Setting up your Recruitee integration is a very swift process. Simply follow the steps below!
Step 1
When on the dashboard select your initials/image in the bottom left hand corner > select Integrations > search and select Recruitee.
Step 2
Retrieve your Recruitee Token and Recruitee subdomain from your Recruitee Account and insert them in the fields provided > Click activate.
Note: To get these go to settings in your Recruitee account > Personal API Tokens
Once your integration is activated you will see a green connected box appear next to the Recruitee logo.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Do not merge with existing contacts in Recruitee: Turning this toggle on will create duplicates in Recruitee.
Don't overwrite existing CVs in Recruitee: If contact has an existing CV in Recruitee, we will not upload a new CV.
Create notes upon: Choose for which outreach types a note is pushed in Recruitee.
Sync Settings
Only add notes to synced records: Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Recruitee once a Candidate has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Candidates or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.
Displayed fields: Choose which Recruitee fields users can optionally tag to a Candidate to push into Recruitee.
Mandatory fields: Choose which Recruitee fields must be filled to push Candidates into Recruitee.
Protected fields: Selected fields will not be overwritten in Recruitee when syncing data.
Filterable fields: Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.
Field Mapping
Here you can customise and map all Recruitee fields to the corresponding SourceWhale variable.
Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Recruitee.
String Variables: These SourceWhale variables can only be mapped to one field in Recruitee.
List Variables: These SourceWhale variables can be mapped to multiple fields in Recruitee.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Recruitee.
You are now ready to start using your Recruitee integrations.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬