Exact Synergy HRM is the human resources module within the Exact Synergy platform. It provides a centralized digital employee dossier where all personnel information such as contracts, leave, absence records, and performance reviews is securely stored and easy to access.
Getting started
To enable the integration between Exact Synergy and Teamtailor, you have to activate it from our Marketplace page. Head over to Marketplace > Exact Synergy and click on "Activate":
After clicking on "Activate" you'll be forwarded to the activation page, here you'll enter your "Exact Synergy Base URL", "Exact Synergy Username" & "Exact Synergy Password":
You have now successfully activated the Exact Synergy integration on your Teamtailor account.
Setting up your workflow in Teamtailor
Now that you've activated the integration you'll find a new "Trigger" called "Send Exact Synergy Webhook" in the trigger drop-down. When adding the trigger you'll need two first fill in the following fields:
When the "Company", "Cost Center" & "Job" has been selected you'll be able to add the trigger to the stage.
All of the options presented in the fields are based on the structure you've set up in your Exact Synergy platform.
You can also choose to move a candidate to specific stage once the trigger has been activated, as well as label the trigger, delay the trigger as well as configure the trigger not to be activated on specific candidates:
What data is transferred?
First name*
Last name*
Job title
Address (custom field)
Fields marked with "*" are mandatory in order for the integration to successfully create a user on the Exact Synergy platform.