> ## Documentation Index
> Fetch the complete documentation index at: https://f4c7a9e2d8b1-docs.tenzo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Crelate ATS Setup

> Complete guide to setting up and configuring Crelate ATS integration with Tenzo

## Overview

Crelate is a CRM and ATS platform designed for recruiting and staffing firms. Tenzo provides a comprehensive integration with Crelate that enables automated candidate outreach, AI-powered interviews, and seamless data synchronization.

<Note>
  Crelate integration uses **stage IDs** instead of stage names for more reliable stage management. This ensures consistent behavior even if stage names change in your Crelate account.
</Note>

## Prerequisites

Before setting up the Crelate integration, ensure you have:

* Admin access to your Tenzo account
* Admin access to your Crelate ATS with permissions to authorize third-party integrations

<Note>
  Tenzo connects to Crelate via Kombo, our unified API integration partner. The connection process is handled through a secure OAuth flow. Stage IDs are automatically managed by Tenzo - you'll select stages by name in the UI.
</Note>

## Initial Setup

### Step 1: Connect Your Crelate Account

Tenzo integrates with Crelate through Kombo, our integration partner. To connect your account:

1. Navigate to the **Admin** page in Tenzo
2. Select the **ATS Integrations** tab
3. Click **Add Integration**
4. Select **Crelate** from the list of available providers
5. Follow the connection wizard to authenticate with Crelate

<Info>
  For detailed step-by-step instructions with screenshots, see Kombo's guide: [How to link your Crelate account](https://help.kombo.dev/hc/en-us/articles/36336662281873-Crelate-How-do-I-link-my-account)
</Info>

### Step 2: Verify Connection

Once connected, Tenzo will automatically:

* Sync your jobs every 5 minutes
* Pull candidate and application data
* Verify custom field access

<Warning>
  **Important: Contact Your Customer Representative**

  After connecting a new integration, reach out to your Tenzo customer representative to:

  * Help configure organization-specific settings and overrides
  * Initiate a full historical data sync
  * Ensure proper configuration for your use case

  The initial full sync can take **around 12-15 hours** depending on the volume of jobs, candidates, and applications in your Crelate account. Ongoing incremental syncs will be much faster (every 5 minutes).
</Warning>

## Configuration Settings

Crelate integrations offer the most comprehensive configuration options in Tenzo. Navigate to **Admin > ATS Integrations** to configure the following:

### Candidate Flow Stages

Configure how Tenzo manages candidates through your recruitment pipeline:

<AccordionGroup>
  <Accordion title="Start Stages" icon="play">
    **Start Stages** determine when Tenzo begins outreach to candidates.

    * Select one or more stages where candidates should receive outreach
    * Candidates moved out of these stages will stop receiving messages
    * Multiple stages can be selected for flexibility

    **Example:** If you have stages like "New Applicant" or "Ready for Screen", select both to ensure all qualifying candidates are contacted.
  </Accordion>

  <Accordion title="AI Interview Above / Below Threshold Stages" icon="robot">
    **AI Interview: Above Threshold** — Stage where candidates move when the interview score and completion rate meet your configured thresholds

    **AI Interview: Below Threshold** — Stage where candidates move when the interview score or completion rate is below threshold

    * Leave blank if you don't want automatic stage movement
    * Above/below threshold is determined by your configured score and completion rate thresholds
    * Stage movements are logged in candidate activity
  </Accordion>

  <Accordion title="Resume Review Stages" icon="file-check">
    If resume review is enabled, configure where candidates move based on initial resume screening:

    **Resume Review: Above Threshold** — Candidates with qualifying resumes move here

    **Resume Review: Below Threshold** — Candidates with non-qualifying resumes move here

    <Tip>
      Resume review happens before the interview, allowing you to filter candidates early in the process.
    </Tip>
  </Accordion>

  <Accordion title="AI Opt Out Stage" icon="user">
    **AI Opt Out Stage** - Stage where candidates are moved when they opt out of the AI interview process and request manual review

    This is triggered when a candidate opts out of the AI interview.
  </Accordion>

  <Accordion title="Accommodation Request Stage" icon="universal-access">
    **Accommodation Request Stage** - Stage for candidates who request interview accommodations

    When a candidate indicates they need accommodations, they are automatically moved to this stage for human follow-up.
  </Accordion>

  <Accordion title="Pending Accommodation Review Stage" icon="user-shield">
    **Pending Accommodation Review Stage** - Optional stage for candidates whose graded interview is held for work-accommodation review

    When an interview answer is flagged for Work Accommodation Review, the candidate is moved to this stage while a reviewer resolves the flag. If left blank, no stage movement occurs while the interview is under review.
  </Accordion>
</AccordionGroup>

### Scoring & Thresholds

<CardGroup cols={2}>
  <Card title="Above Threshold Score" icon="chart-line">
    **AI Interview Above Threshold Score**

    Set the minimum score (0-100) for a candidate to be considered above threshold for the AI interview

    Default: 60
  </Card>

  <Card title="Completion Rate" icon="percentage">
    **AI Interview Completion Rate Threshold**

    Minimum percentage of interview questions that must be completed

    Default: 80%
  </Card>
</CardGroup>

### Feedback Actions Configuration

<Note>
  Crelate integrations support **Thumbs Up/Thumbs Down** feedback actions that map to stage movements.
</Note>

**Thumbs Up Stage** - When a recruiter gives a candidate a thumbs up in Tenzo, move them to this stage in Crelate

**Thumbs Down Stage** - When a recruiter gives a candidate a thumbs down in Tenzo, move them to this stage in Crelate

This provides quick manual override capabilities for recruiters reviewing interview results.

### Automatic Stage Movement

Configure automatic stage movement for candidate scenarios:

| Setting                            | Description                                                                |
| ---------------------------------- | -------------------------------------------------------------------------- |
| **Not Interested Stage**           | Stage where candidates are moved when they indicate they're not interested |
| **Enable Auto-Move After Timeout** | Automatically move candidates to a specific stage after inactivity         |
| **Timeout Days**                   | Number of days of inactivity before automatic stage movement               |
| **Timeout Stage**                  | Target stage for timed-out candidates                                      |

<Note>
  **Crelate Note**: Crelate doesn't support candidate rejection/disposition through the API. These settings control **stage movement only**. The UI may show "Auto-Reject" in the settings names, but candidates are moved to the specified stages rather than being marked as rejected.
</Note>

<Warning>
  Stage movements based on timeout are automatic. Ensure timeout settings align with your typical candidate response times.
</Warning>

### Custom Field Mapping

Tenzo can write interview data back to custom fields in your Crelate account. You'll need to create these fields in Crelate first, then map them in Tenzo's settings.

<Warning>
  **Crelate Limitation**: Application-level custom fields are **not supported** in Crelate. Use candidate-level custom fields instead for interview scores and links.
</Warning>

<Steps>
  <Step title="Navigate to Job Settings">
    In Crelate:

    1. Go to **Settings** (gear icon in the left sidebar)
    2. Under **BASIC SETUP**, select **Jobs & Opportunities**
    3. Scroll down to the **Custom Fields** section

           <img src="https://mintcdn.com/tenzoai/aJtWEGjzJUvLoQwh/images/ats-integrations/crelate/crelate-custom-field-location.png?fit=max&auto=format&n=aJtWEGjzJUvLoQwh&q=85&s=2fe77f012d068672f9e40c86b956fe9b" alt="Crelate Custom Fields Setup" width="1817" height="1019" data-path="images/ats-integrations/crelate/crelate-custom-field-location.png" />
  </Step>

  <Step title="Create Job-Level Custom Fields">
    Click **Add new Custom Field** (green plus button) and create the following field:

    **Display Name:** "Tenzo Job Link"

    **Logical Name:** "tenzo\_job\_link" (or your preferred name)

    * Must be unique
    * This exact name will be used in Tenzo's ATS Settings

    **Type:** Text

    **Picklist Set:** N/A

    Click **Save** to create the field.
  </Step>

  <Step title="Navigate to Candidate Settings">
    Now set up custom fields for candidates:

    1. Go to **Settings** (gear icon in the left sidebar)
    2. Under **BASIC SETUP**, select **Contacts**
    3. Scroll down to the **Custom Fields** section

           <img src="https://mintcdn.com/tenzoai/aJtWEGjzJUvLoQwh/images/ats-integrations/crelate/crelate-custom-fields-candidate.png?fit=max&auto=format&n=aJtWEGjzJUvLoQwh&q=85&s=931937ab836cd60f72d0f0e4029b774e" alt="Crelate Candidate Custom Fields Setup" width="1294" height="919" data-path="images/ats-integrations/crelate/crelate-custom-fields-candidate.png" />
  </Step>

  <Step title="Create Candidate-Level Custom Fields">
    Click **Add new Custom Field** (green plus button) and create the following fields:

    **Field 1: Interview Link**

    * Display Name: "Tenzo Interview Link"
    * Logical Name: "tenzo\_interview\_link" (or your preferred name)
    * Type: Text
    * Picklist Set: N/A

    **Field 2: Interview Score**

    * Display Name: "Tenzo Interview Score"
    * Logical Name: "tenzo\_interview\_score" (or your preferred name)
    * Type: Numbers (Decimal)
    * Picklist Set: N/A

    Click **Save** after creating each field.
  </Step>

  <Step title="Map Fields in Tenzo Settings">
    After creating and saving the custom fields in Crelate:

    1. Navigate to Tenzo's **Admin > ATS Integrations** page
    2. The custom fields should now appear in the dropdown selectors
    3. Map your Crelate fields to the appropriate Tenzo settings:

    **Job-Level Fields:**

    * **Tenzo Job Link Custom Field** → Select your "tenzo\_job\_link" field

    **Candidate-Level Fields:**

    * **Interview Link Custom Field** → Select your "tenzo\_interview\_link" field
    * **Candidate Score Custom Field** → Select your "tenzo\_interview\_score" field

    **Application-Level Fields:**

    * ~~Application Score Custom Field~~ - **Not available in Crelate** (skip this field)

    4. Click **Save** to apply your configuration

    <Info>
      Fields must be saved and active in Crelate before they'll appear in Tenzo's settings dropdowns.
    </Info>
  </Step>

  <Step title="Test the Integration">
    Verify the custom field mapping is working:

    1. Run a test interview with a candidate
    2. After the interview completes, check the candidate record in Crelate
    3. Verify that the interview link and score appear in your custom fields
    4. Check the job record to confirm the Tenzo job link was written
  </Step>
</Steps>

<Info>
  **Pro Tip:** Crelate shows you how many custom fields you've used (e.g., "You've used 1 of 20 available Custom Fields"). Make sure you have available slots before creating new fields.
</Info>

### Auto-Activation Settings

Control how automatically generated jobs are activated:

**Enable Auto-Activation** - Toggle automatic activation of jobs created with auto generated scripts

**Delay Activate Generated Job (Hours)** - Hours to wait before auto-activation

<Tip>
  Setting a delay gives recruiters time to review and modify auto-generated interview configurations before candidates are contacted.
</Tip>

### Activity Feeds

Configure whether communication activity is synced to Crelate:

* **Text Activity Feed Enabled** - Post SMS messages as notes in Crelate
* **Email Activity Feed Enabled** - Post email messages as notes in Crelate

This creates a complete communication history in your ATS.

### Sync Settings

**Sync Applicants for Paused Jobs** - Whether to continue syncing candidates for paused/inactive jobs

Disable this to reduce sync volume for jobs you're no longer actively recruiting for.

## Common Workflows

### Workflow 1: Basic Interview Automation

```
New Applicant (Start Stage)
    ↓ (Tenzo reaches out)
AI Interview Conducted
    ↓ (Based on score)
Above Threshold Stage ← [Score ≥ 60] → Below Threshold Stage
```

### Workflow 2: Resume Review + Interview

```
New Applicant (Start Stage)
    ↓ (Resume review)
Resume Review: Above Threshold → AI Interview → Above / Below Threshold
    ↓
Resume Review: Below Threshold (End)
```

## Best Practices

<CardGroup cols={2}>
  <Card title="Stage Management" icon="sitemap">
    * Use clear, descriptive stage names in Crelate
    * Test stage movements with a test candidate
    * Keep your stage structure simple initially
    * Review stage configuration after first few interviews
  </Card>

  <Card title="Custom Fields" icon="input-text">
    * Create custom fields before configuring mapping
    * Use consistent naming conventions
    * Test field updates with sample candidates
    * Document field purposes for your team
  </Card>

  <Card title="Thresholds" icon="sliders">
    * Start with default thresholds (60 score, 80% completion)
    * Review first 20-30 interviews before adjusting
    * Adjust based on your specific role requirements
    * Document threshold rationale for your team
  </Card>

  <Card title="Communication" icon="comments">
    * Enable activity feeds for complete audit trails
    * Review synced notes to ensure quality
    * Train team on how Tenzo messages appear in Crelate
  </Card>
</CardGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection Issues" icon="link-slash">
    **Possible Causes:**

    * Incorrect Crelate credentials
    * Insufficient permissions in Crelate
    * Third-party integrations blocked
    * API connection timeout

    **Solutions:**

    1. Verify you have admin access to Crelate
    2. Check that third-party integrations are enabled in Crelate settings
    3. Try disconnecting and reconnecting the integration
    4. Consult [Kombo's connection guide](https://help.kombo.dev/hc/en-us/articles/36336662281873-Crelate-How-do-I-link-my-account)
    5. Contact Tenzo support if issues persist
  </Accordion>

  <Accordion title="Candidates Not Moving Stages" icon="circle-exclamation">
    **Possible Causes:**

    * Incorrect stage selected in configuration
    * Candidate not in start stage
    * Interview not completed or scored
    * API connection issues

    **Solutions:**

    1. Verify stage selections in Tenzo ATS Settings
    2. Check candidate's current stage in Crelate
    3. Review interview completion status
    4. Test API connection in Admin > Integrations
  </Accordion>

  <Accordion title="Jobs Not Syncing" icon="briefcase">
    **Possible Causes:**

    * Jobs are archived or closed in Crelate
    * API rate limiting
    * Job sync filters active

    **Solutions:**

    1. Ensure jobs are active in Crelate
    2. Wait for next sync cycle (5 minutes)
    3. Check sync settings for filters
    4. Review API rate limit status
  </Accordion>

  <Accordion title="Activity Feed Notes Not Appearing" icon="note">
    **Possible Causes:**

    * Activity feed disabled in settings
    * API permissions don't include note creation
    * Notes added to wrong entity type

    **Solutions:**

    1. Enable activity feeds in ATS Settings
    2. Verify API credentials have note permissions
    3. Check candidate record vs application record
  </Accordion>
</AccordionGroup>

## API Limitations

<Warning>
  The Crelate integration has some known limitations due to Crelate's API structure:
</Warning>

### Application Custom Fields - Not Supported

**Application-level custom fields are not available in Crelate.** This is a Crelate platform limitation, not a Tenzo limitation.

**Workaround:** Use candidate-level custom fields instead. Be aware that:

* Candidate fields will be overwritten if a candidate applies to multiple jobs
* Each new interview will update the candidate's score field
* For job-specific data, consider using job-level fields or notes

## Getting Help

<CardGroup cols={3}>
  <Card title="Tenzo Support" icon="life-ring">
    For Tenzo-specific questions:

    [Contact Support](https://www.tenzo.ai/software-support)
  </Card>

  <Card title="Kombo Integration Help" icon="plug">
    For connection and sync issues:

    [Kombo Help Center](https://help.kombo.dev/hc/en-us/articles/36336662281873-Crelate-How-do-I-link-my-account)
  </Card>

  <Card title="Crelate Documentation" icon="book">
    For Crelate platform questions:

    Consult your Crelate API documentation
  </Card>
</CardGroup>

## Next Steps

After setting up your Crelate integration:

1. [Job-Specific Settings](/settings/interview-settings) - Customize interview settings for individual jobs
2. [Rules Engine](/ats-integrations/rules-engine) - Automate ATS workflows with conditional rules
3. [Create Your First Interview](/getting-started/create-first-interview) - Learn how to set up and configure interviews