Breezy HR Integration Set-up

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About the integration

Juicebox’s integration with Breezy HR allows you to:

1. Export Profiles to Breezy HR: Save profiles directly into Breezy HR, including contact details, current company and job, profile URLs, and more.
   1. [Configurable] Auto-Export: Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
   2. Custom Integration Fields: On some plans, integration fields can be customized further based on your preferred fields.
2. Link Breezy HR Jobs to Juicebox
   1. Import Job Descriptions: Import a job description from Breezy HR 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.
3. View Profiles in Breezy HR: View profiles already in Breezy HR within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.

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Start a project via the Breezy HR integration

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

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Export profiles to Breezy HR

Follow the regular export steps and select Export to Breezy HR on either an individual profile or a bulk export. After exporting, you will see the profile created in your Breezy HR account.

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View profiles already in Breezy HR

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

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Before you start

• Your company needs to be on the Custom Pro Plan of Breezy HR for the Breezy HR API to be enabled. This is Breezy HR’s enterprise/custom plan. Contact support@breezyhr.com or your account manager to enable API access if you are already on the Custom Pro Plan.
• You need to be an Admin in Breezy HR. If you are not an Admin, reach out to your administrator or IT department. You know you are an Admin if you can see your Company Settings after clicking the cog in the top left corner.
  
• Recommended: create a new user for the integration in the format integration-juicebox@your-company-domain.com. Breezy HR uses your own login information for integrations. If the connection is set up with a personal admin login and that person leaves the company or loses admin access, the connection fails.

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Create an integration user in Breezy HR

1. Log in to Breezy HR, then click the cog in the top left corner.
   
2. Click Invite Members.
   
3. Enter the email you wish to use for the integration user, set their role to Administrator, and click Invite User(s).
   
4. Verify the email of the user you just created. You enter their email address and password into the connection pop-up in the next section.
   

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Setting up the integration

1. Navigate to the Integrations tab on the Juicebox platform.
2. Select Breezy HR and click Activate. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the integration user’s email address and password when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green Connected button in your Integrations marketplace.

Congratulations! You have successfully integrated Breezy HR and Juicebox.

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Support

For an overview of all integration features, see ATS Integrations. If you’re facing any issues with your integration, contact our support team at support@juicebox.ai.