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Human resources / Data warehouse · Two-way sync platform

Greenhouse and Yellowbrick integration

Plan how Greenhouse and Yellowbrick should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Candidate or application reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Greenhouse Candidates or the proposed candidate or application table in Yellowbrick needs a defined result in the other system.

  1. Start with Greenhouse Candidates and the proposed candidate or application table in Yellowbrick. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve job, application, recruiter, and any approved employee handoff.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest multiple applications for one candidate and an application withdrawal after export.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Greenhouse and Yellowbrick
Greenhouse recordYellowbrick recordRecord matchingField ownership
CandidatesProposed record; confirm Stacksync object support.Reporting datasetProposed candidate or application tableProposed table; choose its name and schema.Keep person/candidate and job-application IDs separate; one candidate may have several applications.Recruiting owns stage transitions and applicant-data handling; an accepted offer does not itself establish an employee record.
UsersProposed record; confirm Stacksync object support.Reporting datasetProposed application user or identity tableProposed table; choose its name and schema.Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact.Identity and application owners approve account lifecycle and access changes; synchronize only approved attributes.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Greenhouse

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Candidates
  • Applications
  • Jobs
  • Offers
  • Scorecards
  • Scheduled Interviews
Confirm support for this record type and the direction you need.

Discuss Greenhouse requirements

Yellowbrick

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Tables
  • Databases
  • Schemas
  • Views
  • Users and Roles
Confirm support for this record type and the direction you need.

Discuss Yellowbrick requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementGreenhouseYellowbrick
Integration interfaceHarvest REST API (plus read-only Job Board API and the Ingestion API for bulk candidate import)SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
AuthenticationConfirm the credentials, API plan, and permissions required for Greenhouse.Confirm the credentials, API plan, and permissions required for Yellowbrick.
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessConfirm with StacksyncConfirm with Stacksync
Write accessConfirm with StacksyncConfirm with Stacksync

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Greenhouse
Integration interface
Harvest REST API (plus read-only Job Board API and the Ingestion API for bulk candidate import)
Authentication
Confirm the credentials, API plan, and permissions required for Greenhouse.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Greenhouse account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Greenhouse, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Greenhouse and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Yellowbrick
Integration interface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Confirm the credentials, API plan, and permissions required for Yellowbrick.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Yellowbrick account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Yellowbrick, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Yellowbrick and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Greenhouse and Yellowbrick access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Greenhouse setup checklist
  • Identify the Greenhouse account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Greenhouse, including read/write support, authentication, and initial-load limits.
Yellowbrick setup checklist
  • Identify the Yellowbrick account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Yellowbrick, including read/write support, authentication, and initial-load limits.
Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Greenhouse and Yellowbrick planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Reporting dataset

Candidates / Proposed candidate or application table in Yellowbrick (choose its name)

Plan a candidate or application dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Greenhouse
Object support to establish
Yellowbrick
Your database schema
Record identity
Keep person/candidate and job-application IDs separate; one candidate may have several applications.
Field ownership
Recruiting owns stage transitions and applicant-data handling; an accepted offer does not itself establish an employee record.

Fields to include

  • Source candidate ID
  • Application ID
  • Job reference
  • Stage
  • Consent or retention state
Record dependencies
Resolve job, application, recruiter, and any approved employee handoff.
Validation
Test multiple applications for one candidate and an application withdrawal after export.
Recovery
Repair application identity before retrying; preserve withdrawal and retention decisions.

References: Greenhouse: Candidates documentation

Reporting dataset

Users / Proposed application user or identity table in Yellowbrick (choose its name)

Plan a application user or identity dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Greenhouse
Object support to establish
Yellowbrick
Your database schema
Record identity
Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact.
Field ownership
Identity and application owners approve account lifecycle and access changes; synchronize only approved attributes.

Fields to include

  • Source user ID
  • Tenant reference
  • Account status
  • Group references
Record dependencies
Resolve tenant and group references and establish a protected administrative-account policy.
Validation
Test a renamed login, disabled account, missing group, and a user existing in two tenants.
Recovery
Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

References: Greenhouse: Users documentation

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Candidates / Proposed candidate or application table in Yellowbrick (choose its name) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Keep person/candidate and job-application IDs separate; one candidate may have several applications. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Greenhouse and Yellowbrick record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Candidates / Proposed candidate or application table in Yellowbrick (choose its name), update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Greenhouse and Yellowbrick need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time Greenhouse / Yellowbrick migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Candidate or application reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Candidates or Proposed candidate or application table in Yellowbrick (choose its name) record needs a defined result in the other system.

  1. Start with Greenhouse Candidates and Yellowbrick Proposed candidate or application table in Yellowbrick (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve job, application, recruiter, and any approved employee handoff.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test multiple applications for one candidate and an application withdrawal after export.

If it fails: Repair application identity before retrying; preserve withdrawal and retention decisions.

Application user or identity reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Users or Proposed application user or identity table in Yellowbrick (choose its name) record needs a defined result in the other system.

  1. Start with Greenhouse Users and Yellowbrick Proposed application user or identity table in Yellowbrick (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve tenant and group references and establish a protected administrative-account policy.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a renamed login, disabled account, missing group, and a user existing in two tenants.

If it fails: Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

Worker lifecycle planning for Greenhouse and Yellowbrick

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A worker joins, moves, or leaves in Greenhouse; a downstream process in Yellowbrick needs the approved context.

  1. Identify the worker and employment record represented by Candidates or Applications. Retain effective dates and organizational scope.
  2. Determine what a selected destination dataset represents: an operational task, a user identity, or a reporting row. Define a relationship; do not map these records as if they were the employee itself.
  3. Require the process owner to approve any access, payroll, or account action and assign an exception owner.

Expected result: Rehires and concurrent assignments keep distinct employment context; delayed updates do not reverse a newer effective state.

If it fails: Inspect employment identity and effective dates before retrying the downstream action.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Candidates / Proposed candidate or application table in Yellowbrick (choose its name)

Test case

Test multiple applications for one candidate and an application withdrawal after export.

Expected result

The expected candidate or application relationship is preserved with no duplicate action or unintended write.

Users / Proposed application user or identity table in Yellowbrick (choose its name)

Test case

Test a renamed login, disabled account, missing group, and a user existing in two tenants.

Expected result

The expected application user or identity relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated candidate or application change

Investigate

Inspect Greenhouse Candidates and Yellowbrick Proposed candidate or application table in Yellowbrick (choose its name), their IDs, and the destination error.

Next action

Repair application identity before retrying; preserve withdrawal and retention decisions.

Rejected or repeated application user or identity change

Investigate

Inspect Greenhouse Users and Yellowbrick Proposed application user or identity table in Yellowbrick (choose its name), their IDs, and the destination error.

Next action

Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

A record type or update is unavailable

Investigate

Check the Greenhouse and Yellowbrick connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Greenhouse and Yellowbrick

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Greenhouse Yellowbrick Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Yellowbrick.

Yellowbrick Greenhouse Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Greenhouse.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Greenhouse and Yellowbrick integration FAQ

Next step

Plan your integration with an engineer

Walk through your Greenhouse and Yellowbrick records, field mappings, and requirements with an integration engineer.