ATS and candidate system integrations are in beta. The displayed provider's controls and health state determine what is available. Do not assume every integration supports the same import, sync, or writeback actions.
Before you start
Have access to the provider account and permission to authorize it. Check the active workspace and allow pop-ups: connection opens in a separate tab.
Connect and check the import
- Open Settings → Integrations.
- In ATS & candidate systems, choose the Connect button for your provider and authorize the account in the new tab.
- Return and read the provider's status, summary, and any reconnect reason.
- Check Last successful initial import and the other sync or health timestamps when displayed. Authorization alone does not prove that import succeeded.
- If offered, use Start initial import or Retry initial import, then recheck the import result.
- Under Synced candidate lists, choose View candidates to inspect what was actually imported.
Provider differences
| Provider | Controls to look for |
|---|---|
| HubSpot | Optional Enrich imported candidates with LinkedIn data after the HubSpot import before connection; Candidate fields for an active connection; initial-import start/retry and reconnection. |
| Pipedrive | Initial-import start/retry and reconnection when offered by the current state. |
| Attio | Initial-import recovery and reconnection; a recovery operation may start a repair scan. |
| Zoho CRM | A connection card is offered. Do not assume the same import recovery or field controls as the other providers; check its current state or contact Support. |
Understand synced lists
Speiros keeps synced candidate lists up to date, while Missions keep the candidates selected at launch. New members of a synced list are not automatically added to an already launched Mission.
Disconnecting a system leaves existing candidates and Mission cohorts unchanged. Read the confirmation before using a provider's Disconnect control.
If connection or import fails
If the new tab does not open, allow pop-ups and start connection again. For authentication problems, use the provider's Reconnect control when shown. For import failure, read the reason and use the offered retry control rather than repeatedly reconnecting.
Use Contact Support on the beta banner or contact Support with the provider, visible state, and last successful import time. This is also the route for requesting another recruiting system.
Next, organize candidate lists before preparing a Mission.