Getting started with Teamtailor

The Oneflow integration with Teamtailor is configured by an administrator and consists of five main steps outlined in this article.

BEFORE GETTING STARTED

Ensure you are signed in to your Teamtailor and Oneflow accounts with the same email and have administrative privileges.

1. Enable the Teamtailor integration in Oneflow

In Oneflow, go to Marketplace, click on Teamtailor then click on Enable.

Enable Teamtailor in Oneflow Marketplace

When the Teamtailor integration is enabled, the Oneflow system generates an API token. You will need this to connect your Oneflow and Teamtailor accounts. Copy the token and securely save it for future use.

INFORMATION

This API token is shown only once. If your token is missing, disable the integration and enable it again to get a new API Token.

2. Activate the Oneflow integration in Teamtailor

NOTE

Ensure that the Oneflow integration is activated in the Teamtailor Marketplace.
If the Oneflow integration has a checkmark in the top-right corner, you can skip enabling the integration.

Check for Oneflow activation in Teamtailor

If the Oneflow integration in Teamtailor is not yet activated:

In the Teamtailor Marketplace, click on the Oneflow integration and then click Activate.

Now that the Oneflow integration is active, click Go to settings to proceed.

3. Generate a Teamtailor API key

Now you need to generate a Teamtailor API key.

In Teamtailor, navigate to Settings, then click on API keys.
In the API keys window, click the New API key button.

In the Name field, type in Oneflow Admin. In the API scope drop-down, select Admin and check both Read and Write. Then click Create.
The new Teamtailor API key is generated! Securely save the API key (you will need it to proceed with the setup).

INFORMATION

If you want the candidate data from Oneflow to sync back to Teamtailor, check both Read and Write checkboxes while creating an API key. Check out the Partner: Oneflow Sync article for more information.

4. Authenticate the Oneflow integration in Teamtailor

The next step is authenticating the Oneflow integration in Teamtailor.

In Teamtailor, go to Settings > Integrations > Oneflow.
In the Oneflow API Token field, enter the Oneflow API token generated earlier.
Specify the email of the Oneflow administrator account in the corresponding field.
In the Teamtailor API key field, select the Oneflow Admin API key created earlier.
Click the Update button.

Authenticate Oneflow in Teamtailor settings

Your Oneflow integration is now authenticated in Teamtailor!

5. Create a template in Oneflow

You will need to create a contract template in Oneflow to use in Teamtailor.

In the Oneflow application, select your Workspace and go to Templates. Click Create template.
Specify the template name, add necessary fields to the template body, and save it. Then, in the template settings, open the Template group drop-down and select Teamtailor Contract Template.

Select Teamtailor Contract Template group

NOTE

You must specify this template group separately for every document template you will use for creating documents in Teamtailor.

Add data fields to a contract template

Once you have your template group set, you can create data fields for the information that should be automatically transferred from Teamtailor to your Oneflow document.

To add a data field to your document template:

In Oneflow, open a document template, click the Edit icon in a form field, and click the drop-down arrow in the data field.

Pick a data field and Save. Fields containing linked data show the link sign. When you create a document using this template, this field will be pre-populated with the corresponding value. Click here to learn more about data fields and how to use them.

You’re all set! Now, let’s create some contracts.