What does the integration do?
By activating our integration with Unit4, you'll be able to add triggers that automatically send candidate profiles to Unit4 platform.
How to get started
Start with activating Unit4 in your Teamtailor Marketplace.
In order to set up the integration between both systems, you will need to receive information from your Unit4 platform.
a. API URL
(You can find this in your ERPx handover documentation or in he My Instances section within Support4U: Section API Access (URL+Token) - recommended)
b. Token URL
(You can find this in your ERPx handover documentation or in he My Instances section within Support4U: Section API Access (URL+Token) - recommended)
c. M2M Client
(For security reasons, Unit4 recommends that the customer requests a dedicated Machine-to-Machine (M2M) client specifically for the Teamtailor integration)*
d. M2M Secret
(For security reasons, Unit4 recommends that the customer requests a dedicated Machine-to-Machine (M2M) client specifically for the Teamtailor integration)*
e. Company ID
(You can find this under Company information in your Unit4 platform)
* When submitting the request to Unit4, it is helpful to mention "Teamtailor integration" in the Purpose field. Once the request is processed, Unit4 Cloud Operations will provide the M2M Client ID and Secret directly to you as customer.
Once you have received the credentials, you will need to:
1. Create a dedicated integration user in ERPx.2. Link the M2M Client ID to that user via the Unit4 ID field.
3. Assign the appropriate API permissions and access rights to the integration user.
Once you have received all information, you can head to your Teamtailor platform -> Settings -> Marketplace activations -> Unit4. Here you can add the required information from Unit4:
⚠️ Please click on validate credentials to ensure that you added the right information at this point.
Below these settings you are also able to see a custom field data mapping. You are able to either select proposed fields or create custom fields as needed:
As always, don't forget to click "update".
You have now connected your systems and can continue with activating the integration.
How to use the integration
Our integration with Unit4 works two ways, via a trigger or manually for an individual candidate.
How to use the trigger method:
Adding a trigger means that you can automate the process of activating the integration for any candidate moved to a specific stage of your job process.
Once you have activated triggers in your platform, you will be able to find a new trigger called "Send Unit4 webhook" that you can add to any stage. When setting this up, you can add some first settings:
As soon as a candidate is moved to this stage, the information will be sent to Unit4.
How to send a candidate without a trigger
Head to a candidate that you want to send to Unit4. In the candidate card you can click on "More" on the bottom of the card and then "Add integrations":
Select Unit4 and add mandatory information to be able to send the candidate:
The candidate is now sent to Unit 4 (you can see the status in the candidate card):
What happens next?
If you chose to send the candidate via trigger or directly from the card, now the candidate information will be sent to Unit4 and you should be able to see the profile and attached information in your platform.
In the candidate card in Teamtailor you will be able to see the status of the integration and if a candidate was successfully sent to Unit4:
You should be able to find the newly imported candidate in Unit4 under Personnel -> Resource -> Name
What data is transferred?
💡 Which data points are included in this integration can vary based on your Unit4 set-up.
The same counts for mandatory and optional fields, this can vary based on your Unit4 set-up.
For our own testing we have used the following information (have in mind yours is likely different):
Candidate information:
First name (mandatory)
Last name (mandatory)
Email (mandatory)
Phone
Street address
Postcode
City
Country
Personnel type (mandatory)
Mandatory attributes (mandatory)
Supplier group (conditional)
Position + employment
Need support?
Contact Teamtailor directly via:
Chat: open your Teamtailor app and chat live
Email: support@teamtailor.com