CATS Integrations Setup
1. Sync Features
Using CATS with SourceWhale
1. Campaign Settings
2. Chrome Extension

CATS Integration Setup

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 within CATS in the top-right, then go to the following:

Administration → Site Management → API Keys

Step 3

Click Activate.

When the integration is active, you will see a green connected box appear to the right-hand side of the CATS 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 CATS - Automatically update CATS with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
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 CATS.
Create notes upon - Choose for which outreach types a note is pushed in CATS.

Sync Settings

Set different settings for Candidates/Contacts 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 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.

Field Mapping

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/Company by clicking the dropdown
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.

Using CATS with SourceWhale

Once you have set up your integration you will be able to use and set up the different features available.

Campaign Settings Page

On the campaigns setting page you will see different options regarding when and how Candidates/Contacts are pushed through to CATS.

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 Candidate/Contact to a variety of different areas in CATS (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.