Setting up your CATS 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.

Step 2

To enable the CATS integration, obtain an API key by clicking on settings in the top-right, then following:

Administration → Site Management → API Keys

Click Activate.

When the integration is active, you will see a green connected box appear to the right-hand side of the CATS logo.

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

Do not merge with existing contacts in CATS: Turning this toggle on will create duplicates in CATS.
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 a possible company duplicates or similarly named companies in CATS.
Create notes upon: Choose for which outreach types a note is pushed in CATS.

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 CATS 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 CATS fields users can optionally tag to a Candidate/Contact to push into CATS.
Mandatory fields: Choose which CATS fields must be filled to push Candidates/Contacts into CATS.
Protected fields: Selected fields will not be overwritten in CATS 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 customise and map all CATS fields to the corresponding SourceWhale variable.

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

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

You are now ready to start using your CATS integrations

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