Karat + Jobvite: Integration set up guide

This guide shares the steps to set up the integration between Karat and Greenhouse. This content is intended for admins at your organization. 

This integration enables your organization to: 

• Invite candidates from Jobvite
• Post candidacy updates to Jobvite
• Auto state updating 
• Ensure Jobvite roles match Karat roles

Prerequisites

Before beginning the setup process, you need to have the following user permissions: 

• Admin in the Karat Platform.
• Site Admin in Jobvite.

If you don’t have these user permissions, contact your administrator.

Step 1. Admin menu

1. Sign in to Jobvite.
2. Click on the initials of your name in the top right corner.
   1. Click  Admin.

1. Click  Configurations.
2. Click View Custom Fields.

Step 2. Add custom requisition fields

1. On the Requisition tab, click Add Custom Field.

a. Add a role field

1.  Fill out the custom field information:
   1. Field Name: Copy and paste   Karat Assessment Role . The Field code will be automatically fill up.
   2. Type: Select Drop-down list.
   3. You can leave the rest of the field in blank.
   4. Click Save.

Important: the Field Name must be exactly Karat Assessment Role.

b. Add a follower field

1. Repeat the previous step, by  clicking Add Custom Field.
2. Fill out the custom field information:
   1. Field Name: Copy and paste Karat Assessment Followers . The Field code will be automatically fill up.
   2. Type: Select CheckBox.
   3. You can leave the rest of the field in blank.
   4. Click Save.

Important: the Field Name must be exactly Karat Assessment Followers.

1. You should now see the 2 custom fields you created in your list.

Step 3. Add custom candidate fields

In the same Edit Custom Fields page, click  Candidate in the left  tabs menu to add custom candidate fields.

1. Click Add Custom Field.  

a. Add a status field

1. Repeat a similar process. Fill out the custom field information:
   1. Field Name: Copy and paste Karat Status . The Field code will be automatically fill up.
   2. Type: Select Text.
   3. You can leave the rest of the field in blank.
   4. Click Save.

Important: the Field Name must be exactly Karat Status.

b. Add a recommendation field

1. Repeat a similar process. Fill out the custom field information:
   1. Field Name: Copy and paste  Karat Recommendation . The Field code will be automatically fill up.
   2. Type: Select Text.
   3. You can leave the rest of the field in blank.
   4. Click Save.

Important: the Field Name must be exactly Karat Recommendation.

c. Add a result field

1. Repeat a similar process. Fill out the custom field information:
   1. Field Name: Copy and paste Karat Result Url . The Field code will be automatically fill up.
   2. Type: Select Hyperlink.
   3. Whitelisted Domain Names: Copy and paste karat.io.
      1. Click Add.
   4. You can leave the rest of the field in blank.
   5. Click Save.

Important: the Field Name must be exactly Karat Recommendation, and the Whitelisted Domain Names must be exactly karat.io.

d. Add a summary field

1. Repeat a similar process. Fill out the custom field information:
   1. Field Name: Copy and paste Karat Summary . The Field code will be automatically fill up.
   2. Type: Select Multi-line Text.
   3. You can leave the rest of the field in blank.
   4. Click Save.

Important: the Field Name must be exactly Karat Recommendation, and the Whitelisted Domain Names must be exactly karat.io.

1. You should now see the 4 custom fields you created at the bottom of your list.
2. Uncheck the check boxes next to each one, under  the  columns Add Candidate, Refer a Friend, and Agency Form, as the image below shows it. 

Step 4. Add Custom Workflow

1. Go to the main Admin menu.
2. Click ATS, in the left sidebar menu.
3. Click View Workflows.

1. Click General (default).

1. Click Add Custom State in the top right.

1. Copy  and paste Karat Assessment into the Candidate State Name field.
2. Click Save.

1. The new Karat Assessment candidate state will be added to the bottom of the list.
2. Click and drag the Karat Assessment state up in your list so that it's placed in the right order of how the states will be used.

Step 5. Add API settings to the Karat Platform

1. Reach out to your Jobvite Support team and ask them to provide you with your API Secret and your API Key.
2. After you receive your API Secret and your API Key, log in to the Karat platform. 
3. Go to Settings.
4. Go to ATS Integrations. 
5. Go to Settings.

1. Add the API Secret and the API Key into each field.
2. Click Save.

Step 6. Contact Karat Team

After you complete the above steps, notify the Karat Support team. The Karat Support Team will work with Jobvite to complete the remaining steps of your integration setup process

After the integration setup is complete, the Karat Support Team will reach back out to you to assist with mapping your Jobvite Stages to the Karat Stages.

Step 7. Using the integration

At this moment your integration for Karat and Jobvite is ready to be used. Read and follow the instructions for the next steps in the following articles:

• Karat + Jobvite: Add the Karat assessment role to your requisitions
• Karat + Jobvite: Invite a candidate to an interview 
• Karat + Jobvite: Receive notifications

Explore some other steps for the Karat and Jobvite ATS integration in the following resources:

• Karat Help Center
• FAQs for ATS integrations