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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.

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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”. It is also possible to determine if you have a Loxo-hosted job board. Just look for the company name at the end of the URL. For example, https://app.loxo.co/metaview would mean the agency slug is metaview 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/ If your organisation does not have a custom domain then leave this field blank Image 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.

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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 Loxo. Your Loxo API key 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.
Required
  • People
  • Users
  • Jobs, job candidates and job details
  • Schedule items
  • Scorecards and scorecard templates
  • Workflow stages
  • Activity types and source types
  • Education and custom-field definitions
Optional
  • Create a person
  • Write person events and notes
  • Change a person’s stage, or reject them
  • Link a person to a job
  • Write custom fields, profile image, education and source type
  • Read resume files
Loxo API keys are account-wide and have no individually selectable permissions, so the optional access above is granted by the same key. It is only exercised when you use the optional features it covers.

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Features

Integrating your Loxo 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 and links from Metaview back to Loxo
    • You can also post Notes with custom activities. Activity types are synced from Loxo, and the default is “Interview Note”. If you want to turn on custom activities for your Loxo instance, please reach out to us
  • Use Sourcing to search through your CRM for potential candidates
  • Add new candidates to your CRM that have been sourced
When a call was scheduled through Loxo or was matched to data in Loxo, you will see the CRM logo in Metaview. Click on the``Loxo logo go to the matched entry in your CRM.

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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 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 details.
Please note that Metaview will not backfill data if you update information in your CRM after your call.
If you believe that a Metaview call was not matched or was incorrectly matched to your CRM data, please reach out to us 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 CRM.

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Disconnect your Loxo integration

You can disable your Metaview integration directly from within your Metaview account under Settings →Integrations then select Disconnect Loxo. 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.