Integrating PageUp with Checkmate streamlines your candidate background screening process. Once set up, you can launch checks in Checkmate without leaving PageUp, and view the progress of checks directly within PageUp.
Checkmate integrations are configured at company level. To avoid any issues, we recommend completing the steps below using your company's Checkmate user account with the highest level of permissions.
You will also need SuperUser permissions in PageUp to add background check packages.
Once you've completed setup, see Candidate checks via PageUp to get started.
Create bundles in Checkmate
You'll need to create your bundles in Checkmate before proceeding with the integration setup.
Bundles are a quick and easy way to launch multiple checks for a candidate at once. Learn more about bundles.
Request your bundle list from Checkmate support
Once your required bundles have been created, contact Checkmate support at team@checkmate.tech to request a list of the bundles assigned to your account.
Our support team will provide you with the name and ID of each bundle.
Ask PageUp support to enable the Checkmate integration
Once you have your bundle list, forward it to PageUp support and ask them to enable the Checkmate integration and set up the bundles within your account. Ask them to provide you with the following credentials:
- Client ID
- Client Secret
- Instance ID
If your bundle configuration changes, here is what you need to know:
- If you add, rename or delete a bundle, you will need to contact PageUp support to update the configuration on their end.
- You can add or remove checks within an existing bundle without needing to contact PageUp support.
Enable the integration in Checkmate
Once you have your credentials, follow these steps to enable the integration in Checkmate:
- While signed in to your Checkmate account, navigate to your company settings by clicking your initials in the upper-right corner and selecting Company Settings.
- Navigate to the Integrations tab.
- Use the search field to find the PageUp card, or scroll to find it.
- Toggle the PageUp integration on.
- Click the Manage details arrow to expand the section.
- Enter your credentials and click Save.
Add background check packages in PageUp
Once the integration has been enabled, add your Checkmate bundles as background check packages in PageUp.
- In PageUp, navigate to Settings and search for Background check packages.
- Click Background check packages.
- Click New.
- Enter a Title, the bundle Code from Checkmate, and select Checkmate from the Supplier dropdown.
- Click Submit.
- Your package will appear in the Background check packages list.
- Click Save Changes.
Need help? Contact our support team at team@checkmate.tech and we'll be happy to assist.