity but all permissions here would be required in order to support any future updates or enhancements.