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Greenhouse Integration Migration – v1/v2 to Harvest v3 (OAuth) API

Instructions on upgrading to Greenhouse's v3 API

Written by Doug Taylor

These instructions are for existing customers who previously integrated Greenhouse Harvest v1 or v2 APIs and need to migrate to the Greenhouse Harvest v3 OAuth API.

Prerequisites

This must be completed by:

  • A Grayscale Admin user, who is also

  • A Greenhouse Admin with the following Developer Permissions:

    • Manage ALL organization's API Credentials

    • Manage and configure webhooks

1 – Deactivate v1/2 Webhooks

In Greenhouse, go to Configure → Dev Center → Webhooks (x2) → Find and Deactivate the following Grayscale Webhooks:

  1. Delete Application

  2. Delete Candidate

  3. Merged Candidate

  4. Candidate Has Changed Stage

  5. Candidate Has Been Hired

  6. Candidate or Prospect Rejected

  7. Candidate Has Submitted Application

  8. Candidate Has Been Unhired

  9. Job Deleted

To verify you're deactivating the right webhooks:

  1. Confirm that the Endpoint URL starts with https://webhooks.grsc.io/...
    ​

  2. Confirm that Associated Partner = None
    ​

2 – Connect to v3

Integration Steps

In Grayscale, go to Settings → Integrations → Greenhouse Integration

  1. Click the Edit credentials button
    ​

  2. Click Next
    ​

  3. Click Connect to Greenhouse
    ​

  4. Enter the email address you use to sign into Greenhouse → click Log in to Greenhouse
    ​

  5. Finish signing into Greenhouse → check Authorize using a service account → click Authorize

    If you do not see the Authorize using a service account option, DO NOT PROCEED – you may not have the appropriate permissions in Greenhouse to complete the connection.

    Reach out to your Greenhouse account admin with the appropriate permissions to complete the connection or to give you the necessary permissions.

    This must be completed by:

    • A Grayscale Admin user, who is also

    • A Greenhouse Admin with the following Developer Permissions:

      • Manage ALL organization's API Credentials

      • Manage and configure webhooks

    1. Note: Checking this creates an org-level service account to own the authorization, so your personal Greenhouse account isn't used for the connection itself
      ​

You're reconnected ✔️

No further action is required.

Validate Paylocity + Grayscale Integration is Connected

Validation Steps:

  1. In Greenhouse, navigate to Configure → Dev Center → click Connected Integrations
    ​

  2. To verify that the v3 webhooks were created successfully in Greenhouse, go to Configure → Dev Center → Webhooks (x2) → look for the following:
    ​

That's it! Your organization is now set to use Greenhouse v3!

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