Greenhouse Integration Setup
Setting up your Greenhouse integration is a very swift process. Simply follow the steps below!
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Greenhouse in the search bar.
Step 2
Navigate to Greenhouse's Dev Centre and click Create New API Key
Choose Harvest under API Type.
Put SourceWhale in the description box and make a copy of the key
On the next screen, under the permissions section, choose Select All.
Step 3
Provide your API key and Greenhouse Domain in the relevant fields in SourceWhale and then click activate.
Once your integration is active, you will see a green connected box appear to the right of the greenhouse logo
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Sync Manual contact updates to Greenhouse- Automatically update Greenhouse with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Don't overwrite existing CVs in Greenhouse- If a contact has an existing CV in Greenhouse, we will not upload a new CV.Block emails to recipients marked as off-limits- If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in Greenhouse.Update existing contacts' full work/education history, if known- Turning this toggle on will update contacts in Greenhouse with all available work and education history if synced again.Create notes upon- Choose for which outreach types a note is pushed in Greenhouse.
Sync Settings
Set different settings for Candidates/Prospects by clicking the dropdown.
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 Greenhouse once a Candidate/Prospect has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Candidates/Prospect 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 Greenhouse fields users can optionally tag to a Candidate/Prospects to push into Greenhouse.Mandatory fields- Choose which Greenhouse fields must be filled to push Candidates/Prospects into Greenhouse.Protected fields- Selected fields will not be overwritten in Greenhouse 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 Greenhouse fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Greenhouse.
Set different settings for Candidates/Prospects by clicking the dropdown.
String Variables- These SourceWhale variables can only be mapped to one field in Greenhouse.List Variables- These SourceWhale variables can be mapped to multiple fields in Greenhouse.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in JobAdder.
Using Greenhouse with SourceWhale
Campaign Settings page
On the campaigns settings page you will be able to choose how (under which category) contacts for a particular campaign are pushed through to Greenhouse. You will be able to push through contacts as Candidates or Prospects.
Dropdown options: If you click on the grey arrow to the right hand side of the 'Sync options', you will see that you have the possibility to pull through contacts to a variety of different areas within Greenhouse (shown below).
When you select any of these, everyone you source and add to the campaign will be pulled through to the fields selected.
Chrome Extension
When using the chrome extension you will be able to access some of these features as well. This option is available in order to give you the ability to change the settings you have previously set, for specific individuals.
I.e. In the campaign settings page, you have selected that you want everyone to be pushed through as a candidate, but you come across someone you'd rather push through as a prospect, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.
You can do the same in regards to advanced setting options, by clicking on the grey arrow to the right of the 'Sync as' box.
Your team admin can alter the fields displayed at any time by going into the integrations page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬