Lever Integration Setup

Before you begin

• Lever: Super Admin

• Byteboard: Admin

Enabling the Lever and Byteboard integration

1. Create & Upload Your API keys

• As a Super Admin user in Lever, navigate to Settings —> Integrations and API —> API Credentials

• Click Generate New Key in the Lever API credentials section to create each of the needed API Keys outlined before

a) Create API Key 1 — Initial Setup API Key [in Lever]

1. Make sure to include all of the listed READ and WRITE permissions below to ensure correct integration functionality (by clicking the related checkboxes in the endpoints sections):
• READ Endpoints Permissions
[Setup only] list opportunities: list all opportunities
[Setup only] list opportunity notes: list all notes
[Setup only] list stages: list all stages: /stages
[Required] list archive reasons: list all archive reasons
[Required] read opportunity: read a single opportunity
[Required] read archive reason: read a single archive reason
• WRITE Endpoints Permissions
[Setup only] delete opportunity note: delete a note
[Required] create opportunity note: add a note
Expand here for example screenshot of selecting API Key Permissions

b) Create API Key 2 — Permanent API Key [in Lever]

1. Make sure to include all of the listed READ and WRITE permissions below to ensure correct integration functionality:
• READ Endpoints Permissions
[Required] list archive reasons: list all archive reasons
[Required] read opportunity: read a single opportunity
[Required] read archive reason: read a single archive reason
• WRITE Endpoints Permissions
[Required] create opportunity note: add a note
Expand here for example screenshot of selecting API Key Permissions



 
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Stop and check! Before you fully submit the page to create the Permanent API Key, make sure to copy the full Permanent API Key (screenshot below) and store it in a safe location on your device. You will need to submit the full Permanent API key in your Byteboard portal. *Note that you will not be able to access the full API key again once it’s been created.

• Toggle On the ‘Allow access to confidential data’ if you would like to give this API Key access to confidential job postings, opportunities, and requisitions in your Lever instance. Otherwise, you can leave this toggled Off.

2. Configure Stage Changes and Archive Reasons

a) Configure Stages

1. Click the ‘Configure Stages’ button on the team settings page under the Configure Archive Reasons and State Changes heading.

2. Upload your Setup API key from step 1 and click Submit.
• *Please still keep this key saved for step 2b (Configure Archive Reasons)
• You will then be directed to match your company’s Lever stages to the appropriate Byteboard Stages.

3. Select the Lever Stages that should be mapped to the stages listed below and once an option is selected for each, click Map Stages:
• Byteboard: The stage you would like to send a Byteboard interview at
• i.e., once a candidate is sent to this Stage in Lever, they’ll be sent a Byteboard interview invitation through the Lever integration
• Onsite: The stage after the Byteboard interview in your process
• i.e., the stage that indicates the candidate moved forward in your interview process post Byteboard, even if your org does not label this as “onsite interview”
• Offer: The stage that indicates a candidate received an offer
Expand here for example screenshot of the completed Lever stage mappings



 
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*Note that all three of these stages must be mapped in order for your Lever integration to be successfully completed. Only one value can be selected for each, and a Lever stage can only be mapped to one Byteboard stage.
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If your internal stages do not align with the options presented, please feel free to reach out to Byteboard at CS@byteboard.dev for recommended stage mapping.
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If the stages in your Lever instance change in the future, you can click back into the the ‘Configure Stages’ button on the team settings page, re-enter the Setup API Key (or create a new one), and click Edit to re-map the stages to Byteboard as needed. Once the changes are applied, click Map Stages again to save the new mappings.

b) Configure Archive Reasons

1. Click the ‘Configure Archive Reasons’ button on the team settings page under the Configure Archive Reasons and State Changes heading.

2. Upload your Setup API key from step 1 again and click Submit.
• You will then be directed to match your company’s Lever archive reasons to the appropriate Byteboard Archive Reason.

3. Select the Byteboard Offer Status option that should be mapped to each of the Lever Archive Reasons stages by clicking the arrow next to that Archive Reason and selecting the appropriate value
• E.g., if a candidate is archived in Lever with the reason ‘Underqualified’, you may choose to map that value to the Byteboard ‘Rejected’ value for the candidate’s Offer Status
• Map sure that each of the archive reasons has been mapped (they save automatically once an option is selected) before clicking out of the Lever Archive Reasons page
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*Note that all relevant Archive Reasons must be mapped in order for your Lever integration to be successfully completed. Only one value can be selected for each.
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Your candidates’ Byteboard Offer Status data will begin to populate automatically via the integration for future candidates once they are archived in Lever
Expand here for example screenshot of the completed Lever Archive Reasons mappings

3. Set Up Web Hooks

1. As a Super Admin user in Lever, navigate to Settings —> Integrations and API —> WEBHOOKS:
• You will need the urls from the team settings page under SETUP WEBHOOKS

2. Create one web hook for the Candidate State Change event (leverStageChange)
• A. Toggle on the Candidate State Change event and click + Add webhook
• B. Copy the State Change web hook URL from the Byteboard portal by clicking the Page icon next to it
• C. Paste the Stage Change URL from the Byteboard Team Settings page (step 3 in Lever setup) directly into the Lever URL box
• D. Copy the Signature token for the State Change web hook and store it in a secure place
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*You will need the signature token for this web hook to use in step 5 below

3. Create one web hook for the Candidate Archive State Change event (leverArchiveChange)
• A. Toggle on the Candidate Archive State Change event and click + Add webhook in that section
• B. Copy the Archive Change web hook URL from the Byteboard portal by clicking the page icon next to it
• C. Paste the Archive Change URL from the Byteboard Team Settings page (step 3 in Lever setup) directly into the Lever URL box
• D. Copy the Signature token for the Archive Change web hook and store it in a secure place
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*You will need the signature token for this web hook to use in step 5 below

4. Set Up Byteboard Tags

1. Visit the team settings page of the Byteboard client dashboard to find Your Tags under Lever integration.

2. Add these tags to a candidate record in Lever, starting with a test candidate if you would like.
1. To do so, click the paper icon (copy) next to the desired Byteboard interview type to the right, and paste it as a tag on the candidate record in Lever
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You must ensure that these tags are used for all candidates that you are inviting to take Byteboard through Lever or we cannot identify which interview type to send them. Once you’ve added a tag to at least one candidate in Lever, the tags should auto-populate for future candidates you’d like to invite to the same interview type!
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A candidate must first be tagged BEFORE being moved into the Lever stage that is mapped to Byteboard, or else the Byteboard interview invite won’t send correctly.
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If you add new Byteboard Interview Types to your account at any point, visit the team settings page in your portal to copy over the new tag to Lever for use. Note that these tags are case sensitive and must match exactly how they are in the portal.

5. Upload Your Signing Tokens

1. Follow the instructions here to generate signing tokens and copy them.
• You will need to generate one for each web hook (stage change and archive reason)
• Reference step 3 above (creating the web hooks) to see where you can access the signature tokens and copy them over from in Lever

2. Upload your tokens to the team settings page under Upload Your Signing Tokens:
• Once you’ve copied and pasted the two signature tokens, click Submit to save them

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Note, the portal will indicate once you’ve already submitted your signing tokens!

Testing the Lever Integration

1. Create a test candidate in Lever using the email of your Byteboard representative.
• Using the Byteboard team member’s email address ensures that we can “take the interview” and grade it according to complete the test

2. Apply a tag from the Setup Byteboard Tags section of your Byteboard Team Settings page to the test candidate record in Lever
• *You can use the corresponding tag for any of the Interview Types you have set up in your Byteboard account
• The tag MUST be applied to the candidate before moving on to step 3 below

3. Move the candidate to the Byteboard stage.
• This is the stage in your Lever instance that you mapped to correspond with sending the Byteboard interview invites.

4. Verify that there is a note in the Byteboard stage in the Lever UI indicating that the invite was sent.
*This note will appear on the Lever candidate record — expand below for example image

5. Your Byteboard representative will verify once the test candidate was processed correctly.
• This includes “taking the test interview” and “grading the test interview”

6. Verify that there is a note in the Byteboard stage in the Lever UI with the candidate’s finalization information.
*This note will appear on the Lever candidate record — expand below for example image

7. Move the test candidate to the onsite stage in Lever.
• This should be the stage that was mapped to correspond with Byteboard’s Onsite option for candidate Next Steps

8. Reject the test candidate in Lever.
• Select an Archive Reason that was mapped to a corresponding Offer Status option in your Byteboard portal.

9. Your Byteboard representative will verify that the candidate’s next steps and offer status were updated and set correctly according to the integration configuration.

10. Once the integration test is verified, reach out to your Byteboard representative if you’d like the test candidate record to be removed from your Byteboard portal.

Cleanup [optional]

1. Delete the Setup API Key [recommended, but optional]
• Once your Lever integration setup is complete and your Byteboard representative has verified that everything is working as expected, you can delete the Setup API key in your Lever instance (the key with the setup permissions)
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If the stages in your Lever instance change in the future, click back into the the ‘Configure Stages’ button on the team settings page. If you deleted your original Setup API Key, create a new one following Step 1a above, and submit it to access the View Lever Stages page. Then click Edit at the bottom of the screen to re-map the stages to Byteboard as needed. Once the changes are applied, click Map Stages again to save the new mappings.

How to send a Byteboard Interview invite from Lever

1. Add the tag for the Byteboard Interview Type that you would like the candidate to receive to the candidate record in Lever.
• Byteboard Admins can find and identify the correct tag by going to the Lever Integration section of your Team Settings page, step #4, and copying the related tag name.
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The tag MUST be applied to the candidate before moving on to step 2 below

2. Move the candidate into the Lever Stage configured for Byteboard.
• This is the action that sends the invite
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*Note that if you have not yet added a tag, no invite will be sent.

3. Confirm that a Note has been added to the candidate in Lever indicating that the invite has been sent .
• You can also confirm directly from client.byteboard.dev/ by checking for the candidate in the Candidates tab —> Invited candidates.