PCRecruiter Integration Setup
Setting up your PCRecruiter integration in SourceWhale is very simple, all you need to do is follow the steps below.
Step 1
Click on your initials/images in the bottom left-hand corner of SourceWhale > Select Integrations from the dropdown box.
Search for PCRecruiter within the search bar and click Connect.
Step 2
⚠️ This needs to be actioned by all users within the team
You will need to create a new API user within PCRecruiter and name it SWAPI. To do this, follow the instructions here.
Next login to the link below with the API User credentials:
https://main-sequence.3scale.net/login
Once created, provide your Username, Password, Database ID, API Key, and APP ID in the relevant fields in SourceWhale and click Activate.
Once your integration is active, you will see a green box to the right of PCRecruiter that says Connected.
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 PCRecruiter- Automatically update PCRecruiter with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Remove flagged email addresses- If you flag an email address in SourceWhale, it will be removed from any contacts in PCRecruiter that have the addressRemove flagged phone numbers- If you flag a phone number in SourceWhale, it will be removed from any contacts in PCRecruiter that have the numberDisplayed 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 when there may be possible company duplicates or similarly named companies in PCRecruiter.Create notes upon- Choose for which outreach types a note is pushed in PCRecruiter.
Sync Settings
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 PCRecruiter once a Candidate has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Candidates 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.Unsubscribe Pipeline Step- Contacts who subscribe will automatically be added to this pipeline stepAdd new candidates to- If a company is selected here, all new candidates will be added to this companyDisplayed fields- Choose which PCRecruiter fields users can optionally tag to a Candidate to push into PCRecruiter.Mandatory fields- Choose which PCRecruiter fields must be filled to push Candidates into PCRecruiter.Protected fields- Selected fields will not be overwritten in PCRecruiter 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 PCRecruiter stages
Select the drop-down for each stage to map it to the correct PCRecruiter Stage
Check out this article to learn more about the SourceWhale stages.
Note Mapping
Here you can map SourceWhale outreach types to your custom PCRecruiter note types.
Select the dropdown for each stage to map it to the correct PCRecruiter Note Type
Field Mapping
Here you can customise and map all PCRecruiter fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in PCRecruiter.
Set different settings for Candidates/Company
String Variables- These SourceWhale variables can only be mapped to one field in PCRecruiter.List Variables- These SourceWhale variables can be mapped to multiple fields in PCRecruiter.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in PCRecruiter.
Using PCRecruiter 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 are pushed through to PCRecruiter.
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 PCRecruiter (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.
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! 💬