Setting up your Loxo integration in SourceWhale is very simple, all you need to do is follow the steps below.
Step 1
Go to your initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box > Search for Loxo in the search bar.
Step 2
To enable the Loxo integration, enter the details below.
Agency Slug, Bearer Token.
Here is an article from Loxo detailing how to get your Agency and Bearer Token here.
Note: Users must have admin permissions to issue a bearer token. The Admin will need to navigate to Settings, then API in Loxo. They will then see a list of current-issued tokens. These will encrypted but you can identify them by seeing the identifiable characters. You can generate a new token using "+Add" in the upper right corner.
Please also bookmark this link to access Loxo's API documentation
Lastly, Click Activate.
When the integration is active, you will see a green connected box appear on the right-hand side of the Loxo 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 Loxo: Turning this toggle on will create duplicates in Loxo.
Don't overwrite existing CVs in Loxo: If contact has an existing CV in Loxo, we will not upload a new CV.
Update existing contacts' full work/education history, if known: Turning this toggle on will update contacts in Loxo with all available work and education history if synced again.
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 Loxo.
Create notes upon: Choose for which outreach types a note is pushed in Loxo.
Sync Settings
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 Loxo once a Candidate/Contact has been marked as "interested" or "replied".
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 Loxo fields users can optionally tag to a Candidate/Contact to push into Loxo.
Mandatory fields: Choose which Loxo fields must be filled to push Candidates/Contacts into Loxo.
Protected fields: Selected fields will not be overwritten in Loxo 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 Loxo fields to the corresponding SourceWhale variable.
Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Loxo.
Set different settings for Candidates/Contacts
String Variables: These SourceWhale variables can only be mapped to one field in Loxo.
List Variables: These SourceWhale variables can be mapped to multiple fields in Loxo.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Loxo.
You are now ready to start using your Loxo integrations.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬