How to Connect PeopleForce as Data Search

Integration with PeopleForce is implemented as a separate Search block, which can be placed between the Source and Destination of data. This will allow you to receive fields with data in the Data Source, make a request from PeopleForce to search for an employee or candidate using specified values, and transfer data on employees or candidates to the Data Destination fields. Thus, through search, you can automatically receive data from PeopleForce and transfer it to the services and systems that you use.

The function allows you to search for Employees or Candidates PeopleForce and update data

Navigation:

Connecting Google Sheets as a Data Source:

1. What data can you get from Google Sheets?
2. How to connect your Google Sheets account to ApiX-Drive?
3. Select the table and sheet from which rows will be unloaded.
4. An example of data that will be transferred from Google Sheets.

Connecting PeopleForce as a Data Search:

1. What data can I get from PeopleForce?
2. How to connect your PeopleForce account to ApiX-Drive?
3. How can I set up a data search in PeopleForce in the selected action?
4. An example of data that will be transferred from PeopleForce.

Setting up row updates in Google Sheets:
1. What will the Google Sheets integration do?
2. How to connect your Google Sheets account to ApiX-Drive?
3. How can I configure the selected action to transfer data to Google Sheets?
4. Example of data that will be sent to your Google Sheets.
5. Auto-update and update interval.

Setting Data SOURCE: Google Sheets

Let's look at how the Search function works using the example of updating Rows in Google Sheets.

First, you need to create a new connection.

Select the system as the Data Source. In this case, you must specify Google Sheets.

Next, you need to specify the action "Get ROWS (all)".

The next step is to select a Google Sheets account from which data will be uploaded.

If there are no accounts connected to the system, click “Connect account”.

Select which account you want to connect to ApiX-Drive and provide all permissions to work with this account.

When the connected account appears in the "active accounts" list, select it.

Attention! If your account is on the "inactive accounts" list, check your access to this login!

Select the Google Sheets table and sheet where the data you need is located.

At this step, you can add a data filter to load not all rows, but only those for which you need to update the data, for example:

1. Select the column from the table in which you have the data you are looking for.

2. Select the "Does not contain" action.

3. Write the value by which filtering will take place, for example “Interviewing”.

With such a filter, you will not have to unload rows that already have this stage. Why take the extra steps to rewrite this stage if the candidate is already in it?

You can now see test data for one of the rows in your Google Sheets table.

If you want to update your test data, click "Load test data from Google Sheets"

If you want to change the settings, click "Edit" and you will go back a step.

Now we connect the additional Data Search block. To do this, click on “+” and select “Add data SEARCH” from the list.

Select "PeopleForce" as the system in which the search will be performed.

Next, select an action, for example “Find CANDIDATE”.

The next step is to select a PeopleForce account.

If there are no accounts connected to the ApiX-Drive system, click “Connect account”.

Enter the API Key to connect to your PeopleForce account.

In order to obtain this data, log into your PeopleForce personal account in Settings, in the Security section, click API Keys.

If you do not have a generated API Key, click Generate.

In the Name field, give your connection a name and click Save to create it.

Next, copy your API Key and paste it into the appropriate field in your ApiX-Drive account.

When the connected account appears in the "active accounts" list, select it.

Specify the E-mail from the Source block to search for data.

Now you see test data for one of the Candidates. You can pass this data to your reception table.

If the test data does not appear automatically, click "Search in PeopleForce."

If you are not satisfied with something, click “Edit”, go back a step and change the search field settings.

This completes the Data Search setup!

Now we can start setting up Google Sheets as a Data Ingestion system.

To do this, click "Add Data DESTINATION".  

Setup Data Destination system: Google Sheets

Select the system as Data Destination. In this case, you must specify Google Sheets.

Next, you need to specify the action "Update ROW".

The next step is to select the Google Sheets account into which the PeopleForce value will be transferred. If this is the same account, then we select it.

If you need to connect another login to the system, click “Connect account” and repeat the same steps described when connecting Google Sheets as a Data Source.

Now you need to select the File (Table) and Sheet in which the PeopleForce Candidate data will be updated.

In the "Search Column" field, you need to select the column in which the data will be searched. That is, where to look for data in the table.

Next, in the “Search” field, you need to select a variable from the drop-down list or enter the data manually, by what value the system will search for data, to update the row you need. In our case, we select column “A”, which contains data about the candidate’s email. The system will update the data in the required row only if it matches the candidate’s email.

Also, you need to specify the Search Type, in case several lines with the same email are found:

"First found row" - searching and updating data will occur in the first found row that satisfies the search conditions.
"Last found row" - searching and updating data will occur in the last found row that satisfies the search conditions.
"All found rows" - search and update of data will be performed on all found rows that satisfy the search conditions.

Also specify the option how to Overwrite data:

- Overwrite old data - new data will be written over the old ones.
- Append to old data - new data from the Data Source will be appended to the old data.

Now you need to assign to the empty column the variable stage in which the candidate is located, which we take from the Data Search block. In the future, this column will be updated with data on the candidate stage.

After setting, click “Continue”.

Thus, the Data Search block takes the field in the Data Source in which you have registered the candidate’s email, queries PeopleForce for data on the candidate , in this case the candidate’s stage, and transfers this stage to the Data Destination field, for example, in the “F” column.

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".     

On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.     

To enable auto-update, switch the slider to the position as shown in the picture.

To force a connection, click on the arrow icon.

This completes the PeopleForce Candidate Data Search setup!  See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!