In order to set up your Firefish 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 Firefish in the search bar.

Step 2

Once on the integrations page simply select Firefish.

Create a profile using the instructions here.

Select the Read and Write scopes for Companies, Candidates and Contacts, and the

Read scopes for Actions.

Enter the Client ID and Client Secret.

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

Sync Features

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

Do not merge with existing contacts in Firefish: Turning this toggle on will create duplicates in Firefish.
Don't overwrite existing CVs in Invenias: If contact has an existing CV in Firefish, we will not upload a new CV.
Displayed 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/Contact when there may be a possible company duplicates or similarly named companies in Invenias.
Create notes upon: Choose for which outreach types a note is pushed in Firefish.

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 Firefish 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.
Default Legal Basis: Set a default legal basis for all candidates.
Displayed fields: Choose which Firefish fields users can optionally tag to a Candidate/Contact to push into Firefish.
Mandatory fields: Choose which Firefish fields must be filled to push Candidates/Contacts into Firefish.
Protected fields: Selected fields will not be overwritten in Firefish 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.

Here you can customise and map all Firefish fields to the corresponding SourceWhale variable.

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

Set different settings for Candidates/Contacts
String Variables: These SourceWhale variables can only be mapped to one field in Firefish.
List Variables: These SourceWhale variables can be mapped to multiple fields in Firefish.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Firefish.

You are now ready to start using your Firefish integrations.

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