How to Connect & Use Workable ATS & MCP with YourMedSoft
Complete step-by-step guide to integrate Workable ATS & MCP with YourMedSoft. Learn how to connect Workable ATS & MCP, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
To connect Workable ATS & MCP to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate Workable ATS & MCP, and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull candidates, applicants & resumes into Hiring & Applicant Pipeline (/portal/hiring), push job postings, clinical requisitions & placements out to Workable ATS & MCP, or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on Workable ATS & MCP (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and Workable ATS & MCP are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- Electronic Record Retention: All synchronization logs and execution payloads are maintained in immutable audit storage in compliance with federal healthcare record retention requirements.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate Workable ATS & MCP
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "Workable ATS & MCP" or filter by the "Recruiting & Job Boards" category pill.
Connect Workable ATS & MCP (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your Workable ATS & MCP admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your Workable ATS & MCP token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom Workable ATS & MCP subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
Automate Bidirectional Sync with 60+ Healthcare Platforms
Connect YourMedSoft directly to Gusto, ADP, Epic, PointClickCare, QuickBooks, and Bullhorn. Eliminate double entry with 1-click two-way sync.
Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "Workable ATS & MCP Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from Workable ATS & MCP" to pull candidates, applicants & resumes via API, or use "Upload CSV / JSON File into Hiring Pipeline (Applicants) & Staff Roster" to batch-import records directly into Hiring & Applicant Pipeline (/portal/hiring).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the Workable ATS & MCP Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Hiring & Applicant Pipeline). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to Workable ATS & MCP.
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Hiring & Applicant Pipeline at /portal/hiring). Select your active billing cycle or pay period, review the live record counts (Active Job Postings & Candidate Stages), and click "Export to Workable ATS & MCP" for direct API transmission or "Download CSV Batch" for manual upload into Workable ATS & MCP.
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Hiring & Applicant Pipeline (/portal/hiring) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your Workable ATS & MCP plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: Workable ATS & MCP shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means Workable ATS & MCP was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open Workable ATS & MCP > "Manage Data & Sync" > "API Key" tab, paste your Workable ATS & MCP token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by Workable ATS & MCP
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in Workable ATS & MCP, or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into Workable ATS & MCP.
Issue: Where do my imported records from Workable ATS & MCP appear?
Operational Resolution: Imported records from Workable ATS & MCP are saved directly into Hiring Pipeline (Applicants) & Staff Roster. Click the "Hiring & Applicant Pipeline" link inside the "Import (Data In)" tab or navigate to /portal/hiring in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect Workable ATS & MCP?
As soon as you click Connect, YourMedSoft pins Workable ATS & MCP to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Hiring & Applicant Pipeline (/portal/hiring), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for Workable ATS & MCP?
In the Workable ATS & MCP Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Hiring & Applicant Pipeline): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push active job postings & candidate stages or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and Workable ATS & MCP?
The two-way integration handles: (1) Inbound (Data In): Import Workable candidates, job applicants, and employee directory via SPI v3 or MCP -> routed to Hiring & Applicant Pipeline (/portal/hiring). (2) Outbound (Data Out): Publish open clinical requisitions, update candidate stages, and sync hired clinicians -> sourced from Active Job Postings & Candidate Stages.
Does connecting Workable ATS & MCP incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your Workable ATS & MCP API key or use free CSV Batch / Sandbox Mode.
Was this guide helpful?
Your feedback helps us continuously improve our documentation.
Recommended for App Integrations
Free Operational Staffing Templates Hub
Attorney-reviewed contracts, checklists, and meal waivers for healthcare staffing agencies.
Healthcare Staffing Gross Margin Calculator
Interactive tool to model bill-to-pay spreads, statutory burden, and agency profits.
41+ State eNLC Compact License Map
Check multi-state compact nurse licensing rules and reciprocity across all states.