Partner Product Integration Process

Lever has a rich ecosystem of partner integrations that enable our customers to seamlessly do more. We'd love you to become one of them. First, let us know you're interested in building a product integration.

Once approved, we will set you up for success by providing you a Lever sandbox account. Then you can get started building! Have a look at the steps to build an integration with Lever below.

Become a Partner

Getting Started

Now that you’ve gotten your sandbox account login let’s have a quick look at the steps to getting your integration live and available to customers. The process breaks down into ⭐️ 4 Steps:

1. Register for OAuth Sandbox
2. Build!
3. Submit to Move to Production
4. Finalize!

We’ll get into more details about each step below, and there will be some helpful links along the way. Before we get to the official integration steps let’s get set up in our new Lever Sandbox Account, then you will get access to the API by registering for OAuth in step 1!

Lever Sandbox Account

Keep in mind, email is turned off in Lever sandbox accounts! Any users you invite won’t receive an email invitation, and they should login through the login link. You may see a warning about this at the bottom of the page, that's expected behavior that isn’t experienced in our production product

Our wonderful support team can help with any other issues you may incur with your Lever sandbox account

Lever support

With your account Set up🙌, Let’s Move on to the Real Step 1!

Step 1: Register For Sandbox OAuth

All our integrations authenticate through OAuth. It creates a seamless, effortless, and safe method for customers to enable your integration. The easier we make the activation for the customers the more customers will convert to your integration!

Follow the link to the Registration form. Find documentation, and a review of requirements on the OAuth page.

register

Hit Submit 🚀 and Let’s Move onto Step 2!

Step 2: Build

Someone on the Lever team will create your OAuth app and send over your ClientID and Secret.

With these credentials you can now begin making calls to our API. While you are building with a sandbox account you will be making calls to the sandbox API, so make sure you are using https://api.sandbox.lever.co/v1/ as your baseURL

Just a warning: The Postman authentication tab will only work on Sandbox as it doesn’t include the audience parameter.

⭐️ With OAuth working, you can start building the integration of your dreams.

Once The Integration is Built 🚧, We’ll Move onto Step 3!

Step 3: Submit to Move to Production

There are ⭐️ 4 things to submit on this step that will all come together to get us ready to have customer start using the integration:

1. Help Center Article
2. A Sandbox Login for The Lever Team
3. Ecosystem Listing Information
4. Technical Support Information

Let’s look more closely at these steps

Help Center Article

Tell us all about what you’ve built in simple terminology and easy steps. We will turn this into a help center article on our customer-facing support guide, saving both our customer support teams a lot of time and effort. Make sure to include:

1. Where and How to enable the integration - Make sure to include a picture of the scopes the customers are authorizing.
2. How to use the integration.
3. What the integration should look like in Lever. Do you post updates as notes? Do you create feedback forms?

🖼 The more pictures the better! 🖼

Also, consider creating a walkthrough video like HireSweet that we can embed, customers are especially fond of the videos (and so are our sales team).

Here’s an example of one of our favorites:

alva example

Sandbox Login for Lever

Create two sandbox logins for the Lever team to review your integration against your technical details and help center article.

The logins should be made for: sadmin@levertest.com and integration-support@lever.co

The team will login and ensure the customer experience will be straightforward and consistent. We will use the login on a continuing basis to ensure there have been no disruptions to the integration.

Ecosystem Listing Information

By now, you've probably seen our Partner ecosystem page, we'd like to like your integration!

For this we may request an about-me statement about your company, and a larger logo.

Your integration will be listed as coming soon once it completes everything outlined in your help center article without any errors. The listing will be updated to available once you confirm that the switch to production has been successful and all features are fully available.

Technical Support

Together with you, we want to offer the best support we possibly can to our customers. Sometimes things may go wrong, so let's plan for that possibility. Let us know the best way to work with you on technical support by filling out the below form.

Support Form

Submit All Four Packages to Integration-support, and We’re Ready For the Final Step 🎉, Step 4!

Step 4: Finalize

You’ve built a wonderful integration, and submitted everything to move to production. Let’s look at the last steps to get your integration released and available to mutual customers. Finalizing your app breaks down into 4 steps:

1. QA Runthrough Meeting
2. Final Touches
3. Implement Production Credentials
4. Confirm Move to Production

QA Runthrough Meeting

Once all assets from step 3 are submitted we will be in contact to schedule the call with your team. We will be looking for you to share your screen and go through the full journey of connecting the integration and its use as if you were a customer. We will discuss any suggestions on improving the product for our mutual customers, or concerns around functionality.

Final Touches

After our meeting you may make a few changes and final touches to the integration. Once you are done, confirm with our team that you are ready to move to production. We will confirm the changes using the sandbox account you provided.

Implement Production Credentials

With all the final touches done and the integration ready for customers the Lever team will provide production OAuth credentials for you. Use these credentials in the production version of your integration and make sure all your API calls are pointing at the production API, and all the links to the Lever product are pointing to the production instance.

Confirm Move to Production

Once your production integration is up and running, and completely available to customers, confirm back with our team. We will list your integration as available on our Ecosystem page, and announce your integration to our sales and support teams on our next big release day!

The Integration is Complete, Congratulations!🎉

Partner Integration FAQs

Can I use Basic Auth for our integration?

The Lever Integrations program uses OAuth. OAuth offers a great user experience and is far more secure than Basic Auth.

If you have any concerns with working with OAuth the Lever Integrations Team would be more than happy to help you set up OAuth authentication. Try the example app to see a full workflow of a user granting access to an Integration and calling the API.

Basic Auth with an API Key is used by customers for their internal workflows using the API.

Which customers will have access to our integration?

⭐️ Integrations that utilize OAuth and programmatic webhooks are available to all customers. ⭐️ Requisitions endpoints are available to customers with the Lever TRM Enterprise package or the Advanced HR feature. Older Basic Auth (API Key) integrations, or those that use the manual webhook set up, require customers to have the Data API and Webhook features respectively.

Can Lever provide a customer list?

No, the Lever team prioritizes the privacy of our customers, and therefore will not provide a list. We'd be happy to discuss all the benefits of integrating with us after you let us know you are interested in building an integration.

Is an integration required to partner with Lever?

Yes, completing and releasing an integration is a requirement for being a Lever partner.