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🀝 Ashby | Export

SeekOut integrates with Ashby to export candidate data into profiles with contact info, history, and job/prospect options.

Updated over a week ago

SeekOut integrates with Ashby, allowing you to export candidate data from SeekOut and turn it into Ashby candidate profiles, complete with contact information and work/education history.

Candidates are sent to Ashby as prospects, or they can be attached to an existing job.

This article covers how to set up your integration, as well as how to export candidate info from SeekOut to Ashby.


Setting up the Ashby Integration

Before You Begin

  • Create a new API Key in your Ashby account.

Save this key to a safe place; you'll need to enter it into SeekOut.


Accessing Integrations

Click your name at the bottom left of the SeekOut dashboard, then select Integrations.

access integrations 4

Note: Don't see the Integrations option in your menu? Contact your Customer Success Manager or [email protected] and ask to enable ATS integrations for your org.

On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page.

Click the plus sign + at the top of the page to open the ATS list.


Connecting to Ashby

  1. On the Integrations page, click + Add a Connection. Locate Ashby from the list of integrations and click the Connect button.
    ​Note: If you have set up an integration previously, click the + next to the list of integrations at the top of the page to open the Add a Connection pop-up.
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  2. On the Capabilities tab, check the box next to Export. Click Confirm Choices to continue to the next step.
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  3. On the Credentials tab, enter your API Key from Ashby and select Production as your Environment.
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  4. Click Submit to save your credentials, then click Next. SeekOut will automatically attempt to verify your connection when you first set it up by exporting a test candidate as a prospect or to a job in the populated jobs list.

Choose either Export as Prospect or select a job from the jobs list and click Verify. When the β€˜All Good’ message appears, click Finish and ensure the test candidate has been successfully added to your ATS.

When successful, Ashby will appear at the top of your Integrations page with a green check mark.


Removing the Integration

Note: This is only ever necessary if you want to remove an existing connection.

On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.


Exporting from SeekOut to Ashby

Recommended: Export from a Project

To export all candidates in a project to Ashby, go to your SeekOut project, click the Export icon and choose Export All to Ashby.

  • Contact information, such as email addresses and phone numbers, will only appear in your export if you click Get Email for All and Get Phone for All before exporting.

  • Alternatively, you can export select candidates from SeekOut by clicking the box next to their profile, clicking Export and then selecting Export X to Ashby.

With both methods, clicking Export to Ashby will cause a pop-up window will appear.

If your ATS does not support candidate profiles without email addresses, check the box Generate dummy email addresses for candidates.

Click the Export button to export candidates to Ashby. If successful, you will see a confirmation pop-up message that says "Export Complete."

Export from Search

You can export candidate profiles while on the search page as well. Click More at the top right of the search results and select Export to Ashby, and SeekOut will export all of the candidates on the page to your ATS.


What do dummy emails look like?

When you check the box "Generate dummy email addresses" before exporting to your ATS, then SeekOut will create email addresses and send them along with each candidate who doesn't already have an email associated with their SeekOut profile.

generate dummy emails 1

The email addresses generated by SeekOut will look similar to these examples:


Duplicate Profiles

SeekOut will prevent duplicate records by not transmitting profiles that have already been successfully exported. Profiles that have been exported will contain a confirmation icon and the ATS system name. Example: ATS: Ashby.

Check the box Include previously exported candidate(s) if you're exporting the same candidates to your ATS again.


Ashby Export Fields

Candidate

  • Candidate Name

  • Candidate ID

  • Email

  • Phone Number

  • LinkedIn URL


Job Filtering

When setting up the integration, we will automatically filter out any jobs labelled as Confidential


Other Information

SeekOut integrates with many other HR systems. If you need help setting up an integration or need assistance troubleshooting, please contact [email protected].

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