How do I set up the integration between Refapp and SmartRecruiters?

This guide will go through how to integrate Refapp with SmartRecruiters.

To be able to set up the integration, you need to have administrative access to both Refapp and SmartRecruiters.

Enable the integration

Go to Settings -> Administration -> Apps & Integrations and locate Refapp in the list. Click Refapp to show the integration configuration page for Refapp. Click Connect and then Allow and Continue.

You will now be taken to Refapp, where you finalise the integration setup by clicking Connect, after which you are redirected back to SmartRecruiters.

Configuring Refapp for SmartRecruiters

The SmartRecruiters integration uses Project Templates for reference check settings. To read more on how to set up and use project templates with an ATS-system, follow this guide.

Configuring SmartRecruiters for Refapp

The preferred setup is to add a Job Field that contains the names of the Refapp project templates you want to choose from and then connect that field to the integration settings.

Start by going to Settings -> Configuration -> Job Fields. Press Add field. Name the field "Refapp Template" and add your project template names by adding them as a value.

After you save, go to the configuration page for the Refapp integration and match the added job field to the Partner field named Refapp Template. Once this has been set up, you can assign the appropriate project template on a job level.

Decide who should be responsible for reference checks: 

When using the integration, the default settings will connect all members of the Hiring Team in SmartRecruiters to the process in Refapp. This requires that all members need to have a white-listed email domain in Refapp to be able to use the integration. 

If only your Recruiters or some of your users in SmartRecruiter should be able to activate Reference checks via the integration follow the steps below to enable that in Refapp. 

1. Log in to Refapp 

2. Navigate to the Company Settings and the Integration tab

3. Activate the toggle "Do not automatically invite new users found in the ATS data"

Now only the users who are invited to Refapp and have activated their Refapp account will be able to activate the reference check via SmartRecruiter.