Overview:

SpringVerify has refined its integration with Zoho Recruit, providing your organisation with an even more streamlined approach to managing employee background verifications. This enhanced integration further optimises and automates the verification process within the Zoho Recruit Portal.

Step 1: Locate the Zoho Recruit card and click on “Connect” to open it.

Step 2: Inside the Zoho Recruit integration, click on the ‘Connect’ button, which will redirect you to the Zoho Recruit



Step 3 : Log in to Zoho Recruit and click on “Accept” to grant us access.

Step 4 : You will be redirected back to the SpringVerify Integrations page with a confirmation message: "Zoho Recruit Integration added successfully."

1. Navigate to the Settings section.

2. Click on Modules and select Candidates.

1. Create a New Section for Background Verification and name it “BGV”.
   

1. Important: The name should match the KBA for labels and field names
   

2. 
   

2. Configure the Package Mapping dropdown by clicking on Picklist to create one. Name it 'SpringVerify Package' and add the package names listed in the SV portal as options.
   
   
   
   

3. Drag and drop the Single-Line field to add the 

1. “SpringVerify BGV Status”,

2. Multi-Line field to add the “SpringVerify BGV Remarks” and 

3. URL field to add the “SpringVerify BGV Report”.
   

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4. Click Save Layout to save the changes in the candidate form.
   

Section C: Steps to initiate Background Verification from Zoho Recruit

1. Navigate to the Candidate Detail Page or create a new candidate in Zoho Recruit.

2.Upload all necessary documents as attachments within Zoho Recruit. SpringVerify will use AI to parse documents, categorize them into employment, education etc, prefill the candidate form saving time for candidate and ensuring compliance for company.

3. Select the Background Verification Package
When initiating Background Verification, select the appropriate package from the dropdown section and click Save to apply the selected package.

4. 

Webhook based approach: If Webhook is configured, Candidate’s BGV is instantly Initiated with the SpringVerify for Candidate Addition, Document processing and BGV Form Pre-filling

Cron based approach: Every 5 minutes, our Lambda function is triggered. It calls Zoho’s API using the access token to retrieve candidates who were updated in the last 5 minutes and have a value in the SpringVerify Package field.

5. As the candidate is processed with the Integration, we send an “Awaiting Input” status to Zoho Recruit. If there are missing fields, duplicate email/phone, or other errors, we update the field: SpringVerify BGV Remarks with  “Failed to add candidate (failure reason)”.

Section D: Getting BGV Report and Status back on Zoho Recruit

Every 3 hours, we push the updated status and BGV report to Zoho Recruit.

Congratulations! You have successfully integrated Zoho Recruit with SpringVerify. Bravo 👏

By implementing a background verification process, your organisation has made a smart decision to ensure the accuracy of employee information. This step strengthens trust, integrity, and reliability within your team.

Webhook-Based Integration:

A.  Adding Zoho Recruit Organization name to SV:

1. Follow the steps, to copy the token from SV Integration page, to be used for webhook configuration
   

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B.  Setting up webhook on Zoho Recruit:

1. On your Zoho account, navigate to the Settings and click on “Workflow Rules”.

2. Click on the “Create Rule” button and select the “Candidates” module. Give it a name and description of your choice.

3. Select “On a Record Action” > “Field Update” > Choose “SpringVerify Package” field.

4. Choose “All Candidates” and click on Next.

5. Click on “Instant Actions” and select “Webhook”

6. Click on “New Webhook”

7. Follow the instructions:

1. Give it a name of your choice

2. Add URL “https://webhook.in.springverify.com/zoho_recruit” for Production.

3. Select “POST” in the method

4. Give it a description of your choice

5. Keep Authorization Type as “General”

6. Add the following field with these specific names under the “Parameters in Standard Format” (Name:Value)

1. id: Candidate Id

2. package: SpringVerify Package

7. Add the following field with these specific names under the “Append Custom Parameters” (Name:Value)

1. token: Token copied from SpringVerify’s Zoho Recruit integration page

8. (optional) At the “Parameters in the User Defined Format”, give it the name “Full_Name”. This will be a combination of first and last name. Select First Name and click on Insert. It will be displayed in the text area below. Then click on that text area and add a space. Then select Last name and click on insert again.

8. Click on “Save and Associate” Button.

Immediate Status Workflow:

A.  Setting up webhook on Zoho Recruit:

9. On your Zoho account, navigate to the Settings and click on “Workflow Rules”.

10. Click on the “Create Rule” button and select “Candidates” module. Give it a name and description of your choice.

11. Select “On a Record Action” > “Field Update” > Choose “SpringVerify Package” field > Click on Next. Then select “All Candidates” and click on “Next”.

12. Click on Instant actions and select Field Update.

13. Click on the New Update button. Give it a name of your choice, select “Candidates” Module and “SpringVerify BGV Status” field. Add the message of your choice. For eg: Successfully initiated BGV with SpringVerify. Wait for a few minutes.

14. Click on Save and Associate button.

Zoho Recruit Integration – FAQ

1. What does the Zoho Recruit integration with SpringVerify do?

The integration allows automatic fetching of candidate documents from Zoho Recruit, partially fills the Background Verification (BGV) form, and enables seamless report updates within Zoho Recruit.

2. How do I enable the integration between Zoho Recruit and SpringVerify?

Follow these steps to enable the integration:

1. Navigate to the Integrations section on the SV portal.

2. Locate the Zoho Recruit card and click "Connect."

3. Ensure that you have added the required sections in the candidate module.

4. Select a SpringVerify package while saving candidate details.

3. How do I add a new section in the Candidates module for BGV?

1. Go to Settings > Modules > Candidates.

2. Click "New Section" and name it appropriately (e.g., "Background Verification").

3. Ensure the labels and field names match the KBA instructions.

4. Save the changes.

4. How do I configure the "SpringVerify Package" dropdown in Zoho Recruit?

1. Click on Picklist to create a Package Mapping Dropdown.

2. Name the field label as "SpringVerify Package."

3. Add the Name of the Packages present in the SpringVerify

• Examples

1. Upstart Verifier

2. Master Verifier

3. Elite Verifier

4. Custom Verifier

4. The number of options should match the number of packages available on SpringVerify.

5. How do I add the BGV Status and Report fields in Zoho Recruit?

1. Click on Single Line to create a field for SpringVerify BGV Status.

2. Click on Multi Line to create a field for SpringVerify BGV Remarks.

3. Click on the URL to create a field for the BGV Report Link.

4. Adjust the field settings as per the Reference Images provided in the KBA.

6. How do I initiate BGV after adding a candidate in Zoho Recruit?

1. Log in to Zoho Recruit and navigate to the Candidates module.

2. Add a new candidate with the required details.

3. Select the SpringVerify Package while saving the candidate's info.

4. The BGV process will be partially filled and initiated automatically.

7. How do I check the BGV report and status in Zoho Recruit?

1. Navigate to the Candidates module in Zoho Recruit.

2. Open the candidate profile.

3. The BGV Status and BGV Report Link will be available in the Background Verification section.

🔗 How the report and status will appear on Zoho Recruit

8. Why is the candidate's BGV not initiated after saving their details?

✅ Ensure that you have selected the SpringVerify Package while saving the candidate.
✅ Verify that the Background Verification section is added correctly in the candidate module.
✅ Check if the integration between Zoho Recruit and SpringVerify is active.

9. Why is the BGV Status field not updating in Zoho Recruit?

✅ The BGV process might still be in progress; wait for updates.
✅ Ensure that the BGV Status field is correctly added as a single-line field.
✅ Recheck if the candidate details match the required format in Zoho Recruit.

10. What happens if the labels and fields do not match the KBA?

✅ If the field names do not match the KBA, the integration may not function properly.
✅ Make sure to use the same labels and verify the setup again.

11. The BGV Report Link is not appearing. What should I do?

✅ Ensure that the BGV Report Link field is added as a URL field in Zoho Recruit.
✅ Confirm that the BGV process has been completed in SpringVerify.
✅ Check for any syncing issues between Zoho Recruit and SpringVerify.

12. How do I start setting up the candidate form for SpringVerify in Zoho Recruit?

Go to Settings → Modules → Candidate Form. Add a new section (you can name it "BGV") and start adding the required fields.

13. What fields are required for SpringVerify integration?

You need to create the following fields:

• Picklist Field: Name it SpringVerify Package (case sensitive). Add your package names from the SpringVerify portal.

• Single-line Field: Name it SpringVerify BGV Status.

• Multi-line Field: Name it SpringVerify BGV Remarks.

• URL Field: Name it SpringVerify BGV Report.

14. Who updates these fields?

• The Spring Verify Package field must be selected manually when creating or editing a candidate.
  
  

• The BGV Status, BGV Remarks and Report URL fields are automatically updated by SpringVerify once the background verification progresses or completes.
  
  

15. How can I manage access to these fields?

You can control field permissions in Zoho Recruit.
It’s recommended to set the BGV Status, BGV Remarks and Report URL fields to read-only for most users and grant edit rights only to users responsible for integrating SpringVerify.

16. Can I ensure documents are uploaded before initiating BGV?

Yes! You can set up a Layout Rule:

• Create a rule prompting users to "Add Documents before initiating BGV".
  
  

• Set this rule to trigger when the SpringVerify Package field is not empty.
  
  

• Make required attachments mandatory and optionally hide the BGV Status and Report URL fields until a package is selected.

17. How does the candidate form behave after setting the layout rule?

Before selecting a package:

• Attachments are optional.
  
  

• BGV Status, BGV Remarks  and Report URL fields are hidden.

Once a package is selected:

• Attachments become mandatory.
  
  

• The BGV Status, BGV Remarks  and Report URL fields become visible.

18. How do I complete the integration with SpringVerify?

Go to SpringVerify → Integrations → Zoho Recruit → Connect.
Log into Zoho Recruit, select your organization if prompted, review access permissions, and click Accept.

19. When will the candidate data sync to SpringVerify?

After you select a package for a candidate, SpringVerify will automatically pick up the candidate record and initiate the verification process.
If webhook is configured, Sync happens instantly, else Sync happens at an interval of every 5 minute

20. Can I verify if the candidate was successfully added to SpringVerify from Zoho Recruit?

Yes! You can check the candidate's status directly in Zoho Recruit to confirm whether they were successfully added to SpringVerify.

21. Are candidate documents uploaded on Zoho Recruit used for BGV?

 Yes. Documents uploaded by candidates through Zoho Recruit are fetched and prefilled into the BGV form on SpringVerify.

22. How accurate is the prefilled information in the BGV form?

The prefilled data relies on AI-based extraction, so the accuracy depends on the AI’s ability to interpret the uploaded documents.

23. How frequently are BGV status and reports updated in Zoho Recruit?

The BGV status and BGV report URL are updated in Zoho Recruit every 3 hours.

24 If two employment or two education are present, how will the documents be assigned?

A: The system will guess and assign documents accordingly.