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Metaview integrates with SmartRecruiters. This enables automatic scheduling of the Metaview Notetaker, enhanced candidate metadata, your Notes added to the candidate’s application, Application Review, and Sourcing — helping your team work more efficiently and make better hiring decisions.

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Connect SmartRecruiters to Metaview

  1. Navigate to SmartRecruiters Apps & Integrations In SmartRecruiters, go to Settings → Apps & Integrations and search for Metaview in the marketplace.
  2. Connect the Metaview integration Click on Metaview and select Connect. You will be redirected to Metaview to complete the connection. The Metaview marketplace app requests a fixed set of permissions, so there is nothing to select or deselect here. See Permissions for the full list.
  3. Authorize the connection in Metaview If you’re not already logged in, you’ll be prompted to sign in to your Metaview account. Once signed in, you’ll see a consent page asking you to connect SmartRecruiters to Metaview. Connect SmartRecruiters Click Connect SmartRecruiters to authorize the integration.
  4. You will be redirected back to SmartRecruiters After approving the integration, you will be taken back to SmartRecruiters. The integration will begin syncing your data, which can take up to 48 hours to complete. You will be emailed once the integration is successful.

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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 SmartRecruiters. The Metaview marketplace app in SmartRecruiters grants a fixed set of permissions, so individual items can’t be deselected during setup. This is a direct connection. No third-party integration partner is involved. The authorization page in SmartRecruiters shows the following permissions:
  • Access job and offer approval requests (approvals_read)
  • Access to Application API (candidate_applications_manage)
  • Access Candidate’s status (candidate_status_read)
  • Create Candidates (candidates_create)
  • Manage Candidate Status and Properties (candidates_manage)
  • Access Candidates (candidates_read)
  • Access Company Information (company_read)
  • Access Company Settings (configuration_read)
  • Create and delete Interview Types (interview_types_write)
  • Access Interviews and Timeslots (interviews_read)
  • Access job applications (job_applications_read)
  • Access Jobs (jobs_read)
  • Message Users (messages_write)
  • Access Reviews (reviews_read)
  • Create, update and delete reviews (reviews_write)
  • Access Users (users_read)
  • View, create and delete webhook subscriptions (webhooks_manage)
  • View webhook subscriptions (webhooks_read)
  • Create new webhook subscription (webhooks_write)
The webhook permissions let Metaview receive interview creation, update, and cancellation events without waiting for a periodic sync. The person connecting the integration must be a SmartRecruiters Admin, or use a custom role with the Manage Webhook permission enabled.
If the SmartRecruiters authorization page does not show the three webhook permissions listed above, reconnect the integration from within SmartRecruiters. Go to Settings → Apps & Integrations → Metaview, click Disconnect, then click Connect and approve the updated permissions.

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Features

Integrating your SmartRecruiters ATS to Metaview unlocks the following features:
  • Automatic scheduling directly from ATS
  • Employees sync
  • Data enrichment of candidate profile (e.g. name, job title, stage, location, CV)
  • Add your Notes as an attachment to the candidate’s application
  • Use Application Review to screen, progress, and reject candidates
  • Use Sourcing to search through your ATS for potential candidates
  • Add new candidates to your ATS that have been sourced
When a call was scheduled through SmartRecruiters or was matched to data in SmartRecruiters, you will see the SmartRecruiters logo in Metaview. Click SmartRecruiters logo go to the matched entry in your ATS.

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Troubleshooting

When a call was not scheduled through SmartRecruiters, 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 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.
If you believe that a Metaview call was not matched or was incorrectly matched to your ATS 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 ATS.

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Disconnect your SmartRecruiters integration

You can disable your Metaview integration directly from within your Metaview account under Settings →Integrations then select Disconnect SmartRecruiters. This immediately disconnects Metaview from your ATS 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.