OrgChart Now Help Guide

Greenhouse

Audience

Audience: Administrators Edition: Team, Enterprise, & Premium

Overview

In order to query data from Greenhouse, administrators must follow these steps to link your Greenhouse account.

Greenhouse Configuration

In order to set up your Greenhouse configuration:

  1. Navigate to Configure (the gear icon on the top right) > Dev Center > API Credential Management.

  2. Select "Create New Harvest API Key" and select Copy to copy it to your clipboard.

  3. Set permissions as follows:

userperm.png
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Greenhouse Connector Set Up

To set up the Greenhouse connection to your OrgChart account:

  1. From OrgChart Viewer, click on the More icon, and then select Chart Settings.

    2020-10-01_15-39-55.png
  2. On the Chart Settings: Source page, click the + under the Append Data section.

    2020-10-01_15-40-30.png
  3. From the Append Data Source window, click the Greenhouse icon, and then click Select.

    2020-10-01_15-40-59.png
  4. In the Greenhouse connector section, paste the API token copied in your clipboard, then use the dropdown menu to select the Email Field used in your data.

    2020-10-01_15-41-36.png
  5. Click Save, Refresh, and then Exit.