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How-to: Enable the Greenhouse Integration

Nicole TrepanierNicole Trepanier Expensify Team Posts: 497 Expensify Team
edited August 12 in How-to Docs

Connecting with Greenhouse is easy! Just follow the below steps to link your accounts!

  1. Log into Expensify as a Policy admin and navigate to Settings > Policies > Group > [Candidate Policy Name] > Connections > Greenhouse. Choose Connect to Greenhouse and click Sync with Greenhouse.

2. A new page will open. Follow the instructions on this page, using the endpoint url and secret key shown here, to finish connecting with Greenhouse.

3. Create the Web hook - Click the link under Step 1 on the Expensify integration instructions page, or log into your Greenhouse account and navigate to Configure > Dev Center > Web Hooks > Web Hooks.

4. You'll land on a page called Create a New Web Hook.

  • Name your web hook (we suggest Expensify Integration)
  • Choose Candidate or Prospect updated in the When dropdown
  • Input the Endpoint URL and Secret Key shown on the Expensify instructions page
  • Optionally enter an error recipient email
  • Click Create Web hook

5. Create the custom candidate field - Click the link under Step 2 on the Expensify integration instructions page, or log into your Greenhouse account and navigate to Configure > Custom Options > Custom Company Fields > Candidates.

6. Click Add Field at the top of the page

  • Name the field Invite to Expensify (this name is required, although capitalization doesn't matter)
  • Select type Yes/No
  • Click Save

That's it! Your Greenhouse account and Expensify account can now talk to each other.

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