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Getting started with Teamtailor

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

Note:
Before getting started, ensure you are signed in to your Teamtailor and Oneflow accounts with the same email.

Activate the Oneflow integration in Teamtailor

Before proceeding to this step, check if your oneflow integration is activated in Teamtailor Marketplace

If the Oneflow integration has a checkmark in the top-right corner, you can skip generating an API key and enabling the integration.

If your Oneflow integration is not yet activated:

  1. In Marketplace, click the Oneflow integration and then click Activate.
  2. Now that the Oneflow integration is active, click Go to settings.

Generate Teamtailor API key

Now you need to generate a Teamtailor API key.

  1. In the Oneflow Settings window, click API keys.
  2. In the API keys window, click the New API key button.
  3. In the Name field, type in Oneflow Admin. In the API scope drop-down, select Admin and the check both Read and Write checkboxes. Then click Create.
  4. The new Teamtailor API key is generated! You will need it further during the setup.
    Note:
    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.

    Enable the Teamtailor integration in Oneflow

    Now you have to enable the Teamtailor integration in Oneflow.

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

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

    Authenticate the Oneflow integration in Teamtailor

    The next step is authenticating the Oneflow integration in Teamtailor.

    1. In the Teamtailor application, go to Settings > Oneflow.
    2. In the Oneflow API Token field, enter the Oneflow API token generated earlier.
    3. Specify the email of the Oneflow administrator account in the corresponding field. 
    4. In the Teamtailor API key, select the Oneflow: Admin - Read API key created earlier. 
    5. Click the Update button. 
  6. Your Oneflow integration is now authenticated in Teamtailor!

    Create a Teamtailor template in Oneflow

    Now that all the setup is done, you need to create a contract template in Oneflow that you would like to use in Temtailor. 

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

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 pushed over from Teamtailor to your Oneflow document.

To add a data field to your document template:

  1. In Oneflow, open a document template, click the Edit icon in a form field, and click the drop-down arrow in the data field.
  2. Pick a data field and Save. Fields containing linked data from data fields show the link sign. When you create a document using this template, this field will be pre-populated with the corresponding data field value.
    Click here to learn more about data fields and how to use them! 

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

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