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
- Open Ozzi.ai: Go to your Ozzi.ai dashboard
- Create New Target: Click “Create New Target”
- Select Import Target: Choose “Import Target” option
- Choose Greenhouse: Select “Greenhouse” as the source
Provide Organization ID
- Enter Organization ID: Input your Greenhouse Organization ID (e.g., “example-org”)
- Click Import: Start the import process
- Review Jobs: Ozzi will display all open positions from your Greenhouse account
- Select Positions: Choose which jobs you want to import as targets
Step 2: Select Jobs to Import
Review Available Positions
- View All Jobs: See all open positions from your Greenhouse account
- Job Details: Each job shows title, department, location, and description
- Select Positions: Choose which jobs you want to import as targets
- 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:
- Check Job Titles: Ensure they’re the positions you want to recruit for
- Verify Details: Confirm job descriptions and requirements
- Review Locations: Check location information is accurate
- Confirm Selection: Make sure you’ve selected the right jobs
Execute Import
- Click Import Selected: Start the import process for chosen jobs
- Monitor Progress: Watch the import status
- Review Results: Check for any errors or warnings
- 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
- Review Settings: Double-check all configurations
- Test Messages: Generate sample messages for each target
- Activate: Enable targets for use in LinkedIn recruiting
- Monitor Performance: Track response rates and success
Testing Process
Message Quality Test:
- Generate messages for sample candidates
- Review personalization quality
- Check message length and tone
- Verify call-to-action effectiveness
Target Accuracy Test:
- Test with real LinkedIn profiles
- Verify candidate matching
- Check skill alignment
- 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?
- Learn about Importing from Comeet
- Explore Creating Targets
- Master Target Templates
- Review List Management
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