Integrating Greenhouse and the ChartHop Greenhouse app

This section covers the process for setting up your API to begin syncs between Greenhouse and the ChartHop Greenhouse App.

To get started, you will need to obtain API access from Greenhouse. You'll need to obtain an API key by following the steps below.

1. Access Apps and Docs.
2. Open Greenhouse.
3. Ensure that your user has been granted the Can manage ALL organization’s API Credentials permission in “Developer permissions.” You may need help from a Greenhouse admin.
4. Navigate to the API Credentials page in the Dev Center.
5. Select Create New API Key
6. For API Type, select Harvest. For Partner, select ChartHop. For Description, leave the default entry.
7. Copy the Harvest API Key.

The following permissions must be applied to the Harvest API Key. Leave all options as default, and manually enable the options below.

In order to use the API credentials you gathered above, you'll need to install the Greenhouse app in ChartHop. To install the Greenhouse app, simply:

1. Navigate to Apps and Integrations in ChartHop.
2. Find Greenhouse in the list of available apps.
3. Select Install on the far right-hand side of the table.

In order for ChartHop to access your Greenhouse data, you'll need to enter the Greenhouse API credentials you obtained above. In addition, there are a number of other configuration settings available to you.

Greenhouse sync options are the following:

For which options to choose when configuring your settings, we recommended the options illustrated below:

On the right are the required settings for the ChartHop Greenhouse App which include:

1. Run Daily (minimum required setting)
2. Sync on Change (minimum required setting)
3. Reuse Closed Jobs

On the left, you'll find the corresponding Status Mappings between ChartHop and Greenhouse when creating new roles.

In order to notify ChartHop of roles that have been hired in Greenhouse, you will have to set up a webhook in Greenhouse.

Follow the steps below to set up the webhook.

1. Navigate to the Greenhouse app config page in ChartHop.
2. Copy the secret key value under Webhook Setup.
3. Open Greenhouse.
4. Navigate to the Webhooks page.
5. Select Webhooks.
6. Select Create a new webhook.
7. Enter the information below and save your changes.

Once the above information has been entered, ChartHop will automatically update open jobs that have been filled in Greenhouse.

ChartHop offers a couple of ways to group openings under one requisition in Greenhouse.

1. Navigate to the Apps and Integrations page
2. Select Greenhouse.
3. Scroll down to Group Job Openings.

You will then have three options. They are as follows: 

1. Title: Matching on Job Title will take all roles opened within ChartHop with a similar title and group those openings under one requisition once pushed to Greenhouse.
2. Title and Location: Matching on Job Title and Location will take all roles opened within ChartHop with a similar title AND location and group those openings under one requisition once pushed to Greenhouse. 
3. ”Loose” Matching: Please contact your CSM or Support team for additional options.