Overview: 🚀 SpringVerify + Zoho Recruit Integration Guide

SpringVerify’s integration with Zoho Recruit helps you manage employee background verifications seamlessly. Once set up, you can initiate verifications directly from Zoho Recruit, with documents fetched automatically, candidate details pre-filled, and reports synced back to Zoho.

Integrating ZR<>SV and candidate form setup: video link

Initializing BGV for candidates, prefilled BGV form, and getting status on Zoho Recruit: video link

1. Log in to the SpringVerify portal → Integrations.

2. Find the Zoho Recruit card and click Connect.

3. You’ll be redirected to Zoho Recruit — log in and click Accept.
   
   

4. You’ll return to SpringVerify with a confirmation message: “Zoho Recruit Integration added successfully.”
   

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Step B: Add Background Verification Fields in Zoho Recruit

1. Go to Settings → Modules → Candidates
   
   

2. Create a new section called BGV.
   ⚠️ Field names must match exactly as given here.

3. Add the following fields:

   • Picklist: SpringVerify Package → add package names from SV portal.

   • Single-Line: SpringVerify BGV Status

   • Multi-Line: SpringVerify BGV Remarks

   • URL: SpringVerify BGV Report

4. Click Save Layout.

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Step C: Start a Background Verification in Zoho Recruit

1. Open a Candidate Detail Page or create a new candidate.
   
   
   
   

2. Upload required documents as attachments.

   • SpringVerify AI will parse docs, auto-categorize (employment, education, etc.), and prefill details.

3. Select the SpringVerify Package from the dropdown → click Save.
   
   

4. BGV Initiation:

   • Webhook method: Instantly triggers BGV when a package is selected.

   • Cron method: Sync runs every 5 minutes to fetch updates.

5. If issues occur (missing docs, duplicate email/phone, etc.), the field BGV Remarks will show the failure reason.

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Step D: Track BGV Status & Reports

1. Every 3 hours, SpringVerify pushes updated status + report URL back into Zoho Recruit.

1. You can view these in the BGV section of the Candidate profile.
   
   
   
   

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.

1. In Zoho Recruit, go to Settings → Workflow Rules → Create Rule.
   
   
   
   2. 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://dev-webhook.in.springverify.com/zoho_recruit” if you want to test on SpringVerify’s sandbox account, else add “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.

7. Click on “Save and Associate” Button.




Immediate Status Workflow:

1. A.  Setting up webhook on Zoho Recruit:
2. On your Zoho account, navigate to the Settings and click on “Workflow Rules”.
   
   
   
3. Click on the “Create Rule” button and select the “Candidates” module. Give it a name and description of your choice.
   
   
   
4. Select “On a Record Action” > “Field Update” > Choose “SpringVerify Package” field > Click on Next. Then select “All Candidates” and click on “Next”.
   
   
   
   
5. Click on Instant actions and select Field Update.
   
   
   
6. 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. 
   
   
   
   
7. Click on Save and Associate button.

List of file names/ category names supported with the Integration for Document mapping and processing

### ID Check

- id

- pan

- aadhaar

- passport

- voterid

- driving license/ driving

### Employment Check

- emp

- offer

- appointment

- payslip

- resignation

- releiving

- internship

- termination

### Education Check

- edu

- degree

- diploma

- certificate

- transcript

- marksheet/ mark

- grade

- provisional

- completion

- attendance

- bonafide

- consolidated

- semester

- course

- program

- academic

- result

- scorecard

- registration

- graduation

- postgraduate

- undergraduate

- class

### Address Check

- add

- address

- aadhaar

- aadhar

- rental

- sale

- gas

- electricity

- passport

- bank

- rent

- affidavit

FAQs (Quick Reference)

Q1. What does the integration do?
Fetches candidate docs, pre-fills the BGV form, initiates verification, and sends reports/status back into Zoho Recruit.

Q2. Why is BGV not starting?

• Ensure SpringVerify Package is selected.

• Check that the BGV fields are added correctly.

• Verify the integration is active.

Q3. How often are statuses/reports updated?

• Every 3 hours (Cron) or instantly (if Webhook is set up).

Q4. Who updates the fields?

• You select SpringVerify Package.

• SpringVerify updates BGV Status, Remarks, and Report URL automatically.

Q5. What if labels/fields don’t match?

• Integration will fail. Ensure fields match the KBA exactly.