Step 1: Set Up the Integration in Testlify
Go to Testlify:
Navigate to Settings and click on Integrations.
From the list of available integrations, select Crelate.
Screenshot: Show Testlify Settings > Integrations with Crelate selected.
Redirect to Crelate:
Once you click on Crelate, a new tab will open. You’ll need to your Crelate account’s API Key
These details will be obtained from your Crelate account.
Step 2: Retrieve Integration Details from Crelate
Log in to Crelate:
Use your credentials to log in to the Crelate platform.
Click on the navigation menu and select "Manage Your Profile & Preferences"
Next, navigate to API Access and Enable it. Copy your API key on Testlify
Enter Details in Testlify:
Return to the Testlify integration tab.
Enter the API Key
Click Save.
You should see a message confirming Crelate is connected successfully.
Screenshot: Show confirmation message in Testlify.
Refresh Integrations List:
Click Done and refresh the Integrations page. Crelate should now appear as Added and Active.
Screenshot: Show active Crelate integration in Testlify’s Integrations list.
Step 3: Set Up Assignment-Level Integration
Create an Assessment:
In Testlify, click on Create Assessment.
Choose any job role and click Next.
Add a test from the Test Library, then click Next.
Configure Assessment Settings:
In Assessment Settings, go to the Integration module.
Click Link to open integration options.
Screenshot: Show Integration module with “Link” button highlighted.
Select Integration Details:
ATS: Choose Crelate from the dropdown.
Job Profile: You’ll see published jobs from Crelate in this dropdown. Select a job role from the list.
Invitation Stage and Completion Stage: Select appropriate stages (e.g., Meeting for invitation and Hired for completion).
Click Save to save your assessment with these integration settings.
Click Save to save your assessment with these integration settings.
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