In order to set up your JobAdder 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 JobAdder in the search bar.

Once on the integrations page simply select JobAdder and click Activate.

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

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

Sync manual contact updates to JobAdder - Automatically update JobAdder 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 JobAdder

Add Candidate/Contact to JobAdder - Choose when Candidates/Contacts get added to JobAdder, 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/contact to option, we will only add notes to existing records in JobAdder once a Candidate/Contact has been marked as "interested" or "replied".

Displayed Fields - Choose which JobAdder fields users can optionally tag to a Candidate/Contact to push into JobAdder.

Mandatory Fields - Choose which JobAdder fields must be filled to push Candidate/Contact into JobAdder.

Update field in JobAdder - 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.

Only store personal emails - Choose to only save personal emails for candidates and work emails for contacts in JobAdder

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 JobAdder

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

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

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

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

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

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

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

Here you can customise and map all JobAdder 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 Candidate/Contact when there may be possible company duplicates or similarly named companies in your CRM.

Job status whitelist - Display the jobs under the selected job statuses only.

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

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

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