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  3. Setting Up Connectors for Crosschq 360


Configure your Crosschq Connector with Lever

Read the sections below to learn more about the steps necessary to connect Crosschq with Lever:

Connecting to Lever

Within Lever, go to settings > integrations and API scroll down, and find Crosschq within the Background and reference checks section.

Enable the connector by clicking the slider.

(To enable the Lever integration for NHA, Crosschq will need access to the confidential data.)

Click "Generate New Key" and copy the API key. Make sure to save the API key as it's only shown once. Then press "done".

Next, log into your Crosschq administrator account, then click Organization Settings > Connectors item on the menu. Locate the Lever listing in the main panel, then click the Manage button.

Click the slider to enable the connector, click "edit parameters" and paste the API key into the Lever API Token field.

Close the Edit Parameters section and follow the next steps to set up the webhooks.

Setting Up Webhooks

On the Lever Connector page within Crosschq, copy the Lever Webhook URL.

Go back to the Lever admin page and click the Webhooks tab.

Enable the Candidate Stage Change slider so that it turns green in color, click Add Webhook, and then paste the Webhook URL you copied from Crosschq.

Go back to Crosschq and copy the Lever Webhook Hired URL.

Go back to the Lever admin page > Webhooks tab again, scroll down, click the Candidate Hired slider so that it turns green in color, select Add Webhook, and then paste the Webhook Hired URL you copied from Crosschq.

Now that the webhooks are set up within Lever you must add the signature tokens to Crosschq.

Navigate back to Crosschq, select "edit parameters" and paste the two signature tokens created in the steps before as listed below:

  1. Paste the signature token from the Candidate Stage Change section into the Webhook Sign-in Token field.
  2. Paste the signature token from the Candidate Hired section into the Webhook Hire Sign-in Token field.

Finally, use the Lever Interview Stage field to select the stage at which you want the Crosschq request to be triggered. Note that all stages you create within Lever will populate in this drop-down menu. Then click "Save Changes".

Note: If a candidate is not hired, the owner of the candidate will receive an email two weeks after Crosschq is complete that prompts the owner to indicate if the candidate was hired or not. When the owner responds to this email message, the status will update in both Crosschq and Lever.

Set Templates

Within Crosschq, go to Organization Settings > Templates. Select Create New Template. 

Enter the required information such as template name, add an ATS Tag for that template and create a description of the template.  

Within the Request Settings, add in the position, select the appropriate survey, and configure the number/type of references you want to be associated with this request. Please note, the relationship type can either be specified or you can select any relationship type and let the candidate determine the type of reference. Additionally, you can add customized notes to each specific reference request, i.e. "Please provide a manager reference from X company."

From there, add in optional hiring manager information. Finally, you can create custom emails or text messages associated with each template by filling out the custom notifications section. When you are done, select Create Template.


At any point, if you need to edit or delete a template select the three dots next to the template and you can manage from there. 


Back in the Lever admin facility, it's important to ensure that any job that you create contains the same tag—so that the template will match the job. In the figure below, you can see where to add the tag. Please note tags should be all lowercase.

Sending a Crosschq reference request from Lever

Choose a candidate that is currently applying for a specific job and ensure that the tag for the job matches the tag of the default template that you've chosen in Crosschq.

When you are ready to start the Crosschq reference request, go to the candidate's page in Lever and move that candidate to the stage you chose in the Lever Interview Stage field when setting up the connector. This will automatically initiate the Crosschq request.

View a Crosschq report from within Lever

To view a Crosschq reference report in Lever, go to a candidate page. Along the right side, you'll find a link to the Crosschq report (see the figure below). Click this link to open another page from which you can review the Crosschq report.

Additionally, the recruiter will get a notification in the notes section of the candidate's profile in Lever when the request is completed with a link to the report.

Screen Shot 2022-01-04 at 5.28.03 PM

Exporting prospects to Lever

You can control how to export prospect data from Crosschq to Lever. On the Lever connection page in Crosschq, locate these two slider buttons:

  • Export Prospects from Crosschq to Lever — export all existing prospects from Crosschq to Lever
  • Automatically Export New Prospects to Lever — automatically export any future prospect over to Lever. 

You can enable one or both of these settings.