SmartSync - Intelligent Syncing of Candidate Data from Oneflow to Teamtailor

Angelica Angelis
Angelica Angelis
  • Updated

The integration between Teamtailor and Oneflow has been updated to allow for bidirectional data flow.

Previously, data only flowed from Teamtailor to Oneflow, which meant you populated contracts with a candidate's default or custom fields.

With the latest update, you can now enter information into a Oneflow contract, and this information will be sent back to Teamtailor.

This means that the integration is now more seamless, and you can easily manage data in both Teamtailor and Oneflow.

Setting up SmartSync

To enable this feature, follow the steps below.

In Oneflow:

  1. Log in as an administrator and go to Marketplace > click on Webhooks.
  2. Create a new webhook and paste the URL: https://an1md697q3.execute-api.eu-west-1.amazonaws.com/production/results
Creating a webhook in Oneflow

In Teamtailor:

  1. Go to Settings and select API keys under the Integrations section.
  2. Create a new API key with Admin Read/Write permissions.
  3. Navigate to Settings again, then go to the Marketplace and select Oneflow from your list of activated integrations.
  4. Choose the new Teamtailor API key from the drop-down menu and add it.
Adding Teamtailor API key to Oneflow settings

Once the setup is done, there are two methods you can follow to achieve the SmartSync functionality:

Method 1 - Syncing custom fields that already contain values

  1. In Teamtailor, find a candidate with a pre-filled custom field that is already mapped to a Oneflow data field.
Pre-filled custom field in Teamtailor
  1. Send this custom field to Oneflow when creating a contract.
Custom field data in Oneflow contract
  1. If you modify this field in the Oneflow contract, the corresponding field in Teamtailor will also be updated accordingly.
Modified field in Oneflow
Updated field in Teamtailor

Method 2 - Sync an empty custom field

  1. Add an empty custom field to a Oneflow contract template during the setup process.
  2. Once a participant adds a value to this field in the contract, it will be updated in the Teamtailor candidate card as well.

From now on, any time a participant modifies a contract, the corresponding fields in Teamtailor will be automatically updated.

NOTE

Once all parties have signed a contract, the contract attachment will appear on the candidate card.

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