SourceWhale

<a href="#h_e63931c0a6">Voyager Integration Setup</a>

1. <a href="#h_0ad9ebde0a">Sync Features</a>

1. <a href="#h_e63931c0a6">Voyager Integration Setup</a>
 1. <a href="#h_0ad9ebde0a">Sync Features</a>

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In order to set up your Voyager integration on SourceWhale simply follow these steps.

Navigate to your initials/image in the bottom left-hand corner &gt; Select Integrations from the dropdown menu &gt; Search for Voyager in the search bar.

To enable the Voyager integration, ask your account manager for your VICTo enable the Voyager integration, ask your account manager for your VIC

Once you have entered the relevant details then click 'Activate'.

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

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

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

<code>Displayed company info</code> - Select the option to give further information regarding a company in the SourceWhale Chrome extension.

<code>Displayed company warning</code> - Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be possible company duplicates or similarly named companies in Voyager.

1. <code>Sync manual contact updates to Voyager Infinity</code> - Automatically update Voyager Infinity with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
2. <code>Displayed company info</code> - Select the option to give further information regarding a company in the SourceWhale Chrome extension.
3. <code>Displayed company warning</code> - Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be possible company duplicates or similarly named companies in Voyager.

Set different settings for Candidates/Contacts.

<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 Voyager once a Candidate/Contact has been marked as "interested" or "replied".

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

<code>Protected fields</code> - Selected fields will not be overwritten in Voyager 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. Set different settings for Candidates/Contacts.
2. <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 Voyager once a Candidate/Contact has been marked as "interested" or "replied".
3. <code>When adding to a campaign</code> - 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.
4. <code>Protected fields</code> - Selected fields will not be overwritten in Voyager when syncing data.
5. <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 Voyager fields to the corresponding SourceWhale variable.

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

Set different settings for Candidates/Contacts

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

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

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

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

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

This article describes how to set up your Voyager Infinity integration and sync features.

Voyager Integration Setup

Sync Features

Step 1

Step 2

Step 3

Sync Features

General Settings

Sync Settings

Field Mapping