Connect Ezekia to Metaview
1. Navigate to Settings -> Integrations -> API Tokens You can navigate to integrations by bringing up the side menu, clicking Settings and then Integrations on the left menu. Then select the API Tokens tab at the top. 2. Generate new API Token Once on the API Tokens page, selectGenerate new token. Name the token “Metaview”, select No Expiry for expiration, enter a username which has Admin permissions and then click Save. 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. Share Ezekia token with Metaview
Navigate to https://my.metaview.app/?settings=ezekia. If you haven’t previously signed in to Metaview, you will be prompted to do so. Enter the API key into the corresponding field.
Permissions
Metaview uses this access to match your calls to the right candidate and role, enrich candidate profiles, keep your team in sync, and write Notes and other Metaview information back to Ezekia. Your Ezekia API token authorizes this connection as a whole — there are no individual permissions for you to select. This is a direct connection — no third-party integration partner is involved. Anything under Optional is only used by an individual feature — without it, the core integration still works.View list of permissions
View list of permissions
Required
- Meetings
- Candidates
- Users
- Projects
- Clients and companies
- Custom fields
- Write notes
- Create a candidate
- Write profile image, positions, education and languages
- Write project membership and status
- Write custom fields
- Read note tags, statuses and documents
The token is created against a named Ezekia admin user and inherits that user’s access — it can never see more than the user it was created for.
Features
Integrating your Ezekia CRM to Metaview unlocks the following features:- Automatic scheduling directly from your CRM
- Employees sync
- Data enrichment of candidate profile (e.g. name, job title, stage, location, CV)
- Ability to send Notes from Metaview back to Ezekia
- Use Sourcing to search through your CRM for potential candidates
- Add new candidates to your CRM that have been sourced
on the``Ezekia logo go to the matched entry in your CRM.
Troubleshooting
When a call was not scheduled through Ezekia, Metaview will still attempt to match your calls scheduled by other means to relevant entries in your CRM. The most common reasons why this doesn’t happen automatically are:- Call or candidate is missing in the CRM
- Duplicate calls or candidates in the CRM
- Data mismatch between Metaview invite and information in your CRM (e.g. wrong participants, missing participant, wrong candidate)
- Insufficient information to match call or candidate (often occurs when using Inviting to an ongoing call or Upload recordings options)
- The meeting type is NOT set to Job interview or Debrief. Please see Call details for more information.
Disconnect your Ezekia integration
You can disable your Metaview integration directly from within your Metaview account underSettings →Integrations then select Disconnect Ezekia.
This immediately disconnects Metaview from your CRM data. Please note however that any calls that have already been scheduled may still go ahead. Please see Disabling Metaview for details on how to also make sure that the Notetaker bot doesn’t join any future calls.