Lever

Metaview integrates seamlessly with Lever. This makes it possible for Metaview to automatically capture scheduled interviews in Lever so we can provide AI-generated summaries.

Connect Lever to Metaview

To set up a Lever integration, you will need to be a Super Admin of your company's Lever account. The process for completing your integration depends on whether you would like to authenticate with an API key, or with OAuth.

Using an API key

1. Settings > Integrations > API Credentials

Go to the API Credentials tab of Lever's integrations settings page. You can do this by either using this link, or by following the steps in the GIF below.

2. Generate API key

Once in the API Credentials tab of Lever's integrations settings page, under the "Lever API credentials" section, click the "Generate New Key" button.

Note: The "Lever API credentials" section is different to the "Postings API credentials" section.

3. Configure API key

First, give the integration the name "Metaview". Then, copy the API key (string of characters) by clicking on the "Copy" button. The API key will no longer be visible after you've finished the configuration; so, be sure to copy it as you'd need to share it with Metaview shortly.

Finally, under the "Permissions" section, click "Select all read" and "Select all opportunity". Additionally, under the "Write endpoints" subsection, make sure to check:

• "create feedback template"

• "update feedback template"

• "create form template"

• "update form template"

• "create opportunity feedback"

• "create opportunity form"

• "create opportunity note"

These permissions will ensure Metaview can access all the data it needs for enrichment. Once you're sure you've copied the API key, press "Done" to apply the configurations.

4. Share Lever API key with Metaview

Copy the API key, then navigate to https://my.metaview.app/settings/lever. If you haven't previously signed in to Metaview you will be prompted to do so. Enter the API key into the corresponding field.

After saving your changes, the integration process will start. This can take up to 48 hours to complete, and you will be emailed once the integration is successful.

Using OAuth

1. Navigate to Lever settings in Metaview

Navigate to https://my.metaview.app/settings/lever. Switch the toggle to select authentication with OAuth.

2. Select "Authenticate with Lever", and approve the integration

You will be taken to Lever. After signing in, you will be presented with an authorization confirmation question. Click "Accept" to continue and approve the integration.

3. You will be redirected to Metaview

After approving the integration, you will be taken back to Metaview, where the Lever integration will show as "In progress". It can take up to 48 hours for the integration to complete, and you will be emailed once the integration is successful.

Features

Integrating your Lever ATS to Metaview unlocks the following features:

• directly from ATS

• Employees sync

• Ability to view and submit your ATS scorecards from Metaview

• Ability to post your and to ATS with one click

• Automatic enrichment of (e.g. candidate name, job title, stage, location)

• Automatic addition of links to Metaview notes in ATS

• Provide to calls for users with Recruiter and Hiring Manager roles in ATS

When a call was scheduled through Lever or was matched to data in Lever, you will see the ATS logo in Metaview. Click on the Lever logo go to the matched entry in your ATS.

Troubleshooting

When a call was not scheduled through Lever, Metaview will still attempt to match your calls scheduled by other means to relevant entries in your ATS. The most common reasons why this doesn't happen automatically are:

• Call or candidate is missing in the ATS

• Duplicate calls or candidates in the ATS

• Data mismatch between Metaview invite and information in ATS (e.g. wrong participants, missing participant, wrong candidate)

• Insufficient information to match call or candidate (often occurs when using or options)

If you believe that a Metaview call was not matched or was incorrectly matched to your ATS data, please reach out to support@metaview.ai and provide as much data as possible for our team to properly investigate. Please provide specific examples and the relevant IDs (e.g. application ID, candidate ID) from your ATS.