One of the biggest challenges for any recruiter is ensuring their database is up to date with the latest information. SourceWhale Data Refresh runs effortlessly in the background, ensuring your contacts stay up to date and 'refreshed'. This allows you to confidently reach out, knowing you have the most current information on your contacts.
What does Data Refresh do?
Data Refresh works in the background to ensure that your contacts have the latest information.
Data Refresh will update the following fields on all contacts with LinkedIn URLs:
Name
First Name
Last Name
Location
Company
Company LinkedIn URL
Previous Company
Role
School
Skills
Industries
When Data Refresh confirms a change to any of the above fields, it will automatically update the corresponding field in both SourceWhale and your CRM/ATS.
If no changes are confirmed for any of the above fields, Data Refresh will verify that the contact data remains accurate.
Enabling Data Refresh in Admin Settings
Data Refresh is available for all ATS/CRM systems SourceWhale integrates with.
To turn on the feature for your team:
Access Integration Settings:
Go to the Integrations page in SourceWhale.
Select the CRM integration you want to turn Data Refresh on.
Activate Data Refresh:
Click on the ‘Data Refresh’ tab.
Toggle the Data Refresh option to "On."
Select Contact Types:
Use the dropdown menu to choose which contact types you want updated in your CRM. By default, all contact types will be selected to ensure all your contacts are kept up to date.
If you do not wish for certain contact types to be updated by data refresh, e.g. candidates, deselect these from the list.
Save Settings:
After making your selections, click the "Save" button to activate the feature.
The feature will immediately start working.
Set protected fields (optional)
If you wish to stop specific fields in your CRM from being updated by data refresh, you can do this by following these steps:
Click on the 'Sync Settings' tab.
Select the dropdown next to 'Protected Fields'.
Select all fields in your CRM that you do not wish data refresh to update. These selected fields will not be updated even if an update is found.
Click 'Save' and close the settings modal.
If you have multiple CRMs connected, you will need to repeat these steps for each CRM individually.
Viewing 'refreshed' contacts
To confirm Data Refresh is working, you can view recently 'refreshed' contacts in integration settings.
Navigate to the integration settings Data Refresh tab
If the feature is turned on, you will see a table displaying the 50 most recently 'refreshed' contacts.
The table shows basic information about the contact, including name, job title, contact type, and the time they were refreshed.
You will see both contacts that have been updated in SourceWhale and your CRM/ATS listed, as well as contacts that have been confirmed as having up to date information.
A 'refreshed' contact is either one that has had key field updates or one where SourceWhale has confirmed that the information is up to date already. When information is confirmed as up to date, SourceWhale will still update the corresponding field, just the data in the field will remain the same. This allows you to view recent property edits and identify contacts that have been 'refreshed', even if there hasn't been a change.
This allows you to be confident when reaching out to your contacts that you have the latest information on them.