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Setting up & using the JobAdder Integration
Setting up & using the JobAdder Integration

This article describes how to set up, use your JobAdder integrations and sync features.

Updated today

  1. JobAdder Integration Setup

    1. Sync Features

  2. Using JobAdder with SourceWhale

    1. Campaign Settings

    2. Chrome Extension

JobAdder Integration Setup

In order to set up your JobAdder integration on SourceWhale simply follow these steps.

Step 1

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for JobAdder in the search bar.

Step 2

Once on the integrations page simply select JobAdder and click Activate.

Once the integration is active, you will see a green connected box by the JobAdder icon.

Sync Features

On the integrations page, you will be able to set default settings for yourself and your team.

General Settings

  1. Sync manual contact updates to JobAdder - Automatically update JobAdder with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

  2. Don't overwrite existing CVs in JobAdder - If a contact has an existing CV in JobAdder, we will not upload a new CV.

  3. 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 JobAdder

  4. Displayed Company info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.

  5. Displayed Company Warning - Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be possible company duplicates or similarly named companies in JobAdder.

  6. Create notes upon - Choose for which outreach types a note is pushed in JobAdder.

  7. Job Status Whitelist - Display the jobs under the selected job statuses only.

Sync Settings

  1. Set different settings for Candidates/Contacts by clicking the dropdown

  2. 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 JobAdder once a Candidate/Contact has been marked as "interested" or "replied".

  3. Only store personal emails - Choose to only save personal emails for candidates and work emails for contacts in JobAdder

  4. When adding to a campaign - Choose to sync when adding Candidates/Contacts 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.

  5. Displayed fields - Choose which JobAdder fields users can optionally tag to a Candidate/Contact to push into JobAdder.

  6. Mandatory fields - Choose which JobAdder fields must be filled to push Candidates/Contacts into JobAdder.

  7. Protected fields - Selected fields will not be overwritten in JobAdder when syncing data.

  8. 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.

Stage Mapping

Here you can map SourceWhale stages to your custom JobAdder stages.

  1. Set different settings for Candidates/Contacts

  2. Select the drop-down for each stage to map it to the correct JobAdder Stage

Check out this article to learn more about the SourceWhale stages.

Note Mapping

Here you can map SourceWhale outreach types to your custom JobAdder note types.

  1. Set different settings for Candidates/Contacts by clicking the dropdown

  2. Select the drop-down for each outreach type to map it to the correct JobAdder note type

Field Mapping

Here you can customise and map all JobAdder fields to the corresponding SourceWhale variable.

Please do not adjust unless you are finding that the variables are not mapping as expected in JobAdder.

  1. Set different settings for Candidates/Contacts/Company by clicking the dropdown.

  2. String Variables - These SourceWhale variables can only be mapped to one field in JobAdder.

  3. List Variables -These SourceWhale variables can be mapped to multiple fields in JobAdder.

  4. Social URLs - Link specific social URLs such as LinkedIn, Twitter, etc. to the correct field in JobAdder.

Using JobAdder with SourceWhale

Campaign Settings

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as a Candidate or Contact. You can also choose to adjust the default sync settings. 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 push a Candidate or Contact through with specific tags.

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 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 Contact, 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! 💬

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