Welcome to our detailed guide on connecting your Carerix account with HireData. This tutorial is designed to be user-friendly and efficient, helping you to leverage the full potential of Carerix within your HireData automations. For a visual guide, be sure to watch our step-by-step video.
Step 1: Navigating to the Carerix App
Step 1: Navigating to the Carerix App
Begin by navigating to the app section within HireData. Here, you'll find the option to integrate with Carerix. This initial step is simple yet fundamental for the integration process.
Step 2: Configuring your Carerix environment
Step 2: Configuring your Carerix environment
In order to connect your Carerix and HireData environments, you need (a) to activate webhooks (see: step 2.1), and (c) set up a client (see: step 2.2) in order to get a (I) Client ID and (II) Client Secret for your Carerix environment. Please follow the steps below to obtain those:
Step 2.1: Activating webhooks
Step 2.1: Activating webhooks
First, you need to activate webhooks for your Carerix environment. This is done by sending a support ticket to Carerix. Once webhooks are activated, you can proceed to the next step. Before activating webhooks, some scopes that are needed will not be available yet.
Step 2.2: Setting up a Confidential Client
Step 2.2: Setting up a Confidential Client
Third, head over to your Carerix environment, navigate to [Maintenance] > [Identity Management] > [Clients], and click on the [New] > [Confidential] link. Then, fill in the following values:
Name:
HireDataCode:
urn:hiredata/hiredataDefault scopes:
urn:cx/cx5Acl:data:manageurn:cx/cx5Wrapper:data:manageurn:cx/webhooks:data:manage
Permissions:
Click [Add] and search for
WebhooksConfigure permissions as follows:
create:
ondelete:
ownerread:
allupdate:
owner
Last but not least, click "Save". Don't forget to save your Client ID and Client Secret - especially the latter - since you'll only be shown these values once for security reasons. If you don't save them, you'll have to redo this step.
2.2.1: Create a Confidential Client within Carerix
2.2.2: Configure your Confidential Client within Carerix
2.2.3: Copy your Client ID and Client Secret
Step 3: Creating a New Connection
Step 3: Creating a New Connection
Click on [+ New Connection] and enter the required Carerix details: your tenant (customer name or sub domain), Client ID, Client Secret, and API Key. If you don't have a Client ID, Client Secret, and/or API Key yet, please get in touch with your account manager at Carerix or contact Carerix' support team.
3.1: Click [+ New Connection] and start connecting your Carerix
3.2: Provide your tenant (no capitals), client ID, and client secret to set up a new connection
Step 4: Carerix Connected!
Step 4: Carerix Connected!
After you've clicked "Connect", you've finished setting up the connection between Carerix and HireData. When it's the first time you've set up this connection, HireData might need a few minutes to sync data from your Carerix database. After that, you're all set to set up your first Carerix automation in HireData. Please check out the tutorial for a full step-by-step guide on how to set up the connection:
Next step: Creating a Carerix Automation in HireData
Now that you've set up the connection with Carerix, let's create your first Carerix automation within HireData.