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Lever [ATS] Juicebox Integration set-up
Lever [ATS] Juicebox Integration set-up

Enable the integration between Lever and Juicebox

Updated over a week ago

Setting up the Juicebox (PeopleGPT) Integration

  • To connect Juicebox with Lever, open the “Integrations” tab on the left hand side of the Juicebox platform.

  • Then, select Lever and click “Activate”. You can also use the search bar at the top.

  • You will see a pop-up modal asking to activate your integration. We recommend the pre-selected option, “Use my Lever credentials”

  • Select “Use my Lever Data” to link your production account. You can also link a sandbox to test.

  • Confirm the scopes your integration uses and select “Continue”

  • A pop-up will open asking you to sign in to your Lever account. Please ensure you login to a Lever Admin account.

  • You can confirm the requested scopes within Lever.

  • After you have signed in, the window will close and you will be redirected to Juicebox. Please refresh your page. If successful, you will see a green “Connected” button appearing.

Congratulations! You have successfully integrated Lever and Juicebox.

Please note that it may take a few minutes for all data to sync between Juicebox and Lever. Wait up to 10 minutes to ensure all data has been synced.

You can now use integration for three use cases:

  1. Start a Project from a Job: You can import a job from Lever into Juicebox and automatically kick off a search using the JD. More details here.

  2. Export: save profiles directly into Lever, including contact details, experience, resumes, and more. Customizable based on your preferred fields.

  3. Import: view profiles already in Lever within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.

Please scroll down for additional details.

  1. Start a Project via the Lever integration

Open the projects page and select “import Job from ATS / CRM”. You will then see your Lever jobs and can select the corresponding option.

2. Export profiles to Lever

Follow the regular Export steps and select “Export to Lever” on either an individual profile or a bulk export. After exporting to Lever, you will see the profile be created in your Lever account.

3. View profiles already in Lever

Juicebox will tag profiles that already exist in Lever. You will see the last modified date, as well as the option to view the profile directly in Lever by clicking the “View in ATS” button.

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