Connecting Intrro with your Greenhouse ATS enables you to automatically pull all your active jobs and create/update candidates based on their current status on Intrro. This also enables the automatic syncing of key information for candidates such as their name, email address, social profiles, etc. 

🔴 The following instructions require Greenhouse Site Admin access as well as Developer Permissions. If you need any assistance please reach out to us at support@intrro.com

To get started, log into Intrro and navigate to Company Settings > Integrations.

While you have this page open, go to a new tab on your browser and navigate to the Greenhouse API Configuration page.

Here is how you get there.

First, go to your Settings page by clicking on this icon on the top right-hand corner of your navigation bar.

From here, click into the option labelled Dev Center.

Now select API Credentials Management from here to see all your active API keys.

On this tab is where you will find all your active and inactive API keys you’ve created in the past. If you have added any notes while creating any of the former API keys, you will also find them here.

Click on Create New API Key to set up a new API for your Intrro integration.

When prompted, pick Harvest from the API Type dropdown as seen below.

We recommend you add a description to remember why you created this specific key and it can be a note as simple as “Intrro” or “Created to connect with Intrro”.

When you’re ready to proceed, click on the “Manage Permissions” button.

When you have this window seen above open, it is the only time Greenhouse will reveal the full API key to copy into Intrro.

Click Copy to bring the key into Intrro via the tab you have open to the integrations section on Intrro. Paste it in the input field as seen below and click on Save Changes.

Once you have successfully added the API Key to Intrro, you can safely confirm on Greenhouse that you've saved the key by clicking on "I have stored the API Key".

You will then be brought to the permissions management screen where you verify that you’re enabling all the required permissions for Intrro to collaborate correctly with your Greenhouse account.

If not already, please use the checkboxes to tick off the selected items as seen below from this checklist before you click Save.

As a reminder, here are all the permissions you’d need to enable from this section, under each category:

Applications:

• GET: Retrieve Application
• GET: List Applications
• PATCH: Update Applicatio

Candidates:

• GET: Retrieve Candidate
• GET: List Candidates
• PATCH: Edit Candidate
• POST: Add Candidate
• POST: Add Application
• POST: Add Note
• POST: Add Prospect

Tags:

• GET: List Candidate Tags
• POST: Add New Candidate Tags
• PUT: Add a Candidate Tag

Departments

• GET: Retrieve Departments
• GET: List Departments

Jobs:

• GET: Retrieve Job
• GET: List Jobs

Job Posts:

• GET: List Job Posts
• GET: Retrieve Job Post for Job
• GET: List Job Post for Job

Job Stages:

• GET: Retrieve Job Stage
• GET: List Job Stages
• GET: List Job Stages for Job

Offices:

• GET: Retrieve Offices
• GET: List Offices

Rejection Reasons:

• GET: List Rejection Reasons

Sources:

• GET: List Sources

Users:

• GET: Retrieve User
• GET: List Users
• POST: Add User

Custom Fields:

• GET: Get Custom Fields
• POST: Create Custom Field
• PATCH: Update Custom Field

Custom Field Options:

• GET: Custom Field Options
• POST: Create Custom Field Options
• PATCH: Update Custom Field Options

Close Reasons:

• GET: Get Close Reasons

Prospect Pool:

• GET: Retrieve Prospect Pool
• GET: List Prospect Pools

Confirm by clicking on Save button here.

And finally, navigate to Custom Options and click on Sources.

From here, please toggle ON Intrro as a source for your Greenhouse account.

These changes will automatically be saved when you toggle them.

If you do not find Intrro on this list, please click on Add Source button you'll see here.

From the dropdown menu that appear, please choose Prospecting and enter Intrro as name of source. You may then click the Create Source button.

You’re now all set to start pushing your intrro’d candidates into Greenhouse.

To integrate Lever with Intrro, you need to create an API key that will help both of these tools communicate seamlessly with each other.

First, navigate to your Settings on Lever.

You can then choose Integrations and API from the menu on the left-hand side.

Select the API credentials tab from here and under the header - Lever API credentials, click on Generate New Key.

On the prompt that appears on Lever, you’ll find an input field to submit a unique name to help identify the API key in the future.

Please input “Intrro” here to easily revisit the key anytime.

Scroll down to Permissions, and check the 4 options you see below.

Under Read Endpoints, please check:

• Read opportunit
• List postings
• List users

Under Write endpoints, please check:

• Create Opportunity Form
• Create Opportunity
  
• Create Form Template

You will notice there is a separate section below them both under the header Confidential data access - but please keep the toggle off to restrict Intrro from accessing any sensitive data.

Now scroll up and click on the Copy Key button BEFORE you click on Done.

Navigate back to Intrro and paste the key here on the input you see above.

Swap back to Lever and click Done, now that you’ve successfully pasted the key on Intrro.

Please keep a copy of this API key on a secure notepad where you can easily access it in the future as Lever will only reveal the key once and you won’t be able to unveil it again after setting it up.

Once you save, swap back to Intrro and click on Connect.

Your Lever account will soon be integrated with Intrro.