Loxo Integrations Setup
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, you will need an Agency Slug and Bearer Token
💡 Find out how to get your Agency Slug and Bearer Token from Loxo here
⚠️ Users must have admin permissions to issue a bearer token
Step 3
Once you have entered all the relevant information then 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
Sync manual contact updates to Loxo- Automatically update Loxo 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 Loxo- If a contact has an existing CV in Loxo, 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 LoxoUpdate 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.Job status whitelist- Display the jobs under the selected job statuses only.
Sync Settings
Set different settings for Candidate/Contact/Contractor 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 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.
Stage Mapping
Here you can map SourceWhale stages to your custom Loxo stages.
Set different settings for Candidate/Contact/Contractor by clicking the dropdown
Select the drop-down for each stage to map it to the correct Loxo Stage
Check out this article to learn more about the SourceWhale stages.
Note Mapping
Here you can map SourceWhale stages to your custom Loxo note types.
Set different settings for Candidate/Contact/Contractor by clicking the dropdown
Select the dropdown for each stage to map it to the correct Loxo Note Type
Field Mapping
Here you can customise and map all Loxo fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Loxo.
Set different settings for Candidates/Contacts/Contractors by clicking the dropdown.
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.
Using Loxo with SourceWhale
Campaign Settings Page
On the campaigns setting page you will see different options regarding when and how Candidates/Contacts/Contractors are pushed through to Loxo.
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 push through Candidates/Contacts/Contractors to a variety of different areas in Loxo (shown below).
When you select any of these, everyone you source and add to the campaign will be pushed 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 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! 💬