Before you start
You need an Eightfold admin who can open the Admin Console. Many companies use Eightfold alongside Workday, SuccessFactors or Oracle. If your recruiters work candidates in one of those systems, check with your Eightfold team that candidates added in Eightfold are where you want them.
You will paste three things into Metaintro:
Your data region. It is the part of your Eightfold API address that names the region: us, eu, gov, ca, me, wu (US on Azure) or ap.
The admin email shown with the API key.
An API key.
Create the credential in Eightfold
In Eightfold, open the Admin Console.
Go to Integration > Eightfold API > Authentication.
Select Generate API Key. Note the email shown with the key and copy the key.
Open the key's permissions with the edit icon next to it. Turn on READ for Position and Transaction, READ and WRITE for Profile and Application, and WRITE for profile notes and profile tags.
Save the permissions.
Eightfold's guides: OAuth configuration and API authorization.
Connect in Metaintro
In Metaintro, go to Settings > Integrations.
Choose Eightfold.
In Data region, enter your region. If your API address is apiv2.eightfold.ai, enter us. If it is apiv2.eightfold-eu.ai, enter eu.
In Admin email, enter the email shown with the API key.
In API key, paste the key.
Select Connect.
Metaintro checks the details by reading one position. Then map your Eightfold positions to your Metaintro jobs, set your rules, preview, and go live.
What Metaintro sends and reads
Metaintro only sends people who chose to share their profile with you for that job. For each person, Metaintro:
Creates a candidate profile with their name, their email and phone when they shared them, their résumé when they shared one, and a link to their proof card.
Applies them to the matching position, at that position's first stage.
Tags the profile Metaintro for that position.
Adds a note on the profile, for that position, with a link to their proof card and their short summary when they wrote one.
If an Eightfold profile already has the same email, Metaintro uses that profile. It updates the résumé when the person shared one, then applies them to the position if they haven't applied already.
Eightfold doesn't send hiring updates to other apps, so Metaintro checks each shared candidate's application regularly. Applications marked hired, rejected or withdrawn show that way in Metaintro. Otherwise Metaintro shows the current stage name. When you move a candidate from Metaintro, it picks the position's stage whose name matches, and uses Eightfold's reject action for not selected.
Limits
Stage updates are not instant. Metaintro checks for changes on a schedule.
Eightfold adds new profiles in the background. If Eightfold takes longer than 30 seconds, Metaintro tries again later.
Metaintro matches an existing profile by exact email. A person who shared no email can't be matched, so Metaintro creates a new profile for them. If 20 or more profiles come back for one email, Metaintro stops rather than guess.
A move from Metaintro needs a stage on the position with a matching name. If there isn't one, Metaintro leaves the candidate where they are.
Eightfold allows 700 requests a minute for each company, and 20 candidate searches a minute. Metaintro stays under these limits and waits when Eightfold asks it to.
Metaintro supports the regions listed above. If your API address is in another region, contact Metaintro support.
If something goes wrong
Key rejected. Check the region matches your API address, the email is the one shown with the key, and you pasted the whole key. If the key was regenerated, connect again with the new key.
Missing permission. Eightfold refused an action for the key. Open the key's permissions and check each one listed above, including Transaction READ.
Rate limited. Metaintro pauses and tries again later. You don't need to do anything.
A candidate didn't arrive. Check that the position is still mapped in Metaintro, then search for the candidate's email in Eightfold.