Connect Stardex to Metaview
Connecting Stardex requires a single value from your Stardex account: your API key. 1. Open your Stardex Integrations settings In Stardex, go to Settings and select Integrations under the Organization tab. You can also navigate directly to https://stardex.com/settings?tab=organization§ion=integrations. 2. Copy your API key In the API Access & Keys section, click the API key input (or the copy button next to it) to copy your API key to the clipboard. 3. Enter your API key in Metaview Navigate to https://my.metaview.app/?settings=stardex. If you haven’t previously signed in to Metaview, you will be prompted to do so. Enter your API key into the corresponding field. After entering your API key, click theTest API Key button. If you have entered it correctly the tests will pass, and you will be able to confirm your Metaview – Stardex integration.
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 Stardex. Your Stardex 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.View list of permissions
View list of permissions
Required
- Search people and jobs
- Person, job, application and custom-field details
- Team members
- Calendar meetings
- Scorecards and scorecard templates
- Create a person activity or note
- Read person documents
- Create or update a person
- Add a person to a job
- Change a person’s stage
- Submit a scorecard
Document access can be turned off separately in Stardex. If it is, everything else still works — Metaview just won’t be able to read candidate CVs.
Features
Integrating your Stardex CRM to Metaview unlocks the following features:- Employees sync
- Ability to post your Notes to your CRM with one click
- Data enrichment of candidate profile (e.g. name, job title, stage, location, CV)
- Automatic addition of links to Metaview notes in your CRM
- Autofill and submit Stardex scorecards from Metaview
- Use Sourcing to search through your CRM for potential candidates
- Add new candidates to your CRM that have been sourced
Stardex logo to go to the matched entry in your CRM.
Troubleshooting
Although Metaview does not automatically schedule calls from Stardex, Metaview will still attempt to match your calls scheduled by other means to the 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 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.
Please note that Metaview will not backfill data if you update information in your CRM after your call.
Disconnect your Stardex integration
You can disable your Metaview integration directly from within your Metaview account underSettings → Integrations then select Disconnect Stardex.
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.