Integrations
Explore the different integrations available.
Need an API key for a new IntegrationI need to Integrate a new product with Access Recruitment CRM and need a new API key.
DocuSign GuideYou are able to use the DocuSign system within Access Recruitment CRM.
HireAra Integration - Error fetching fileTrying to use HireAra on a candidate record and get error:
Error fetching file (Internal server error)
Telephony
Information relating to telephone (VOIP) integrations
Ringover integration informationWhat can the Ringover integration provide you with.
CloudCall integration is not syncingCloudcall isn't receiving any new contact information, and manual sync is throwing up an authorisation error
Error received is: 'Status Code : Unauthorized. Response:'
What VOIP (telephone) integrations are available for Access Recruitment CRM?The purpose of this article is to advise what VOIP (Voice Over Internet Protocol) software telephone integrations are available to work with Access Recruitment CRM.
Set up the Ringover Integrationhe purpose of this article is to introduce you to Ringover and how to set up the integration with Access Recruitment CRM.
Notebook items created from Cloudcall calls are against the wrong userWhen a user leaves a notebook item it appears to be created by a different username.
Ringover integration informationThis article provides information about what the Ringover integration can provide an Access Recruitment CRM user with.
CloudCall call type not displaying as expectedEven though a call is recorded as "Sales" call, the notebook type shows as "no outcome".
Job Boards
Job boards that integrate with Access Recruitment CRM
Set up BroadbeanSetting up Broadbean in Access Recruitment CRM.
Volcanic integrationEnabling the Volcanic Integration with Access Recruitment CRM.
Enabling Idibu IntegrationYou can enable Idibu integration on Access Recruitment CRM
Broadbean issue - No boards available. In order to use Search you require some active board subscriptionsError: No boards available. In order to use Search you require some active board subscriptions . Please contact your account administrator - Broadbean applicant responses are not showing
Applicants aren't being imported from IdibuThis article explains what to do if candidates on the Idibu tab are not being created in Access Recruitment CRM
Broadbean flagging actionsThis article provides information about how the Broadbean system utilises different coloured flags that can be attached to candidate records for different actions.
Jobs not posting to VolcanicThis article explains how to what to do if new jobs you are adding to Access Volcanic, through Access Recruitment CRM, are not showing on Access Volcanic.
How do you edit an advert once it has gone live in IdibuOnce its live its mostly greyed out you cannot change it - how can we do this?
OneUp integration not sending information for some placementsA user is having trouble with their integration to One Up.
Placement's are not pulling through additional information, such as client or candidate name.
Logic Melon IntegrationAccess Recruitment CRM is able to integrate with Logic Melon.
Daxtra IntegrationI am looking to integrate Access Recruitment CRM with the Daxtra Technologies tools and need to provide them with the API connection details.
Job Board integrations with Access Recruitment CRMThis article provides information about the various job board integrations available with Access Recruitment CRM and provides contact information for the different products.
(Information correct at the time of writing)
Pay & Bill
Information relating to the Pay and Bill integration
Exports from Pay and Bill integration are not appearing in the Web Holding AreaThe Web Holding Area for exports from Pay and Bill integration is empty.
Add users to the Pay & Bill Search appAdding new users to the Pay & Bill Search app.
The New Starter Declaration fields for a worker already exported to Pay and Bill need changingCan't edit New Starter Declaration or New Starter Dec by Emp. fields in an candidate's Pay and Bill tab
Unable to re-export a worker, assignment, client or supplier from the Pay and Bill integrationThis article explains what to do if the system won't export a worker, assignment, client or supplier to Pay and Bill (PAB)
Which records will not be exported into Pay & Bill (PAB)?How to find which records will not be exported into Pay & Bill (PAB) and why.
Error occurred when trying to run Pay & Bill export validation / exportThis article explains what to do if, when running the validation, you see:
'Error: An error occurred, please try again. Please contact support if the error persists'
Pay and Bill integration - Remove the leaving date for a worker and revert to last start dateIs it possible to remove the leaving date from an applicant after one has been set (either manually or automatically via Auto-Leaver function)?
Exports for Pay and Bill show a "pay type and pay company don't match" errorThis article explains what to do if you are unable to export due to "pay type and pay company don't match" error.
Some workers are not exporting to Pay and Bill when they should beWhat to do if Workers are not exporting to Pay and Bill.
Export timesheets from Pay and Bill in advance of their period end datesIt is possible to export timesheets from the Pay and Bill integration in advance of their period end dates.
Temp placements to Pay and Bill won't export, all criteria is met, no validation errorsThis article explains what to do if a placement is not exporting from Datahub to WHA / Web Holding Area / Pay and Bill, and there are no validation errors…
What do I need to set for timesheets to export to Pay and Bill?Ensure your timesheets meet the required conditions for successful export to Pay and Bill.
Client invoicing terms do not get exported through the Pay and Bill integrationInvoice terms for a client on Access Recruitment CRM do not pull across to Access Pay & Bill for the invoices so invoices are being sent to clients with the…
Sudden increase in Pay and Bill temp export validation errors after turning on Advanced Sector Mapping feature toggleWhat to do if you see a sudden increase in Pay and Bill temp export validation exceptions after turning on Advanced Sector Mapping feature toggle.
Timesheets not being exported, export preview shows 'Enterprise Job Code for job position is not setup, Skipping'Timesheets are not exporting for the same candidate on the same job. The only different between this and our other timesheets is that we created a new "Position" code for…
Workers exported as leavers to Pay and Bill stuck in Web Holding Area with error Start Date Cannot Be Prior To The Leaving DateWhat to do if you are getting autoleavers stuck in the WHA (Web holding area).
Pay and Bill Timesheet expense/rate validation errorsThis article explains what to do if you receive a validation error stating Timesheet expense - invoice line item code is not mapped.
Pay and Bill integration Auto Leaving not working correctlyThis article explains what to do if Auto-Leaver not working correctly - Auto Leaving workers for P45 process too early or too late.
Pay and Bill Integration - Can I re-export TimesheetsIs it possible to export a timesheet with updates after it has already been exported to Pay and Bill once?
Pay and Bill Integration: Validation Error: Missing sector mapping to EmployerRef, Division, Physical Office and DepartmentWhen doing a validation before exporting to Pay and Bill the error "Validation Error: Missing sector mapping to EmployerRef, Division, Physical Office and Department" is showing on one or more…
Workers exported via Pay & Bill integration with wrong addressWhy are my workers are being exported via Pay and Bill integration with the wrong address?
Pay and Bill Integration - Placements not exportingSome placements are not exporting - I have tried to change details and use the re export button but nothing is working.
Pay and Bill Integration - Validation error 'Splits do not add up to 100%'After running Pay and Bill export, in the report you get the validation error 'Splits do not add up to 100%' for either Timesheets or Placements. See below for how…
What does the Pay and Bill integration doPlease can you explain what the pay and bill function does. What is Pay and Bill Integration?
Pay and Bill Integration - Can Timesheet status be updated to paidIs it possible for the integration to update timesheets status's in Access Recruitment CRM to paid after they are paid in Access Pay and Bill.
Pay and Bill Integration - No Worker record when exporting Perm PlacementsWhen a running the Perm Pay and Bill Export, a worker for a placement was not created in the Web Holding Area for import.
Pay and Bill validation errors for Non PAYE workersNI Number and DOB required where Pay Type is Ltd Company or Umbrella.
Payment Company name blank on placement, Pay and Bill uses the one from the applicantThis article explains why when the Payment Company field is blank on a placement, the placement will still be exported to Pay and Bill, with the applicant Payment Company instead…
Screening
Information relating to the Screening integration
Access Screening integrationAccess Recruitment CRM can integrate with Access Screening by following the steps below
Configure new Screening Brands and Workflows for Users to useThis article explains what to do if, when trying to raise a screening request for an Applicant, there are no options to select from Brand And Workflow or the field…
Can not run an Access Screening background checkThis article explains what to check if, when you start a new background check, a modal opens up to select which workflow to run but it does not run the…
How do I contact the Screening Support team?If you have an issue with the Access Screening Software, this is how to report it to Screening Support.
Changing the email address on the document expiry notifications in Access ScreeningThis article explains how to change the email address on the document expiry notifications in Access Screening.
Data Engine / Analytics
Information on Data Engine and Analytics
Access Data Engine Refreshes failing or skippedData refreshes failing - they are saying skipped
Reporting with Access AnalyticsThe purpose of this article is to introduce you to the dashboards and insights that Access Analytics provides to help you report on your Access Recruitment CRM data
Authentication error in Data Engine SharePoint connectionThis article explains what to do when you get the error
The operation could not be completed
An unknown error occurred.
GraphQL API
Details of the API and how to use it
GraphQL APIThis article explains what to do if you are having issues trying to use the GraphQL API in Access Recruitment CRM or if you have a suggestion for GraphQL API…
Using the GraphQL APIGraphQL is a language for APIs that lets developers build apps through querying and manipulating data from a Access Recruitment CRM database.
Postcode
Using postcodes to get location information
Postcode lookup not finding addressThis article explains what to do if, when adding a postcode into the postcode lookup, Access Recruitment CRM fails to find the address.
Using Non-UK post codesIt is possible for Recruitment CRM to handle post codes from non-UK countries i.e. foreign post codes.
Applicant with valid Post code not found in radius searchIn this article, we explain why centre location radius search isn't working when you use a valid postcode.
Activate the Postcode Lookup optionAccess Recruitment CRM has the ability to do Postcode Lookups - it does need to be enabled.
Change location radius search to display milesThis article provides information about why the postcode location search in Access Recruitment CRM provides the results in kilometres and not miles.