Gem ATS Integration Set-up

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About the integration

Juicebox’s integration with Gem allows you to:

1. Export Profiles to Gem: Save profiles directly into Gem, 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 Gem Jobs to Juicebox
   1. Import Job Descriptions: Import a job description from Gem 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 Gem: View profiles already in Gem 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 Gem integration

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

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Export profiles to Gem

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

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View profiles already in Gem

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

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Connect Gem to Juicebox

1. Navigate to the Integrations tab on the Juicebox platform.
2. Select Gem and click Activate. You can also use the search bar at the top.
3. In Gem, click on your profile in the bottom left corner and go to Admin Settings.
   
4. Go to the Integrations tab, scroll down to Third party applications and click Add integration.
   
5. Select the company that you want to integrate with and click Add integration.
   
6. Copy the Shareable access key and paste it into the connection pop-up.
   
   

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Add a new source

This step only needs to be completed if it is shown in your connection pop-up.

1. In Gem, click on your profile in the bottom left corner and go to Admin Settings.
2. Go to the Gem ATS tab, click Applications and expand the Sources list. Then click New source.
   
3. Copy the Source name from the connection pop-up.
   
4. Paste it into Gem and select Other as the source type. Then click Save.
   

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Tracking URL

This step only needs to be completed if it is shown in your connection pop-up.

1. In Gem, click on your profile in the bottom left corner and go to Admin Settings.
2. Go to the Gem ATS tab, click Job boards & posts and expand the Tracking link section. Then click Create tracking link.
   
3. Select the same source you created above and click Create link.
   
4. Copy the link and paste it into the connection pop-up.
   

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Choose a user for actions

Every action executed in Gem, like adding a comment, uploading a CV, or moving an application to another stage, is attributed to a user. Select the responsible user in the connection pop-up. Optionally, you can create a new user in Gem just for this purpose. 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 Gem 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.