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Technical Setup

The technical setup stage focuses on connecting Wintro to your existing systems. We’ll configure integrations with your ATS, set up SSO/SCIM if applicable, and ensure data flows correctly.

Goals

Section titled “Goals”

By the end of this stage, we will have:

  • Connected your ATS to Wintro
  • Configured SSO/SCIM (if applicable)
  • Verified job data is syncing correctly
  • Set up any additional integrations
  • Tested the end-to-end data flow

Integration Walkthrough

Section titled “Integration Walkthrough”

ATS Connection

Section titled “ATS Connection”

Wintro integrates with most major Applicant Tracking Systems. During this stage, we’ll:

  1. Generate API credentials in your ATS
  2. Configure the connection in Wintro
  3. Map job fields and statuses
  4. Sync your open positions
  5. Test referral submission flow

Supported ATS platforms: See our Integrations documentation for the full list.

SSO/SCIM Configuration

Section titled “SSO/SCIM Configuration”

If you’re using Single Sign-On and/or automated user provisioning:

  1. SSO Setup - Connect Wintro to your identity provider

  2. SCIM Provisioning - Automate user creation and deactivation

Additional Integrations

Section titled “Additional Integrations”

Depending on your setup, we may also configure:

Data Import Considerations

Section titled “Data Import Considerations”

Job Data

Section titled “Job Data”
  • Historical jobs vs. active jobs only
  • Job categories and departments
  • Location mapping
  • Required fields

Employee Data

Section titled “Employee Data”
  • Import method (manual, CSV, SCIM)
  • Data fields to sync
  • Department/team structure
  • Privacy considerations

What to Prepare

Section titled “What to Prepare”

Please have the following ready:

  • Admin access to your ATS
  • IT administrator available with SSO admin access
  • List of fields you want to sync
  • Any specific security requirements documented
  • Test user accounts for verification

Security Checklist

Section titled “Security Checklist”

We’ll review these security items during setup:

  • API credentials stored securely
  • SSO correctly configured
  • User permissions verified
  • Data flow meets compliance requirements
  • Audit logging enabled

What’s Next?

Section titled “What’s Next?”

Once technical setup is complete, we’ll move to Training & Rollout to prepare your team to use Wintro effectively.