The following will need to be actioned by user with Admin permissions in Vincere.
Follow the steps below on how to add SourceWhale as a value to your Source list in Vincere.
Step 1
Login to your Vincere CRM, click on the Settings button (cog icon) in the bottom left hand corner and then go to Admin Settings.
Step 2
Under the General Settings tab, find "Organizational Settings" and click Edit
Step 3
Click on the Application / Candidate Source tab and then click the Create new source button.
Step 4
Enter the details of the Source as listed below:
Sources: SourceWhale
Location: Select All from the dropdown
Start date: Select today's date
End date: Select the furthest date possible
Show in Candidate Source list: Ensure this is ticked so that it shows up as a valid selectable option.
Then click Save in the bottom right hand corner.
You have now set up SourceWhale as a source in Vincere. This will now be automatically tracked as a source whenever you add someone from SourceWhale into your CRM.
Source Mappings in SourceWhale
In SourceWhale, map the SourceWhale Source field to Vincere's Source ID field for every contact type you use. Follow these steps:
1. Navigate to your Integration Settings in SourceWhale.
2. Click on Vincere
3. Open the Contact Fields tab
4. Select the relevant Candidate or Contact tab
5. Scroll down to the Source row and select Source ID in the Vincere field dropdown
6. Repeat this for each contact type.
Ensure the Source row is mapped to Source ID, the Vincere field where you added the SourceWhale value.
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