We recently redesigned the functions of syncing and exporting candidates from Hiretual to your ATS/CRM systems. Before this update, there were two buttons called “Sync with ATS/CRM” and “Export”. The export button was used to export candidate data into CSV files, and the sync button was for exporting data directly to ATS/CRM. Because the two buttons serve a very similar purpose, we have combined the functions into a single button. Simple is beautiful.

Here’s how it works:

CASE 1: export to CSV file in the native format of my ATS/CRM.

  • Select candidates.
Screen Shot 2018-11-15 at 8.45.22 PM
  • Select a format (we chose Avature as an example). We provide options of downloading all or selected candidates only.
Download csv

* Note: You may also find the default spreadsheet format from the list above already – Default template.

CASE 2: Sync to ATS/CRM directly. 

  •  Let’s take Lever as an example.
select an ats to sync
  • If the integration with your ATS/CRM has not yet been configured, you will see the following screen.
configuration
  • Input the correct account email and API Key information from your Lever account.
ats key
  • After configuration, you will be asked to select a job (synced from your Lever jobs).
select a project
  • Select a stage to host the candidate profiles.
select a stage
  • Okay, now click the button “Export candidates”. In seconds, you will see the statistics of how many candidate profiles were successfully/unsuccessfully synced.
sync result

That’s it for our updates this week. Stay tuned for more from the Hiretual Team – we have some big things cooking.


Happy Sourcing!