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Setting up & using the itris Integration
Setting up & using the itris Integration

This article describes how to set up. use your itris integration and sync features.

Updated this week

  1. itris Integration Setup

    1. Sync Features

  2. Using itris with SourceWhale

    1. Campaign Settings

    2. Chrome Extension

itris Integration Setup

To set up your itris integration on SourceWhale simply follow these steps:

Step 1

Navigate to your initials/image in the bottom left-hand corner > click on Integrations > select itris.

Step 2

a. Next create an API user following these instructions:

b. Head to Integrations in itris.

c. Create a new Configuration.

Step 3

Enter your Username, Password and Subdomain in SourceWhale and then click Activate.

Once your integration is active you will see a green connected box appear by the itris icon.

Sync Features

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

General Settings

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

  2. Block emails to recipients marked as off-limits - If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in itris

  3. Don't overwrite original CV in itris - When toggled on, SourceWhale will not push CVs to the original CV section on candidate profiles in itris. CVs will be pushed into the attachments section of the candidate's profile only.

  4. Displayed company info - Select the option to give further information regarding a company in the SourceWhale chrome extension.

  5. Displayed company warning - Select the option you would like displayed to help identify the correct company for a contact when there may be a possible company duplicates or similarly named companies in itris.

  6. Create notes upon - Choose for which outreach types a note is pushed in itris

Sync Settings

  1. Set different settings for Applicant and Contact.

  2. 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 itris once an Applicant or Contact has been marked as "interested" or "replied".

  3. When adding to a campaign - Choose to sync when adding applicants/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.

  4. Default status - Add new records to itris with this status

  5. Displayed Fields - Choose which itris fields users can optionally tag to applicants/contacts to push into itris.

  6. Mandatory Fields - Choose which itris fields must be filled to push an applicant/contact into itris.

  7. Protected Fields - Selected fields will not be overwritten in itris when syncing data.

  8. 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.

Note Mapping

Here you can map SourceWhale stages to your custom itris note types.

  1. Set different settings for Applicants and Contacts.

  2. Select the drop-down for each stage to map it to the correct itris Note Type

Please ensure that the note mapping is complete in order to see all note types populate in itris.

Field Mapping

Here you can customise and map all itris fields to the corresponding SourceWhale variables.

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

  1. Choose different field mapping for Applicants/Contacts/Company in itris.

  2. String Variables - These SourceWhale variables can only be mapped to one field in itris.

  3. List Variables - These SourceWhale variables can be mapped to multiple fields in itris.

  4. Social URLs - Link specific social URLs such as LinkedIn, Twitter etc to the correct field in itris.

Using itris with SourceWhale

Within SourceWhale you can use the itris integration features in the campaign settings or Chrome extension.

Campaign Settings

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as an Applicant or Contact. 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 contacts/applicants with specific tags.

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 contact, but you come across someone you'd rather push through as an applicant, 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 campaign 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 to 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! 💬

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