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ATS Integrations
Loxo

Loxo

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

Connect Loxo to Metaview

Before beginning, determine your agency slug - this is easiest done by contacting Loxo Support: support@loxo.co and asking them for your "Agency slug".

1. Navigate to Settings -> API Keys

You can navigate to settings by clicking the user avatar in the bottom left of the screen, and then clicking settings. On the menu, find API Keys (near the bottom), and select it. API Keys will only be available to you if you are on an admin account.

2. Generate new API Key

Once on the API Keys page, select the + Add button in the top right. At this point, you'll have a chance to copy the token. Ensure you have done so before quitting this dialog as this is the only opportunity to see the token - otherwise you will have to generate a new one!

3. Enter you Loxo token in Metaview

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

4. Enter your agency slug

On the same page, fill in your agency slug, which you should have received from Loxo Support.

5. Enter your agency ID

On the same page, fill in your agency ID. This is a number and can be found by going to your Loxo account, and copying the numbers directly after agency/ in the URL. For example, if the URL was https://app.loxo.co/agencies/12345/people the agency ID would be 12345.

6. (Optional) Enter your custom domain

Some organisations will have a custom domain on Loxo. This can be found in the URL of you loxo account - copy the URL from https to loxo.co into the custom domain field. For example, with a URL of https://metaview.app.loxo.co/agencies/12345/people you should enter https://metaview.app.loxo.co/

After entering all the above details, click the Test API Key button - if you have entered your details correctly the tests should pass, and you will be able to confirm your Metaview - Loxo integration.

Features

Integrating your Loxo ATS to Metaview unlocks the following features:

  • directly from ATS

  • Employees sync

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

  • Ability to send AI-generated notes, TLDRs and links from Metaview back to Loxo

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

Troubleshooting

When a call was not scheduled through Loxo, 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.