Setting up your CATS integration in SourceWhale is very simple, all you need to do is follow the steps below:

Go to your initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box.

To enable the CATS integration, obtain an API key by clicking on settings within CATS in the top-right, then go to the following:

Administration → Site Management → API Keys

Click Activate.

When the integration is active, you will see a green connected box appear to the right-hand side of the CATS logo.

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

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

Add Candidate/Contact to CATS - Choose when Candidates/Contacts get added to CATS, 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 CATS once a Candidate/Contact has been marked as "interested" or "replied".

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

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

Update field in CATS - 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.

Here you can choose which activities will create notes in CATS

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

Here you can customise and map all CATS 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.

Once you have set up your integration you will be able to use and set up the different features available.

On the campaigns setting page you will see different options regarding when and how Candidates/Contacts are pushed through to CATS.

Dropdown options: 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 through Candidate/Contact to a variety of different areas in CATS (shown below)

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! 💬