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Setting up & using the Avionté Integration
Setting up & using the Avionté Integration

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

Updated over 3 weeks ago

  1. Avionté Integration Setup

    1. Sync Features

  2. Using Avionté with SourceWhale

    1. Important Note

    2. Campaign Settings

    3. Chrome Extension

Avionté Integration Setup

Setup

Please contact your Account Manager to integrate with Avionté.

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

  2. Don't overwrite existing CVs in Avionté - If a contact has an existing CV in Avionté, we will not upload a new CV.

  3. Users can only see Talents/Companies from the office they have access to -Restricts users from viewing Talent and Company details from other departments.

  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 Candidate/Client Contact/Lead when there may be possible company duplicates or similarly named companies in Avionté.

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

  7. New Company Status - For all new companies, automatically default to the selected status.

Sync Settings

Note - If you rename any fields in Avionté (e.g., Skills or Status), the updated field names will not be reflected in the Sync Settings drop down.

  1. Set different settings for Talents/Contacts by clicking the dropdown.

  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 Avionté once a Talent/Contact has been marked as "interested" or "replied".

  3. When adding to a campaign - Choose to sync when adding Talents/Contacts or when they respond or when they respond positively and are interested.

  4. Default Status - Choose which Avionté fields users can optionally tag to a Talent/Contact to push into Avionté.

  5. Displayed Fields - Choose which Avionté fields users can optionally tag to a Talent/Contact to push into Avionté.

  6. Mandatory Fields - Choose which Avionté fields must be filled to push Talents/Contacts into Avionté.

  7. Protected Fields - Choose which Avionté fields must be filled to push Talents/Contacts into Avionté

  8. Filterable Fields - Add new Talents/Contacts with a default status

Note Mapping

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

  1. Set different settings for Talents/Contacts by clicking the dropdown.

  2. Select the drop-down for each stage to map it to the correct Avionté Activity Type

Field Mapping

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

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

  1. Set different settings for Talents/Contacts.

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

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

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

Using Avionté with SourceWhale

Important Note

⚠️ Talents and contacts will both require email addresses in order to be pushed into Avionté

  • Users will have a notification populate by their user profile picture in the bottom left if someone has been attempted to be pushed into Avionté without one.

Within SourceWhale you can use the Avionté 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 a Talent/Contact. You can also choose to adjust the default sync settings. 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 Talents/Contacts through 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 you 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 Talent, but you come across someone you'd rather push through as a Contact, 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 advanced 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 into 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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