How do I set up reference checks for candidates using Xref?

Available for User roles Super Admins
Plans Professional & Enterprise

Ready to give a candidate an offer? Want to conduct reference checks before you do so? Make it easy for your recruiting team to do so by enabling an integration with Xref. 

Setup couldn’t be easier. You must be a Super Admin to enable this integration. Here’s how to enable the integration:

1. Turn on the integration & generate API key

Navigate to Lever's integrations settings page, scroll down to the “Background checks” section, and click on the Xref toggle. It will expand, and you’ll be prompted to generate an API key - save it somewhere, and make sure you keep it secure - you will not have access to it again once you click “Done”!


2. Generate your webhook signing token

Navigate to the Webhooks tab on the integrations page:

Scroll down, and under “Webhook signing token”, copy your signature token:

3. Enable the integration in Xref

Now that you have your API key and webhook signing token, log into your Xref account and visit the Xref integrations page. Find the Lever tile, and click the "Request Connection" button. This will alert your Customer Success Manager that you've requested to enable this integration.


You will also need to tell your Xref Customer Success Manager the specific stage in Lever at which you would like to trigger reference checks for candidates.

Once your Customer Success Manager enables the connection, the tile will become activated and you'll see a "Settings" button. 


Clicking the "Settings" button will display a modal that prompts you to enter your API key and webhook signing token. Input this information and click "Save."


4. Enter Webhook URL in Lever

Your Xref Customer Success Manager will provide you with an Xref Webhook URL. You will use this webhook URL to generate a webhook token for candidate stage changes within Lever. This means that your candidates will be pushed from Lever to Xref as soon as they’re moved into a designated stage of your choosing.

Go to the Webhooks tab on the integrations page in Lever, click on the toggle for Candidate Stage Change, click "+Add webhook" and type in the webhook URL provided to you by Xref. Make sure the toggle for Candidate Stage Change is turned on.

Press "Verify Connection." You can include or remove the 'https://' from your Xref webhook URL - either will work! 

You're ready to start using the integration

Now, when you’re using Lever, as soon as you move a candidate into the designated stage that you’ve selected, the candidate will automatically be pushed from Lever into Xref to kick off the reference check process.

Every candidate that has an email address and both a last and first name that reaches the chosen stage will receive an Xref reference check email. The candidate must have an owner in order for the integration to work. The owner will act as the point of contact for references. For security and privacy reasons, no record of the reference checks will ever be sent back to Lever. Completed checks will appear in your Xref account!

Here's a candidate in Lever:


...and here's what this candidate looks like once pushed to Xref:


Drop us a note if any questions come to mind. We're always happy to help setup your Xref integration!  

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