Enabling and using the ProvenBase integration

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Available for User roles Super Admin, Admin, Team Member, Limited Team Member
Can only be configured by Super Admins
Packages All packages

The ProvenBase integration helps talent acquisition teams automatically source and sync qualified candidates from ProvenBase to Lever. 

Readers of this article will learn about the following:

Watch the above video for a walkthrough of how to set up the ProvenBase integration.

Setting up the ProvenBase integration

 

Access role must be Super Admin in Lever to set up the integration. You must be a team or organization with admin rights in ProvenBase to install this integration.
  • In ProvenBase, navigate to your profile settings by hovering over your name on the upper right-hand side of the screen
  • Click Profile & Password
  • Scroll down to the Integrations section
  • Click the Connect button next to Lever

Connect button next to Lever entry on ProvenBase integration page

  • On the modal, log in to Lever
  • On the following screen, review the list of requested permissions
  • Click Accept

Authorization modal with list of requested permissions, arrow points to Accept button

  • Once accepted, you will be redirected back to ProvenBase; a success notification will briefly appear at the top of the screen confirming that the integration has been successfully authorized

Configuring the ProvenBase integration

Configuring auto sync settings on ProvenBase

After successfully authorizing the integration, you will be prompted to configure auto sync settings on ProvenBase. Enabling this setting will allow the integration to automatically sync full profiles to allow you to see if your Lever account contains duplicate candidates on the Sourcing Lab, Projects or Candidates Lake pages on ProvenBase.

To setup auto sync, select the number of days you would like the integration to check for duplicate profiles on Lever and click Yes. To disable auto sync settings, click No.

Lever auto sync modal in ProvenBase

Configuring integration settings on ProvenBase

You can configure the following integration settings on ProvenBase:

  • Default stage: Select the default Lever stage for exports
  • Auto Full Profiles Sync: Enable this setting to see duplicate profiles in Sourcing Lab, Projects, and Candidate Lake pages (screenshots below)
  • Change Integration Lever Admin:  Lists the default user for the integration export to Lever

Lever integration settings in ProvenBase

ProvenBase: Projects

Projects page in ProvenBase; Lever identifiers outlined

ProvenBase: Sourcing Laboratory

Sourcing Laboratory in ProvenBase; Lever identifiers outlined

ProvenBase: Candidate Lake

Candidate Lake in ProvenBase; Lever identifiers outlined

Using the ProvenBase integration

Exporting Candidates from ProvenBase to Lever

  • In ProvenBase, go to the project and select an unlocked candidate
  • Click Export

Arrow pointing to Export button on unlocked candidate listing in ProvenBase

  • Select the resume fields to be included on the export (e.g. Title, Name)
  • Click Export
  • Select Lever

Export editor in ProvenBase with arrow pointing to Export button; Lever option is outlined in menu

  • On the pop-up, configure the following export options:
    • Job: Select from the list of jobs on Lever (not required)
    • Stage: Select the stage you would like the candidates to export to on Lever (the default export stage will be auto-selected)
    • Resume Format: Select the resume format (PDF is the default file format)
    • Export Task's Name: Name the Export Task (required)
  • Click the Export button

Export options modal in ProvenBase

  • If you are exporting candidates that are already present in Lever, you will be prompted with one of the following pop-ups:

Export to ATS: Prompt for partial duplicate export

Export to ATS partial duplicate modal in ProvenBase

Export to ATS: Prompt for all duplicate export

Export to ATS all duplicate modal in ProvenBase

  • Once you select the preferred option, a notification will appear, indicating that the export is in progress

Export in progress toast notification in ProvenBase

  • You can check the export status by clicking on the task manager icon

Export details in popover extending from task manager icon, Show All option in popover is outlined

Task Manager in ProvenBase; export in progress is outlined

  • Open a full task manager page by clicking Show All

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Viewing the candidates exported to Lever

  • In Lever, navigate to the Candidates dashboard via the platform header
  • Navigate to the configured export stage (e.g. Reached Out)
  • Use the Sources filter to filter for candidates with ProvenBase as their source
  • Click on the exported candidates in the opportunity list to view their details

Candidate profile in Lever

Candidate profile scrolled to candidate resume in Lever

Disabling the ProvenBase integration

  • In Lever, navigate to Settings > Integrations & API
  • Under the Authorized Apps tab, locate the ProvenBase app
  • Click Revoke Access to disable the integration.
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