Importing from Greenhouse

Learn how to import job positions from your Greenhouse ATS and convert them into Ozzi.ai targets for more efficient LinkedIn recruiting. This step-by-step guide will walk you through the entire process.

What is Greenhouse Integration?

Greenhouse integration allows you to:

  • Import job positions: Pull open positions from your Greenhouse ATS
  • Convert to targets: Automatically create Ozzi.ai targets from job postings
  • Select specific jobs: Choose which positions to import
  • Streamline workflow: Eliminate manual target creation

Prerequisites

Before you begin, ensure you have:

  • Greenhouse Organization ID: Your Greenhouse organization identifier
  • Ozzi.ai account: Active Ozzi.ai account with target creation permissions
  • Job positions: Active job postings in Greenhouse that you want to recruit for

Step 1: Import from Greenhouse

Access Import Feature

  1. Open Ozzi.ai: Go to your Ozzi.ai dashboard
  2. Create New Target: Click “Create New Target”
  3. Select Import Target: Choose “Import Target” option
  4. Choose Greenhouse: Select “Greenhouse” as the source

Provide Organization ID

  1. Enter Organization ID: Input your Greenhouse Organization ID (e.g., “example-org”)
  2. Click Import: Start the import process
  3. Review Jobs: Ozzi will display all open positions from your Greenhouse account
  4. Select Positions: Choose which jobs you want to import as targets

Step 2: Select Jobs to Import

Review Available Positions

  1. View All Jobs: See all open positions from your Greenhouse account
  2. Job Details: Each job shows title, department, location, and description
  3. Select Positions: Choose which jobs you want to import as targets
  4. Import Options: You can import all jobs or select specific ones

What Gets Imported

For each selected job, Ozzi will import:

Job Information:

  • Job title
  • Department (if available)
  • Location (if available)
  • Job description

Requirements:

  • Required skills and qualifications
  • Experience level
  • Education requirements
  • Any additional requirements

Step 3: Complete Import

Review Selected Jobs

Before importing, review your selection:

  1. Check Job Titles: Ensure they’re the positions you want to recruit for
  2. Verify Details: Confirm job descriptions and requirements
  3. Review Locations: Check location information is accurate
  4. Confirm Selection: Make sure you’ve selected the right jobs

Execute Import

  1. Click Import Selected: Start the import process for chosen jobs
  2. Monitor Progress: Watch the import status
  3. Review Results: Check for any errors or warnings
  4. Confirm Success: Verify targets were created correctly

Step 4: Review and Customize Targets

Generated Targets

After import, you’ll see:

  • New Target List: All selected positions as targets
  • Default Configurations: Basic settings applied automatically
  • Ready for Customization: Targets ready for refinement

Customization Options

Message Configuration:

  • Tone: Set professional, friendly, or casual tone
  • Length: Choose short, medium, or detailed messages
  • Focus Areas: Select skills, experience, or culture focus
  • Call-to-Action: Define what you want candidates to do

Target Refinement:

  • Skill Weighting: Adjust importance of different skills
  • Experience Requirements: Fine-tune experience criteria
  • Location Preferences: Add remote work options
  • Company Culture: Add cultural fit requirements

Step 5: Activate and Test Targets

Activate Targets

  1. Review Settings: Double-check all configurations
  2. Test Messages: Generate sample messages for each target
  3. Activate: Enable targets for use in LinkedIn recruiting
  4. Monitor Performance: Track response rates and success

Testing Process

Message Quality Test:

  1. Generate messages for sample candidates
  2. Review personalization quality
  3. Check message length and tone
  4. Verify call-to-action effectiveness

Target Accuracy Test:

  1. Test with real LinkedIn profiles
  2. Verify candidate matching
  3. Check skill alignment
  4. Confirm location filtering

Managing Imported Targets

Target Organization

Organize your imported targets:

By Department:

  • Engineering targets
  • Product targets
  • Sales targets
  • Marketing targets

By Priority:

  • High priority (urgent hires)
  • Medium priority (planned hires)
  • Low priority (future planning)

By Location:

  • Local office targets
  • Remote work targets
  • Relocation targets

Target Updates

Keep targets current:

Manual Updates:

  • Update targets when job requirements change
  • Modify targets based on market feedback
  • Adjust targets for new hiring needs
  • Archive targets for closed positions

Best Practices

Import Preparation

Before Importing:

  • Clean up job descriptions in Greenhouse
  • Standardize skill requirements
  • Verify location information
  • Update compensation ranges

During Import:

  • Review all job details carefully
  • Test with a few positions first
  • Validate generated targets
  • Customize message settings

Target Optimization

After Import:

  • Customize message tone for your company
  • Add company-specific selling points
  • Refine skill requirements based on market
  • Test and optimize based on results

Ongoing Management:

  • Regular performance reviews
  • Update targets based on feedback
  • Monitor market changes
  • Optimize based on success rates

Troubleshooting

Common Import Issues

Organization ID Problems:

  • Issue: Can’t find jobs with provided Organization ID
  • Solution: Verify your Greenhouse Organization ID is correct

Import Errors:

  • Issue: Jobs not importing properly
  • Solution: Check that jobs are active and publicly accessible

Data Quality Issues:

  • Issue: Poor quality imported data
  • Solution: Clean up job descriptions in Greenhouse

Selection Problems:

  • Issue: Can’t select specific jobs
  • Solution: Try refreshing the job list

Getting Help

Documentation:

  • Review Greenhouse Organization ID documentation
  • Check Ozzi.ai integration guides
  • Consult troubleshooting resources

Support:

  • Contact Ozzi.ai support for technical issues
  • Reach out to Greenhouse support for ATS issues
  • Check community forums for solutions

Advanced Features

Advanced features such as bulk operations, custom mappings, and automation will be available in future updates.

What’s Next?

Integration Benefits

Time Savings

  • Automated target creation: No manual setup required
  • Bulk import capabilities: Import multiple positions quickly
  • Streamlined workflow: Reduce manual data entry
  • Quick selection: Choose which jobs to import

Quality Improvements

  • Consistent data: Standardized target information
  • Accurate requirements: Direct from job postings
  • Reduced errors: Eliminate manual transcription mistakes
  • Job-specific targeting: Targets match actual job requirements

Efficiency Gains

  • Faster setup: Quick target creation from existing data
  • Better organization: Structured target management
  • Improved tracking: Link targets to specific job positions
  • Enhanced reporting: Track performance by job position
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