InsightHireHelp Center

ATS imports

Greenhouse, Lever, Workday, and BambooHR integrations plus the sync dashboard.

InsightHire imports candidates and jobs from external ATS and HRIS platforms. Each integration stores credentials in ats_integrations at the organization level. Platform admins control which ATS slugs appear in the customer catalog via platform_integration_settings.

Plan requirement: ATS imports require Professional+ (enforceATSAccess).

Settings paths

PlatformSetup pathSync dashboard
Greenhouse/dashboard/integrations/greenhouse/dashboard/integrations/sync
Indeed (API)/dashboard/integrations/indeed/dashboard/integrations/sync
LeverCatalog (coming soon)
WorkdaySettings → Integrations grid/dashboard/integrations/sync
BambooHRCatalog (coming soon)

General connection API: ats.createIntegration, ats.updateIntegration, ats.integrations.

Sync dashboard

Path: /dashboard/integrations/sync

The sync page shows:

  • Active integrations with syncStatus, lastSyncAt, and health indicators
  • Greenhouse-specific stats via ats.greenhouse.syncStats
  • Manual Sync candidates trigger for Greenhouse
  • Real-time progress via WebSocket (sync_progress, sync_completed events)

Use this page after initial setup to verify bi-directional flows and diagnose ERROR sync states.


Greenhouse

Status: Enabled — primary ATS import integration.

Greenhouse uses two credential types:

KeyPurpose
Assessment partner API key (apiKey)Greenhouse calls InsightHire Assessment API (Basic auth). Key you provide to your Greenhouse Account Manager.
Harvest API key (harvestApiKey)InsightHire pulls jobs, applications, candidates, attachments from Harvest v3 (not v1/v2).

Optional: boardToken, webhookSecretKey, sync direction, auto-sync toggle.

Harvest v3 job import

Procedures on ats.greenhouse:

ProcedurePurpose
listJobsPaginated open jobs from Harvest
listUnimportedJobsJobs not yet linked to InsightHire positions
importJobAsPositionCreate position from Greenhouse job ID
syncCandidatesPull candidates/applications into InsightHire
syncStatsHealth and counts for sync dashboard

Import flow:

  1. Connect Greenhouse in Settings → Integrations (paste Assessment + Harvest keys).
  2. Open /dashboard/integrations/greenhouse for webhook URL and stage triggers.
  3. Use Harvest import to map Greenhouse jobs → InsightHire positions.
  4. Configure trigger stages (e.g. Application Review, Phone Screen) to send assessments.
  5. Monitor sync on /dashboard/integrations/sync.

Assessment webhook (Greenhouse → InsightHire)

Greenhouse Assessment integration sends send_test and related events to InsightHire's Assessment endpoint. Harvest enrichment requires harvestApiKey to fetch full candidate/application payloads beyond the Assessment stub.

Score push-back

Completed journey scores and results can push to Greenhouse candidate records (configured in integration settings and Assessment partner setup).

Docs: Greenhouse Assessment API


Lever

Status: Coming soon (comingSoon: true, catalog disabled by default).

Planned capabilities:

  • Candidate import from Lever API
  • Interview feedback sync
  • Stage transition webhooks
  • Custom pipeline mapping

Expected configuration

FieldPurpose
API KeyLever Settings → Integrations & API
Webhook signing tokenVerify inbound Lever webhooks
Environmentsandbox or production

Contact InsightHire when Lever import is required — platform admin must enable the lever slug.

Docs: Lever Developer Documentation


Workday

Status: Enabled in catalog — enterprise REST integration.

Workday requires tenant-specific configuration and Integration System User (ISU) credentials.

Configuration fields

FieldPurpose
Tenant URLWorkday services endpoint (e.g. https://wd5-impl-services1.workday.com/...)
ISU UsernameIntegration system user
ISU PasswordISU password
OAuth Client ID / SecretOptional OAuth-based auth

Capabilities

  • Enterprise SSO alignment
  • Bulk candidate import
  • Custom report sync
  • Workday Recruiting module support

Workday setup is typically coordinated with your Workday administrator and InsightHire platform ops. Create integration via Settings → Integrations when the slug is enabled for your tenant.

Docs: Workday REST API


BambooHR

Status: Coming soon (comingSoon: true).

Planned capabilities:

  • Employee data sync
  • Applicant tracking integration
  • Custom field mapping
  • Automated onboarding triggers

Expected configuration

FieldPurpose
API KeyBambooHR → Account → API Keys
SubdomainFrom your-company.bamboohr.com

Docs: BambooHR API Reference


Common ATS patterns

Creating an integration (API)

// Example: Greenhouse
ats.createIntegration({
  platform: 'GREENHOUSE',
  config: {
    apiKey: '<assessment-partner-key>',
    harvestApiKey: '<harvest-v3-token>',
    webhookSecret: '<optional>',
  },
})

Supported platforms enum: GREENHOUSE, LEVER, WORKDAY, BAMBOOHR, INDEED.

Sync status values

StatusMeaning
PENDINGConnected; no sync run yet
SYNCINGSync in progress
COMPLETEDLast sync succeeded
ERRORLast sync failed — check logs and credentials

Inbound webhook monitoring

ats.webhooks.stats and ats.webhooks.recent expose incoming webhook events (Greenhouse, LinkedIn, Accurate, etc.) for debugging. Org admins can retry failed events via ats.webhooks.retryEvents.


Choosing an ATS strategy

ScenarioRecommendation
Greenhouse customerEnable Assessment + Harvest; use sync dashboard
Enterprise WorkdayEnable Workday slug; ISU setup with IT
Indeed-heavy sourcingEmail apply (see Indeed doc) + optional Greenhouse for downstream
Lever / BambooHRWatch catalog for GA; contact support for beta