Connecting to Greenhouse

Greenhouse is a cross-channel marketing platform that powers unified customer experiences and empowers you to create, optimize and measure every interaction across the entire customer journey.

Data integration: Skyvia supports importing data to and from Greenhouse, exporting Greenhouse data to CSV files, replicating Greenhouse data to relational databases and synchronizing Greenhouse data with other cloud apps and relational databases.

Backup: Skyvia Backup does not support Greenhouse.

Query: Skyvia Query supports Greenhouse.

Greenhouse-Specific Features and Limitations

Skyvia has the following limitations for Greenhouse:

  • In the Data Integration product, Greenhouse connections are supported only for packages, which use a new data integration runtime.

    Make sure that the Use new runtime checkbox is selected on the tab bar if you want to use Greenhouse in your package.

  • Skyvia supports DML operations for such Greenhouse objects:
    • INSERT, UPDATE, DELETE: Applications, Candidates, ScheduledInterviews.
    • INSERT, UPDATE: Departments, Jobs, Offices, Users.
    • INSERT, DELETE: CandidateTags, Tags, UserFutureJobPermissions, UserJobPermissions.
    • INSERT: JobOpenings.
    • UPDATE: JobPosts.
  • Skyvia supports Replication with Incremental Updates for such Greenhouse objects: Candidates, EmailTemplates, JobPosts, Jobs, JobStages, Offers, ScheduledInterviews, ScoreCards, Users.

  • Skyvia supports Synchronization for such Greenhouse objects: Candidates, Jobs, ScheduledInterviews, Users.

  • When importing data to the Candidates object, values for the Applications field must be specified as a JSON arrays, like the following: [{"job_id": 215725}, {"job_id": 185289}] .

  • UserJobPermissions and UserFutureJobPermissions object do not support import of records with UserId containing Ids of a user with the job admin role.

  • When importing data to the CandidateTags object, primary keys of the records (TagId and CandidateId fields) are not returned and they are empty in the logs. That doesn’t mean that the records were not imported.

  • For the Applications object, only the CandidateId field is marked as required because applications can be created in several different ways with different sets of required fields.

Greenhouse Connections

To create a connection to Greenhouse, you simply need to enter your API Key. If you want to load data to Greenhouse, and not just read data from Greenhouse, you also need to specify your User Id. To start creating a connection, follow the below steps:

  1. Click +NEW in the top menu.
  2. Click Connection in the menu on the left to open the Select Connector page.
  3. In the opened pane, click Greenhouse.
  4. In the Connection Editor page, specify a connection name that will be used to identify the connection.

    Connection Editor window

  5. Enter your API Key.
  6. If you know your User Id (an integer value identifying the Greenhouse user) and want a read-write connection to Greenhouse, enter your User Id. Otherwise, the connection will be read-only.

    If you don’t know your User Id, you can omit it for now. The easiest way to find your user Id is via Skyvia, so you can create a read-only connection, then obtain your User Id, edit the connection, specify it and save the connection.

  7. Use the Test Connection button to make sure that the connection is successful and then click Create Connection.

    API Key — Greenhouse API token. You can read more about creating an Greenhouse API Key here. Please note your API Key is available for full copying only the first time when it is created. Later on it will be half hidden. So paste your API Key to a safe place (word document, etc).

Obtaining Greenhouse API Key

You need sign in as a user that has the “Can manage ALL organization’s API Credentials” permission in the “Developer permission” section to create the API key. To get a new Greenhouse API Key, perform the following steps:

  1. Sign in to Greenhouse.
  2. Click Configure in the top menu.

    Greenhouse Dashboard menu

  3. Select Dev Center and then API Credential Management.

    Greenhouse Dev Center

  4. Click New API Key.

    Greenhouse API Settings

  5. In the API Type list, select Harvest. Enter an optional key description, and click Manage Permissions.

    Creating Greenhouse API Key

  6. Copy the API Key and store it in a safe place.
  7. Select the Select All checkbox and click Save at the bottom of the page.

    Greenhouse API Key permissions

Obtaining Greenhouse User Id

The easiest way to obtain your Greenhouse user ID is via one of the Skyvia tools — Query or Export. Both of these ways can be used even within the limits of the free pricing plan.

To get user ids via Query, perform the following steps:

  1. Click +NEW in the top menu.
  2. Under Query, click Builder.
  3. Click Select connection on the left and select your Greenhouse connection.
  4. Scroll down the object list on the left till you see the Users object. Drag it to the Results pane.

    Greenhouse API Key

  5. After this, you can see your Greenhouse users’ data. Find the corresponding user in the table and copy the value from the Id column of the corresponding row.

    Greenhouse Users' data

Alternatively, you can use an export package to export the contents of the Users table to a CSV file and copy User Id from this file.

Supported Actions and Actions Specifics

Greenhouse connector supports the following actions: