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Recruit CRM — IT Setup Guide

One-time setup steps to connect Recruit CRM to SIA

4 min readUpdated Nov 1, 2026

This guide is for IT administrators and Recruit CRM account owners. It covers enabling API access, connecting Recruit CRM to SIA, and optionally setting up custom fields and candidate stage mapping.

Once setup is complete, your HR team can start using SIA's hiring intelligence directly from Recruit CRM. See the Recruit CRM HR Workflow Guide for what they can do from there.

Note: API access is available on the Business plan or higher. If you're on a lower plan or a free trial, you'll need to upgrade before you can connect. Connecting Recruit CRM to SIA connects it for your entire organisation — confirm with your team before switching connectors, as SIA only keeps one ATS active at a time.

Before you begin

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To connect Recruit CRM to SIA, you'll need to complete two steps — and optionally two more:

  1. Enable API access in Recruit CRM
  2. Create the Senseloaf custom fields in Recruit CRM (optional)
  3. Set up candidate stage mapping (optional)
  4. Connect Recruit CRM in the SIA Connectors page

Step 1 — Enable API access in Recruit CRM

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Only the Account Owner can access and manage this setting. An Admin can only do this if the Account Owner has created a custom role explicitly granting the permission.

  1. Log in as the Account Owner and open Admin Settings
  2. Scroll down and click API
  3. Toggle Enable API Token on
  4. Copy the API token that's displayed and store it securely

You won't be able to see the full token value again after leaving this screen. Store it securely before continuing.

Step 2 — Create custom fields in Recruit CRM (optional)

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Senseloaf can write its score and report link into a set of custom fields on the candidate record. Creating these is optional, but if you do, let the Senseloaf team know once they're created so the fields can be mapped during onboarding.

  1. Log in as the Account Owner (or a role with Data Customization access) and open Admin Settings
  2. Under Data Customization, choose the Candidates entity
  3. Click + New Custom Field
  4. Create the fields below, choosing the matching field type, then click Save Field
Field nameField typeStores
SIA ScoreNumberThe overall candidate score from Senseloaf's AI agents — resume matching, prescreening, and interview combined
SIA ReportText / URLA link to the candidate's Senseloaf report card

Note: Recruit CRM allows up to 15 custom fields on the Pro plan and 100 on the Business plan. Once a field's type is set, it cannot be changed later — you'd need to create a new field and delete the old one, which also deletes its stored data. Activity updates (screening, matching, engagement) are logged automatically as notes on the candidate. No separate field is needed for that.

Quick reference

LevelNameTypeRequired?
CandidateSIA ScoreNumberOptional
CandidateSIA ReportText / URLOptional

Step 3 — Candidate stage mapping (optional)

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Recruit CRM organises each job's pipeline as a set of hiring stages. Senseloaf can automatically move candidates between these stages based on their AI evaluation outcome — matching, prescreening, or interview. You're not limited to a fixed set of stages, and there's nothing new to create if your existing pipeline already covers the outcomes you need.

Enable automatic syncing

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To enable automatic syncing of your Recruit CRM data with SIA, reach out to the Senseloaf team at support@senseloaf.com. The team will configure and enable the bidirectional sync for your organisation.

Step 4 — Connect Recruit CRM to SIA

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A. Open Connectors in SIA

  1. Log in to your SIA account
  2. Click your Profile icon in the bottom-left corner
  3. Click Connectors from the menu
  4. Search for Recruit CRM and click Connect — this opens the pop-up for entering credentials

B. Enter your Recruit CRM credentials

  • API Token — paste the token generated in Step 1 into the API Key field

C. Connect Recruit CRM

  1. Click Connect
  2. SIA establishes the connection with your Recruit CRM account

What happens once connected

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Once Recruit CRM is connected, SIA begins syncing jobs and candidates automatically, no further setup required from IT. For a full overview of what the HR team can do from here, see the Recruit CRM HR Workflow Guide.

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