Enabling and using the EasySource integration

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
Permissions • (To enable) Manage API credentials and manage integrations
• (To use) Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

The EasySource integration with Lever allows you to send the relevant candidates to Lever that are sourced from EasySource.


Setting up the EasySource integration

 

You must be a team or organization with an Enterprise account with HireQuotient to install this integration.
  • Contact the HireQuotient Support Team to raise a request to enable the Lever integration
  • Click the Connect button to start the authorization process

Lever listing in EasySource with Connect button

  • Log in with the appropriate credentials and allow EasySource to access Lever data

Lever login modal

  • Review the list of requested permissions; click Accept to authorize the integration

Using the EasySource integration

Exporting candidates from EasySource to Lever

  • In EasySource, navigate to the specific project from which you want to export candidates to Lever

EasySource project dashboard

  • Select the relevant candidate that you want to send to Lever and click the Add to ATS button
  • Select Lever from the dropdown to send the candidate to Lever

EasySource project dashboard; menu extending from Add to ATS button with Lever option highlighted

  • Select the Opportunity Type in the window; it can be General or a Specific job, as listed in Lever

Send to Lever modal in EasySource with opportunity type menu expanded

  • If you selected Specific Job, select the job from the drop-down to map the candidate to that specific job in Lever

Send to Lever modal in EasySource with job selection menu expanded

  • Click Confirm to start exporting candidate(s) to Lever

Send to Lever modal in EasySource with opportunity type and job selected

  • In Lever, navigate to the 'Candidates' page to view candidates synced from EasySource
  • All candidates synced from EasySource will be identified with the source "EasySource"
  • Click into a candidate opportunity to view the exported candidate details; the candidate will be associated to the job that was selected on EasySource

Candidate opportunity profile in Lever with EasySource listed as source

For additional information, reach out to easysource-support@hirequotient.com

Disabling the EasySource integration

  • In Lever, navigate to Settings > Integrations and API > Authorized Apps
  • Locate the EasySource app
  • Click Revoke Access
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