Integrating Greenhouse

Capabilities

DataGrail's Greenhouse integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Greenhouse User Role: Site Admin

Create Greenhouse API Key

1. Log in to Greenhouse.
2. Select the gear icon in the upper-right corner.
3. Select Dev Center and API Credential Management.
4. Select Create new credential:

Credential Details

API type: Harvest

Partner: Custom

Description: A description of the credential's use within the organization.

5. Select Manage permissions and store your API Key in a secure location.
6. Select I have stored the API key.
7. Select Manage permissions and seleect the required permissions for DataGrail:

Required Permissions

Candidates:

• Get: List Candidates
• Delete: Delete Candidate
• Patch: Edit Candidate

Users:

• Get: List Users

8. Select Save.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Greenhouse.
2. Enter the API Key and the email associated with your Greenhouse account.
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure You Authenticate as a Site Admin

For auditing purposes, Greenhouse restricts deletion to the Site Admin user role. If the user who authenticates the integration with DataGrail does not have Site Admin permissions in Greenhouse, the integration will be unable to process deletion requests.

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.