| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be enabled by Super Admins |
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| Permissions | • (To enable) Manage API credentials and manage integrations • (To use) Manage profiles and view associated postings |
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| Packages | LeverTRM, LeverTRM for Enterprise |
SeekOut integrates with your Lever account, allowing you to export candidate information from SeekOut and turn it into Lever candidate profiles complete with contact information and work/education history. Candidate data can be sent to Lever as prospects or attached to an existing job. For more information refer to the SeekOut website. .
Setting up the SeekOut Export integration
| You must be a team or organization with admin rights in SeekOut Export to install this integration. |
The SeekOut integration with Lever exports candidate data such as name, experience, and location, as well as any tags you've added to the candidate profile in SeekOut. For the latest guidance on the SeekOut Export integration please refer to this article.
Before You Begin
The user who sets up the integration must use the exact same email for SeekOut and Lever. These emails are case sensitive.
Please reference the article How can I change the email address I use to sign into SeekOut? for help changing your SeekOut login email to match your Lever login email.
Step 1. Generate API Credentials in Lever
- In Lever, navigate to Settings > Integrations and API.
- Open the API Credentials tab
- Scroll down and select the following permissions:
- Read Endpoints:
- find a user
- find all users
- find a posting
- find all postings
- find an opportunity
- find all opportunities
- Write Endpoints:
- create an opportunity
- add opportunity sources
- add opportunity tags
- apply to a posting
- add opportunity links
- Read Endpoints:
- Scroll down and add a Key Name (e.g. seekout export)
- Click Generate New Key
- Click Copy Key and save it to a secure place. You will enter this key into SeekOut in a later step.
- Click Done
For additional guidance on generating API Key credentials in Lever please refer to this article.
Step 2. Add Lever Integration to SeekOut
- In SeekOut, click your name at the bottom left of the SeekOut dashboard
- Select Integrations
| Don't see the Integrations option in your menu? Contact your SeekOut Customer Success Manager or SeekOut Support at support@seekout.com and ask to enable ATS integrations for your org. |
- On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page.
- Click the plus sign + at the top of the page to open the ATS list.
Step 3. Connect SeekOut to Lever
- In SeekOut, navigate to the Integrations page and click + Add a Connection
- Locate 'Lever Opportunities' from the list of integrations
- Click the Connect button
| If you have set up a SeekOut ATS integration previously, click the + button next to the list of integrations at the top of the page. This will open the Add a Connection pop-up. |
- On the Capabilities tab, check the box next to Export.
- Check 'Export only as Prospects' if you choose not to export candidates to specific jobs in your ATS.
- Click Confirm Choices to continue to the next step
- Review the requirements on the Permissions tab and click I'm ready.
- On the Credentials tab, enter your Lever API Key
- Select Production in the Environment dropdown
- Click Submit to save your credentials, then click Next.
- On the Verify tab, click Authenticate. This will take you to your Lever login page.
- After logging in, you'll be redirected back to SeekOut's integration page.
- Choose either Export as Prospect or select a job from the jobs list
- Click Verify
- SeekOut will send a test candidate to the job you selected.
- When the ‘All Good’ message appears, click Finish and ensure the test candidate has been successfully added to Lever.
When successful, Lever Opportunities will appear at the top of your Integrations page in SeekOut with a green check mark.
Using the SeekOut Export integration
Exporting to Lever
| It's strongly recommended to retrieve a candidate's email address before exporting it to Lever. Once a candidate has been added to Lever, Lever can identify duplicate candidates using email address and/or the same candidate name. Additional information on duplicate identification can be found here. |
- Use the Get Email button on a profile to obtain a candidate's contact info, or check the box 'Generate dummy email addresses for candidates' in the confirmation pop-up before exporting.
Option 1: Export all candidates in a project to Lever (Recommended)
- Open your project in SeekOut
- Click the Export icon and choose Export All to Lever Opportunities.
- Contact information such as email addresses and phone numbers will only appear in your export if you click Get Email for All and Get Phone for All before exporting.
Option 2: Export select candidates from SeekOut to Lever
- Click the box next to the candidate's profile in SeekOut.
- Click Export
- Select Export X to Lever Opportunities.
With both methods, clicking Export to Lever will cause a pop-up window will appear.
- On the pop-up, select a job from the dropdown menu or export the candidates as prospects.
- If your ATS does not support candidate profiles without email addresses (note: Lever does not require email addresses for new opportunities), check the box 'Generate dummy email addresses for candidates'.
- Click the Export button to export candidates to Lever. If successful, you will see a confirmation pop-up message that says "Export Complete."
Example of candidate opportunity created in Lever
Additional Notes
Duplicate Profiles
By default, SeekOut will not transmit profiles that have already been successfully exported. Candidates that have been exported will display a confirmation icon and the name of your ATS (Lever) in their SeekOut profile.
Check the box 'Include previously exported candidate(s)' if you're exporting the same candidates to Lever again.
| If you export the same candidate twice to Lever, but with a small change (such as exporting a candidate to a different job or adding a phone number to their SeekOut profile before sending them to your ATS), then two records will be created in Lever. If a duplicate profile is created, you may be prompted in Lever to merge the two candidates. Please review this article for more guidance on how Lever identifies duplicate candidate profiles as well as details on how to merge duplicate profiles in Lever, if needed. |
Job Filtering
End users will only see jobs with a state of 'Published' in Lever
What fields are sent from SeekOut to Lever?
- Candidate
- Name
- Location
- Phone(s)
- Email(s)
- Social Media URL(s)
- Source
- Recruiter
- Tags
- Experience
- Candidate Headline (list of employers)
- Job
- Job Application(s)
What do dummy emails look like?
When you check the box "Generate dummy email addresses" before exporting to Lever, SeekOut will create email addresses and send them along with each candidate who doesn't already have an email associated with their SeekOut profile.
The email addresses generated by SeekOut will look similar to these examples:
- no-email--352233856@seekout.example.com
- no-email--828794187@seekout.example.com
- no-email-1047659244@seekout.example.com
Job Filtering
End users will only see jobs with a state of ‘Published’ in Lever
Other Information
If you need help setting up the SeekOut Export integration or need assistance troubleshooting, please contact SeekOut Support at support@seekout.com.
Disabling the SeekOut Export integration
In SeekOut
- On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.
In Lever
- In Lever navigate to Settings > Integrations and API
- Under the API Credentials tab, locate the SeekOut API credentials
- Click the trash can icon to disable the integration