In order to set up your Exelare integration on SourceWhale simply follow these steps.
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Exelare in the search bar.
Step 2
Ask your Exelare account manager for your Username, Password, Company ID and API Source ID.
Note: You may need to upgrade your Exelare account to use this integration.
Step 3
Click 'Activate'.
Once the integration is active, you will see a green connected box by the Exelare icon.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Do not merge with existing contacts in Exelare: Turning this toggle on will create duplicates in Exelare.
Create notes upon: Choose for which outreach types a note is pushed in Exelare.
Sync Settings
Set different settings for Candidates/Contacts.
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 Exelare once a Candidate/Contact has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Candidates/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.
Protected fields: Selected fields will not be overwritten in Exelare 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 Exelare fields to the corresponding SourceWhale variable.
Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Exelare.
Set different settings for Candidates/Contacts
String Variables: These SourceWhale variables can only be mapped to one field in Exelare.
List Variables: These SourceWhale variables can be mapped to multiple fields in Exelare.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Exelare.
You are now ready to start using your Exelare integrations. See our article on using Exelare with SourceWhale here.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬