Prerequisites before starting this process:
- You must be a Super Admin in both BreezyHR and in Sapling
- You must be logged into both Sapling and Breezy HR, as you'll be going back and forth between the two during setup
Once you've confirmed your level of access, login to Breezy HR to begin setting up this integration. Here's how:
- Click Settings.
- Click Integrations.
- Copy your Breezy HR API Key to your computer's clipboard
- Paste it into the "API Key" field in Sapling, under "Breezy HR" on the Integrations page:
Next, head back to Breezy HR, and scroll down to the "Sapling" section on the Integrations page.
Copy the Client ID from Sapling and paste it within the second field on the Integration setup in Breezy HR.
You'll want to paste it within the URL, after the equal sign:
Lastly, you'll want to copy your Secret Key from Sapling, into the same popup in Breezy HR and click save.
As part of the integration with Sapling, the following candidate properties are supported:
- First Name
- Last Name
- Email Address
- Job Title
That's it! You should now see new hires flow seamlessly from Breezy HR to Sapling.