eBoss Integration Setup
Setting up your eBoss 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 > Select eBoss.
Step 2
To enable the eBoss integration, enter the subdomain where you usually access eBoss.
Step 3
Click activate.
When the integration is active, you will see a green connected box appear to the right hand side of the eBoss 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 eBoss- Automatically update eBoss 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 eBoss.Create notes upon- Choose for which outreach types a note is pushed in eBoss.
Sync Settings
Set different settings for Candidate/Contact by clicking on 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 eBoss once a Candidate/Contact has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Candidate/Contact 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.Protected fields- Selected fields will not be overwritten in eBoss 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 eBoss fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in eBoss.
Set different settings for Candidate/Contact by clicking the dropdown
String Variables- These SourceWhale variables can only be mapped to one field in eBoss.List Variables- These SourceWhale variables can be mapped to multiple fields in eBoss.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in eBoss.
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