Setting up your JazzHR integration in SourceWhale is very simple, all you need to do is follow the steps below.
Step 1
Click on your initials/image in the bottom left-hand corner of SourceWhale > Select Integrations from the dropdown box.
Step 2
Once on the integrations page, select JazzHR. You can retrieve your JazzHR API key from here and enter it in the field.
Step 3.
Once you have entered the API Key then click Activate. Once activated a green connected box should appear.
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 JazzHR- Automatically update JazzHR with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Create notes upon- Choose for which outreach types a note is pushed in JazzHR.
Sync Settings
Set different settings for Applicant/Contact 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 JazzHR once an Applicant has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Applicant 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 JazzHR 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 JazzHR fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in JazzHR.
Set different settings for Applicant/Contact by clicking the dropdown.
String Variables- These SourceWhale variables can only be mapped to one field in JazzHR.List Variables- These SourceWhale variables can be mapped to multiple fields in JazzHR.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in JazzHR.
You are now ready to start using your JazzHR Integration
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬