eBoss Integration Setup
Setting up your eBoss integration in SourceWhale is very simple, all you need to do is follow the steps below.
Step 1
Go to your initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box > Select eBoss.
Step 2
To enable the eBoss integration, enter the subdomain where you usually access eBoss.
Step 3
Click activate.
When the integration is active, you will see a green connected box appear to the right hand side of the eBoss logo.
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 eBoss - Automatically update eBoss with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to eBoss
Add Candidate/Contact to eBoss - Choose when Candidate/Contact get added to eBoss, 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 eBoss once a Candidate/Contact has been marked as "interested" or "replied".
Candidate/Contact Fields
Displayed Fields - Choose which eBoss fields users can optionally tag to a Candidate/Contact to push into eBoss.
Mandatory Fields - Choose which eBoss fields must be filled to push Candidate/Contact into eBoss.
Update field in eBoss - 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.
Activity Notes
Here you can choose which activities will create notes in eBoss
Note creation
Create new notes from - Choose for which outreach types a note is pushed in eBoss.
Contact Fields
Here you can customise and map all eBoss fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in eBoss.
General Settings
Displayed Company Information
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.
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬