25min

Integrating Lever with the Lever Requisitions app

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

1. Obtain your API credentials from Lever

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

Before creating your Lever API Key, be sure to enable "confidential access" in Lever.

  1. Open Lever.
  2. Navigate to Integrations.
  3. Select API Credentials.
  4. Click Generate new key.
  5. Enter key name: ChartHop.
  6. Enable all read permissions.
  7. Enable the following write permissions.
    1. Create requisitions
    2. Delete requisitions
    3. Update posting
    4. Update requisition fields
  8. Copy the provided API Key.

Once you've received the necessary information from Lever, do not share this information with anyone outside of your organization, as it enables direct access to your data within Lever.

2. Install the Lever Requisitions App in ChartHop

In order to use the API credentials you gathered above, you will need to install the Lever Requisitions app in ChartHop. To install, follow the steps below.

Locate the Lever Requisitions App in the Apps list and click install
Locate the Lever Requisitions App in the Apps list and click install
  1. Navigate to Apps and Integrations in ChartHop.
  2. Find Lever in the list of available apps.
  3. Select Install on the far right-hand side of the table.

3. Enter your Lever API credentials, and other config settings

Enter you API Credentials and other API Config Settings
Enter you API Credentials and other API Config Settings

Recommended settings for the ChartHop Lever Requisitions App include:

  1. Run Daily
  2. Sync on Change

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

Lever sync options are listed below:

Field

Description

Lever API key

The API key generated in Lever.

Run Daily

With this option enabled, Lever will run automatically every day.

Resync on daily run

With this option enabled, ChartHop will update Lever with new changes on the daily run.

Sync on change

With this option enabled, changes to job statuses will be automatically pushed to Lever when they are made.

Reverse sync

With this option enabled, the sync direction is reversed - Lever becomes the system of record, and ChartHop is updated with open roles from Lever.

Reconciliation

When enabled, reconciles Lever role and field data with ChartHop. This option cannot be used with Reverse Sync enabled. Learn more.

Remote location as default

With this option enabled, newly synced records that are not assigned a location will be assigned the value Remote Location.



For which options to choose when configuring your settings, we recommended the options listed in the image below:

Figure 3: Lever Requisitions app recommended setup
Figure 3: Lever Requisitions app recommended setup

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

  1. Run Daily (minimum required setting)
  2. Sync on Change (minimum required setting)

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

4. Set up the Candidate Hired webhook

Next, set up the Candidate Hired webhook in Lever so that ChartHop can capture new hires from Lever:

Figure 4: Add your Lever API key to generate your specific webhook
Figure 4: Add your Lever API key to generate your specific webhook
  1. Open ChartHop.
  2. Navigate to the Lever Requisitions app page.
  3. Copy the URL provided in the Web Hook Setup section, below the synced fields table.
  4. Navigate to Lever.
  5. Open Integrations, then Webhook.
  6. Select Candidate Hire.
  7. Paste the webhook.
  8. Select Verify Connection.

With the webhook enabled, accepted offers in Lever will be pulled into ChartHop, alongside the new hire's start date, and contact information.





Updated 11 May 2022
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