SmartRecruiters Integration Setup
In order to set up your SmartRecruiters integration on SourceWhale simply follow these steps ⬇️
⚠️ Make sure you are logged in to SmartRecruiters before enabling the integration on SourceWhale.
Step 1
On your dashboard navigate to your profile in the bottom left corner > Integrations > search for SmartRecruiters > click activate
Step 2
Click allow access on the SmartRecruiters Pop-up window.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact Settings
Sync manual contact updates to SmartRecruiters - Automatically update SmartRecruiters with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to SmartRecruiters
Add Candidate to SmartRecruiters - Choose when Candidate get added to SmartRecruiters, 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 candidate to option, we will only add notes to existing records in SmartRecruiters once a Candidate has been marked as "interested" or "replied".
Candidate Fields
Displayed Fields - Choose which SmartRecruiters fields users can optionally tag to a Candidate to push into SmartRecruiters.
Mandatory Fields - Choose which SmartRecruiters fields must be filled to push Candidate into SmartRecruiters.
Update field in SmartRecruiters - 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.
Advanced Settings
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.
Activity Notes
Here you can choose which activities will create notes in SmartRecruiters.
Create new notes from - Choose for which outreach types a note is pushed in SmartRecruiters.
Contact Fields
Here you can customise and map all SmartRecruiters fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in SmartRecruiters.
General Settings
Job Information
Job status whitelist - Display the jobs under the selected job statuses only.
Using SmartRecruiters with SourceWhale
Once you have set up your integration you will be able to use and set up the different features available.
Campaign Settings Page
On the campaigns setting page you will see different options regarding when and how contacts are pulled through to SmartRecruiters.
When you select any of these everyone you source and add to the campaign will be pulled through to the fields selected
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 the ability to change the settings you have previously set, for specific individuals.
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! 💬