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

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Vincere in the search bar.

For the Vincere Integration, you will need to:

Once they have provided you the information, enter your Client ID, API Key and Vincere Domain into the relevant fields.

Then click 'Activate'.

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

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

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

Block emails to recipients marked as off-limits - If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in Vincere.

Add Candidates/Contacts/Candidates & Contacts to Vincere - Choose when Candidates/Contacts/Candidates & Contacts get added to Vincere, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Candidates/Contacts/Candidates & Contacts to option, we will only add notes to existing records in Vincere once a Candidates/Contacts/Candidates & Contacts has been marked as "interested" or "replied".

Displayed Fields - Choose which Vincere fields users can optionally tag to a Candidates/Contacts/Candidates & Contacts to push into Vincere.

Mandatory Fields - Choose which Vincere fields must be filled to push Candidates/Contacts/Candidates & Contacts into Vincere.

Update field in Vincere - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing data.

Unsubscribe Status - Candidates who unsubscribe will be given this status

Add activities & notes to companies - As well as adding to the candidate record, activities and notes will be added to the company records.

New Candidate Status - If the candidate does not already exist in Vincere, they will be added with this status

Required Fields - Choose which fields must be filled in before being pushed into Vincere.

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 choose which activities will create notes in Vincere.

Create new notes from - Choose for which outreach types a note is pushed in Vincere.

Here you can map SourceWhale activities to your custom Vincere note types.

Set different settings for Candidates/Contacts/Candidates & Contacts by selecting the relevant tab.

Select the dropdown for each stage to map it to the correct Vincere Note Type

Here you can map SourceWhale outreach stages to your custom Vincere stages.

Set different settings for Candidates/Contacts/Candidates & Contacts by selecting the relevant tab.

Select the drop-down for each stage to map it to the correct Vincere Stage.

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

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 Candidates/Contacts/Candidates & Contacts when there may be possible company duplicates or similarly named companies in your CRM.

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

Update existing contacts' full work/education history, if known - Turning this toggle on will update contacts in Vincere with all available work and education history if synced again.

Within SourceWhale you can use the Vincere integration features in the campaign settings or Chrome extension.

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 Candidate or 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 a Candidate or Contact through with specific tags.

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 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 Candidate, 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 settings options, by clicking on the grey arrow to the right of the 'Sync as' box.

You can now see what pages the extension will run over in your Vincere instance without opening the full extension using our extension widget.

The extension widget will sit on the edge of your browser, on the right side of the browser the first time this is used.

If the widget is blue (active), you can use the extension on the page. If the widget is gray (inactive), you can not use the extension on the page. Clicking on the widget in its active or blue state will open the extension for you.

You can move the extension widget around by selecting the six dots above the widget and dragging and dropping it to your desired location.

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