Greenhouse Data Sync

This comprehensive document will walk you through the step-by-step configuration process for Greenhouse data sync and address specific use cases tailored to Greenhouse.

Standard Data Sync functionality

Please refer to Data Sync - Getting Started for the standard data sync functionality. The getting started document covers usages of data sync features valid for all integrations.

Requirements

Creating API Credentials

1. Log in to your Greenhouse account and click the Settings ⚙️ icon in the top-right corner.
2. In the left-hand menu, navigate to Dev Center → API Credential Management.
3. Now, click the Create new API credentials button.
4. In the Create New Credential dialog:
   • Set API Type to Harvest.
   • Choose Custom for Partner.
   • Set API Type to Harvest.
   • Enter a description
   • Click Manage permissions.

     

5. On the next screen, click "I have copied the credentials" button.
6. Assign the required Harvest API permissions as shown in the screenshot provided, then click Save.

   

7. Your API credentials are now ready for use with Byteline.

Installing app

1. Go to Byteline Console.
2. Select the first app as Greenhouse and Sign In to create the connection.
3. Enter the API token created above.

   

Configuring Greenhouse Data Sync

Step 1: Start the Sync Setup

1. Log in to your Byteline account and navigate to the My Syncs page.
2. Click on the "Create Sync" button to begin the configuration.

Step 2: Select Greenhouse as Your First App

1. Choose Greenhouse as the first app to sync.
   • Alternatively, you can select another app first and then pick Greenhouse as the second app.

     

Step 3: Connect the Second App

1. Select the second app for syncing and log in to authorize the connection.
2. Once connected, click "Continue" to move to the table mapping screen.

Step 4: Map Tables Between Greenhouse and the Other App

1. Select the tables to sync between both apps.
2. Select the tables you want to sync between the two apps.

   

Step 5: Choose Which Data to Sync

For each sync, you'll need to select whether to sync existing records, future changes, or both.

Step 6: Configure Field Mapping

1. On the Field Mapping screen, drag and drop fields from the right panel into the mapped fields column to create mappings.
   Note: Not all fields are shown in the screenshot below.

   

2. To delete a mapping, click the X button next to the field.
3. Select the sync direction at the field level using the arrow buttons.
   One-Way Sync: Data flows from one app to the other.
   Two-Way Sync: Data flows bidirectionally between both apps.
4. Once your mappings are finalized, click "Continue.

Step 7: Sync Existing Data Configuration

Select the sync direction for your existing data.

Step 8: Review Sync Preview

1. Preview the sync setup to ensure everything is configured correctly.
2. If all looks good, click "Start Sync."
3. Byteline will:
   • Perform an initial sync of your existing data.
   • Keep the sync running automatically, ensuring your Greenhouse data stays up to date.

You can monitor sync progress, view logs, or make changes anytime from the Syncs page. If you need to pause or edit the sync, simply open it from your dashboard.

✅ That’s it! Your Greenhouse sync is now live.