In an IT consultancy, candidates, consultants and client needs live in one central tool: an ERP such as BoondManager or Everwin, or an ATS such as Bullhorn, Taleez or Flatchr. The tools that help salespeople day to day (CV formatting, matching, sourcing, interview preparation) often live somewhere else.
The result: you download the CV, upload it to another tool, copy the job description, then put the final version back in the ERP. A few minutes each time, dozens of times a week. This guide explains what an integration changes, what you need to set it up, and what it allows with each of the five most used tools.
Consultancy ERP or ATS: two families of tools
A consultancy ERP runs the whole business: clients, needs, consultants, assignments, timesheets, invoicing. BoondManager and Everwin are two examples. Candidate and consultant CVs are attached to their record.
An ATS (applicant tracking system) focuses on recruitment: candidates, CVs, job offers and process stages. Bullhorn leads staffing in the US and the UK; Taleez and Flatchr are widely used in France.
Many consultancies use both: the ERP for sales and management, the ATS for recruitment.
What an integration changes day to day
A well-designed integration removes three round trips:
- Importing the CV: search the candidate by name, pick their CV, and it lands straight in the tool, no download.
- Loading the need: the job description (or offer, or listing) fills the matching or sourcing tool.
- Sending the result back: the formatted CV is added to the candidate record, where the whole team can find it.
Not everything should go back to the ERP. A match score or a list of interview questions is specific to one assignment: storing them on the candidate record would quickly clutter it.
What you need to connect your tool
Each vendor gives API access differently:
| Tool | What you need | Where to find it | |---|---|---| | BoondManager | User token, client token, client key | Administration > Developer space | | Everwin | Server address and API key (Everwin SX 25.1 or later) | SX administration console | | Bullhorn | Client ID, secret and API user | Request from Bullhorn support | | Taleez | Secret API key | Settings > Tools > API & Webhooks | | Flatchr | Company key and API key (valid 365 days) | Advanced settings > Advanced > API |
In most cases, an administrator account is needed to create these credentials. If you are not an administrator, ask whoever manages your ERP or ATS.
Security best practices
Giving access to your ERP is not trivial: it holds candidates' personal data and commercial information. A few points to check before connecting a third-party tool:
- Credentials are checked, then encrypted: they should never be shown again or travel in clear text.
- Each user connects their own account, so the tool only sees what their rights allow.
- Disconnecting deletes the credentials, at any time.
- Nothing is written without your action: the tool reads CVs and needs, and only adds a document when you ask it to.
What each tool allows
BoondManager: candidates and resources, their CVs, client needs; the formatted CV is sent back to the record.
Everwin: candidates and employees, opportunities. An Everwin opportunity has no description field: its text is rebuilt from the label, comments and attached job description.
Bullhorn: candidates and attachments, job orders. The formatted CV joins the candidate's files.
Taleez: candidates and documents, job offers, with the CV sent back to the candidate's documents.
Flatchr: candidates, CVs and listings. Flatchr's API does not accept document uploads: the formatted CV is downloaded, then added to the record by hand.
With StaffKit
StaffKit connects to these five tools from the « ERP & ATS » menu. Once connected, you import CVs into Transform a CV, Mission Fit and Interview Challenger, load your needs into Mission Fit and Sourcing, and send the ESN-format CV back to the record in one click. The connection is included in the €5 monthly subscription, and available during the 7-day free trial.
See the Integrations page for details.