Welcome to Loxo! We’re so excited to have you join our amazing customer community. Wondering where to get started? Watch our quick onboarding video or use the following checklist.
Download our Printable Checklist to keep at your desk!
Account Set Up
Log into your account!
Download the Loxo Chrome Extension
Sync your email (gmail users start here)
Sync your calendar
Add your email signature
Add your team members to Loxo under Settings > Users
Training
Take Loxo 101 (watch a recording or register for the live class)
Take Loxo 102 (watch a recording or register for the live class)
Review the rest of our training curriculum for the Loxo tools and features you will want to do a deep dive on, such as Marketing, Reporting, or Loxo Source and AI (watch recordings or register for the live classes)
Data*
Request a ‘full database export’ from your previous ATS
Upload your data to Loxo under Settings > Custom Imports
Reach out to support@loxo.co and we will help you navigate the entire data process! In the meantime check our our Data Migration Checklist
If you are not doing a formal data migration, don’t forget you can always upload data yourself using a CSV import!
Customizations & Setup
Watch Customizations Webinar
Request changes to your hiring pipeline workflow through Support
Add custom columns to your People and Company profiles
Prioritize and organize your jobs
Update your DNS records for sending large email blasts
Reach out to Support to set up your Loxo phone number
Integrate your open positions to your company’s career page
Add a logo, an admin can do so in settings (Gear Icon > Settings > Customize: Logo)
*If purchased with your contract