> ## Documentation Index
> Fetch the complete documentation index at: https://docs.juicebox.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Ashby Integration Set-up

> Enable the two-way integration between Ashby and Juicebox.

<Note>
  This process must be completed by a Juicebox Admin. To check who your Juicebox admin is, click your profile icon in the bottom left corner and select **Organization**.
</Note>

## Using the integration

Juicebox's integration with Ashby allows you to:

1. **Export Profiles to Ashby**: Save profiles directly into Ashby, including contact details, current company and job, profile URLs, source, and more.
   1. **\[Configurable] Auto-Export:** Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including: After Shortlist, After Outreach \[default], After Interested Response
2. **Rediscover Talent**: Filter for and view profiles already in Ashby within Juicebox, including filtering by tags, jobs, and stage. Learn more about [Talent Rediscovery](/talent-rediscovery).
3. **Link Ashby Jobs to Juicebox**
   1. **Import Job Descriptions**: Import a job description from Ashby into Juicebox to automatically kick off a search using the job description.
   2. **Simplify Exports:** When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details [here](/projects).
4. **View Profile in Ashby**: View profiles already in Ashby within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.

### Start a project via the Ashby integration

Open the projects page and select **Import Job from ATS / CRM**. You will then see your Ashby jobs and can select the corresponding option.

<Frame>
  <img src="https://mintcdn.com/juicebox-16ef85b6/1hmL8rIjkdKUkRoM/images/help/ats-setup/ashby-import-job.png?fit=max&auto=format&n=1hmL8rIjkdKUkRoM&q=85&s=f17369e263b4d39ee4e86afb7f14e4ba" alt="Linking a new project to an Ashby job and selecting a synced job description" width="2018" height="1304" data-path="images/help/ats-setup/ashby-import-job.png" />
</Frame>

### Export profiles to Ashby

Follow the regular [export](/exports) steps and select **Export to Ashby** on either an individual profile or a bulk export. After exporting to Ashby, you will see the profile created in your Ashby account.

#### Sourcing tags

Juicebox tags each candidate it exports to Ashby with who sourced them:

| Tag | Applied when |
| - | - |
| `Juicebox-Agent` | A Juicebox Agent sourced the candidate. For example, the Agent found or previewed the profile, or started the export. |
| `Juicebox-Recruiter` | A recruiter sourced the candidate in Juicebox. |

Tags apply to manual exports, auto-exports, and exports from sequences, shortlists, and Slack. Use them in Ashby to filter candidates or report on Agent-sourced versus recruiter-sourced hires.

<Note>
  Sourcing tags require the **Hiring Process Metadata: Write** permission on your Ashby API key. Without it, exports still succeed, but Juicebox doesn't tag the candidates.
</Note>

### View profiles already in Ashby

Juicebox will tag profiles that already exist in Ashby. You will see the last modified date, as well as the option to view the profile directly in Ashby by selecting the **View in ATS** button.

<Frame>
  <img src="https://mintcdn.com/juicebox-16ef85b6/1hmL8rIjkdKUkRoM/images/help/ats-setup/ashby-tagged-profiles.png?fit=max&auto=format&n=1hmL8rIjkdKUkRoM&q=85&s=2f102d21fa3b4ae14c78a46a35b7eccc" alt="Profiles tagged with the Ashby icon in search results" width="2934" height="790" data-path="images/help/ats-setup/ashby-tagged-profiles.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/juicebox-16ef85b6/1hmL8rIjkdKUkRoM/images/help/ats-setup/ashby-expanded-profile.png?fit=max&auto=format&n=1hmL8rIjkdKUkRoM&q=85&s=00f236b3107a94c81ade10b9d909a924" alt="Candidate in Ashby panel on a profile with the View in ATS button" width="888" height="1142" data-path="images/help/ats-setup/ashby-expanded-profile.png" />
</Frame>

## Setting up the integration

1. To connect Juicebox with Ashby, open the **Integrations** tab on the left-hand side of the Juicebox platform.

   <Frame>
     <img src="https://mintcdn.com/juicebox-16ef85b6/WwXVsk6uIHT3ThU-/images/help/ats-setup/ashby-integrations-tab.png?fit=max&auto=format&n=WwXVsk6uIHT3ThU-&q=85&s=59c992377ce72f94dccb4f71921f0e68" alt="Integrations tab highlighted in the left-hand navigation" width="1714" height="965" data-path="images/help/ats-setup/ashby-integrations-tab.png" />
   </Frame>

2. Select **Ashby** and select **Connect Ashby**. You can also use the search bar at the top.

   <Frame>
     <img src="https://mintcdn.com/juicebox-16ef85b6/WwXVsk6uIHT3ThU-/images/help/ats-setup/ashby-connect-tile.png?fit=max&auto=format&n=WwXVsk6uIHT3ThU-&q=85&s=ecead278d2e0b08c1c2fcdaf3c0f3f9d" alt="Connect Ashby button on the Ashby tile in the Integrations page" width="1714" height="965" data-path="images/help/ats-setup/ashby-connect-tile.png" />
   </Frame>

3. Follow the steps detailed in [this video](https://tella.video/ashby-integration-demo-2024-1-20j6):

   <img src="https://mintcdn.com/juicebox-16ef85b6/z2DaxRpsSF52c1V5/images/help/ats-setup/ashby-5.png?fit=max&auto=format&n=z2DaxRpsSF52c1V5&q=85&s=11db65c6b5fff1a6cf616d3623156d51" alt="Ashby integration demo" width="1600" height="905" data-path="images/help/ats-setup/ashby-5.png" />

4. When you create the API key in Ashby, turn on the permissions shown below.

   <Frame>
     <img src="https://mintcdn.com/juicebox-16ef85b6/Npe4ga85u-L645n8/images/help/ats-setup/ashby-api-scopes-1.png?fit=max&auto=format&n=Npe4ga85u-L645n8&q=85&s=c6b029b22ee29aa3f800cc854588437f" alt="API Scopes step of the Create an API Credential modal in Ashby with the required Read and Write permissions selected" width="1634" height="2224" data-path="images/help/ats-setup/ashby-api-scopes-1.png" />
   </Frame>

   **API Keys: Read** lets Juicebox check which permissions your key has. **Hiring Process Metadata: Write** is required for [sourcing tags](#sourcing-tags). To link intakes to Ashby jobs, also turn on **Allow access to non-offer private fields**.

5. After you have signed in, the window will close and you will be redirected to Juicebox. Refresh your page. If successful, you will see a green **Connected** button.

   <Frame>
     <img src="https://mintcdn.com/juicebox-16ef85b6/1hmL8rIjkdKUkRoM/images/help/ats-setup/ashby-connected.png?fit=max&auto=format&n=1hmL8rIjkdKUkRoM&q=85&s=1b7cb79fd201dac90f9d525cff841786" alt="Ashby tile showing the green Connected status" width="1714" height="965" data-path="images/help/ats-setup/ashby-connected.png" />
   </Frame>

Congratulations! You have successfully integrated Ashby and Juicebox.

<Note>
  It may take a few minutes for all data to sync between Juicebox and Ashby. Wait up to 10 minutes to ensure all data has been synced.
</Note>

## Check your API key permissions

After you connect Ashby, Juicebox checks your API key's permissions each time you open the **Integrations** page. If something is missing, the Ashby card shows a warning instead of the plain **Connected** status:

* **N limited**: The key is missing permissions that N Juicebox features need.
* **Check permissions**: Juicebox can't read the key's permissions, usually because **API Keys: Read** is off.

Select the warning to open the **Ashby permissions** modal. It has two tabs:

* **By feature**: Lists each Juicebox feature as **Available**, **Limited**, or **Unknown**, with the permissions it's missing.
* **Ashby checklist**: Shows a Read/Write grid for each Ashby module and marks the permissions to turn on.

### Fix missing permissions

You don't need to reconnect Ashby. An Ashby admin can add the missing permissions to the existing key:

1. In Ashby, open **Admin → Integrations → API Credentials**.
2. Edit the key you connected to Juicebox. The modal shows the key's name when Juicebox can read it.
3. Turn on the permissions marked in the checklist, then select **Save**.
4. Return to the **Ashby permissions** modal in Juicebox and select **Check again**.

<Note>
  Only Ashby admins can edit API keys. If you aren't an Ashby admin, send these steps to one. Juicebox can't check the **Allow access to non-offer private fields** setting, so confirm it manually if you link intakes to Ashby jobs.
</Note>

## Support

For an overview of all integration features, see [ATS Integrations](/ats-integrations). If you're facing any issues with your integration, contact our support team at [support@juicebox.ai](mailto:support@juicebox.ai).
