This guide walks you through connecting your SmartRecruiters account to Hatch. See this article for an overview of how the integration works.
Before you start
You'll need administrator access to SmartRecruiters.
Create a Hatch custom source in SmartRecruiters (Settings > Custom Candidate Sources) to ensure candidates are correctly attributed.
The connection is managed through Merge, a trusted integration partner. Hatch never stores your SmartRecruiters credentials directly.
How to connect
In Hatch, go to Settings > Integrations.
Select SmartRecruiters from the list of available integrations.
You'll be redirected to SmartRecruiters to authorise the connection via OAuth. Review and approve the requested permissions (see below).
Wait for the initial sync to complete. This can take up to a few hours for larger accounts.
Once connected, you'll see your connection status in Settings > Integrations.
SmartRecruiters API permissions
Required
Applications: Push candidates into your pipeline on apply; sync stage changes back to Hatch
Candidates: Create and update candidate records when applications are pushed
Offers: Read offer data associated with candidates
Attachments: Access candidate files and resume data
Departments: Filter imported jobs based on department
Jobs: Import and sync job data for auto-posting
Job postings: Detect public job postings for auto-import
Job stages: Map SmartRecruiters stages to Hatch stages for two-way sync
Offices: Import office/location metadata for jobs
Scheduled interviews: Read interview data associated with candidates
Scorecards: Read and write feedback submitted against candidates
Screening questions: Import application form questions and candidate responses
Sources: Track candidate source attribution — all Hatch candidates are tagged with the "Hatch" source automatically
Users: Resolve recruiter and hiring team assignments for imported jobs
Sending profiles
There are two ways to send candidates from Hatch to SmartRecruiters, which you can configure on a job level, or set defaults in Settings > Integrations > Sending profiles.
Send on shortlist
Candidates are sent to SmartRecruiters when they're shortlisted in Hatch. This is a one-way sync — once a candidate is sent, Hatch will no longer manage their progress. All subsequent candidate communications are handled in SmartRecruiters.
Note: applicants won't receive Hatch notifications for actions taken in SmartRecruiters.
Send on apply (two-way sync)
Candidates are sent to SmartRecruiters as soon as they apply. Actions in either Hatch or SmartRecruiters are kept in sync. This requires you to map each Hatch stage to a corresponding stage in SmartRecruiters. Stage mapping can be set as a company-wide default and customised per job.
Applications → syncs to New Applicant (fixed)
Shortlist → select a SmartRecruiters stage (e.g. Phone screen)
Declined → syncs to Rejected (fixed)
Importing and auto-posting jobs
You can import jobs from SmartRecruiters manually from the job creation screen. Hatch pulls in the job details automatically.
You can also enable auto-posting, which automatically posts new jobs from SmartRecruiters on Hatch. When auto-posting is active, you can filter which jobs are imported by office and department. You'll also set a default job owner who will be marked as the hiring manager on Hatch.
All linked jobs will be closed automatically when it closes on your SmartRecruiters careers site.
Need help?
Reach out to your Hatch contact or support@hatch.team and we'll walk you through it. Hatch partners with Merge to support ATS integrations — Merge are an official SmartRecruiters partner.
