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.

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

Don't overwrite existing CVs in JobAdder: If a contact has an existing CV in JobAdder, we will not upload a new CV.
Backfill SourceWhale events when creating a contact: Turning this toggle on will push all of the notes for SourceWhale events that have happened prior to us creating the contact in the CRM.
Displayed Company info: Select the option to give further information regarding a company in the SourceWhale Chrome extension.
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.
Create notes upon: Choose for which outreach types a note is pushed in JobAdder.
Job Status Whitelist: Display the jobs under the selected job statuses only.

Set different settings for Candidates/Contacts.
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".
Only store personal emails: Choose to only save personal emails for candidates and work emails for contacts in JobAdder
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.
Displayed fields: Choose which JobAdder fields users can optionally tag to a Candidate/Contact to push into JobAdder.
Mandatory fields: Choose which JobAdder fields must be filled to push Candidates/Contacts into JobAdder.
Protected fields: Selected fields will not be overwritten in JobAdder 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.

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

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

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

Set different settings for Candidates/Contacts
Select the drop-down for each outreach type to map it to the correct JobAdder note type

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

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

Set different settings for Candidates/Contacts/Company.
String Variables: These SourceWhale variables can only be mapped to one field in JobAdder.
List Variables: These SourceWhale variables can be mapped to multiple fields in JobAdder.
Social URLs: Link specific social URLs such as LinkedIn, Twitter, etc. to the correct field in JobAdder.

You are now ready to start using your JobAdder integrations. See our article on using JobAdder with SourceWhale here.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬