SourceWhale

<a href="#h_734dd0d74f">Ashby Integration Setup</a>

1. <a href="#h_37c95bdc45">Sync Features</a>

1. <a href="#h_734dd0d74f">Ashby Integration Setup</a>
 1. <a href="#h_37c95bdc45">Sync Features</a>

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Setting up your Ashby integration in SourceWhale is very simple, please follow the steps below.

Go to your profile in the bottom left-hand corner of SourceWhale and click on your initials or image &gt; Select Integrations from the dropdown box &gt; Search for Ashby in the search bar.

To enable the Ashby integration, click <a href="https://app.ashbyhq.com/admin/api/keys" rel="nofollow noopener noreferrer" target="_blank">here</a> to generate a new API key.

Once you have entered the API Key, click Activate.

Once the integration is active you will see a green connected box by the Ashby icon.

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

<code>Sync manual contact updates to Ashby</code> - Automatically update Ashby with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

<code>Create notes upon</code> - Choose for which outreach types a note is pushed in Ashby.

1. <code>Sync manual contact updates to Ashby</code> - Automatically update Ashby with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
2. <code>Create notes upon</code> - Choose for which outreach types a note is pushed in Ashby.

<code>Only add notes to synced records</code> - 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 Ashby once a Candidate has been marked as "interested" or "replied".

<code>When adding to a campaign</code> - 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

<code>Displayed Fields</code> - Choose which Ashby fields users can optionally tag to a Candidate to push into Ashby.

<code>Mandatory Fields</code> - Choose which Ashby fields must be filled to push Candidates into Ashby.

<code>Protected Fields</code> - Selected fields will not be overwritten in Ashby when syncing data.

<code>Filterable Fields</code> - 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.

1. <code>Only add notes to synced records</code> - 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 Ashby once a Candidate has been marked as "interested" or "replied".
2. <code>When adding to a campaign</code> - 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
3. <code>Displayed Fields</code> - Choose which Ashby fields users can optionally tag to a Candidate to push into Ashby.
4. <code>Mandatory Fields</code> - Choose which Ashby fields must be filled to push Candidates into Ashby.
5. <code>Protected Fields</code> - Selected fields will not be overwritten in Ashby when syncing data.
6. <code>Filterable Fields</code> - 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 Ashby fields to the corresponding SourceWhale variable.

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

<code>String Variables</code> - These SourceWhale variables can only be mapped to one field in Ashby.

<code>List Variables</code> - These SourceWhale variables can be mapped to multiple fields in Ashby.

<code>Social URLs</code> - Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Ashby.

1. <code>String Variables</code> - These SourceWhale variables can only be mapped to one field in Ashby.
2. <code>List Variables</code> - These SourceWhale variables can be mapped to multiple fields in Ashby.
3. <code>Social URLs</code> - Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Ashby.

You are now ready to begin using your Ashby integration.

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

Ashby Integration Setup

Sync Features

Step 1

Step 2

Sync Features

General Settings

Sync Settings

Field Mapping