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Setting up the PCRecruiter Integration
Setting up the PCRecruiter Integration

Learn how to set up your PCRecruiter integration and sync features.

Jordan Longtin avatar
Written by Jordan Longtin
Updated over a week ago

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


PCRecruiter Integration Set-Up

Step 1

Click on your initials/images in the bottom left-hand corner of SourceWhale > Select Integrations from the dropdown box.

Step 2

Search for PCRecruiter within the search bar and click Connect.

Step 3

You will need to create a new API user within PCRecruiter and name it SWAPI. To do this, follow the instructions here.
​

Next login to the link below with the API User credentials:
​https://main-sequence.3scale.net/login

Once created, provide your Username, Password, Database ID, API Key, and APP ID in the relevant fields in SourceWhale and click Activate.

Note: Once your integration is active, you will see a green box to the right of PCRecruiter that says Connected.


Sync Features

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

General Settings

  1. Do not merge with existing contacts in PCRecruiter: Turning this toggle on will create duplicates in PCRecruiter.

  2. Backfill SourceWhale events when creating a contact: Turning this toggle on will push all of the notes for SourceWhale events that have happened prior to us creating the contact in the CRM.

  3. Displayed Company info: Select the option to give further information regarding a company in the SourceWhale Chrome extension.

  4. Displayed Company Warning: Select the option you would like displayed to help identify the correct company for a Candidate when there may be possible company duplicates or similarly named companies in PCRecruiter.

  5. Create notes upon: Choose for which outreach types a note is pushed in PCRecruiter.

Sync Settings

  1. Only add notes to synced records: Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in JobAdder once a Candidate/Contact has been marked as "interested" or "replied".

  2. When adding to a campaign: Choose to sync when adding Candidates or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.

  3. Unsubscribe Pipeline Step: Contacts who subscribe will automatically be added to this pipeline step

  4. Add new candidates to: If a company is selected here, all new candidates will be added to this company

  5. Displayed fields: Choose which PCRecruiter fields users can optionally tag to a Candidate to push into PCRecruiter.

  6. Mandatory fields: Choose which PCRecruiter fields must be filled to push Candidates into PCRecruiter.

  7. Protected fields: Selected fields will not be overwritten in PCRecruiter when syncing data.

  8. 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.

Stage Mapping

Here you can map SourceWhale stages to your custom PCRecruiter stages.

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

Note: Check out this article to learn more about the SourceWhale stages.

Note Mapping

Here you can map SourceWhale outreach types to your custom PCRecruiter note types.

  1. Select the drop-down for each outreach type to map it to the correct PCRecruiter note type

Field Mapping

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

Note: Please do not adjust unless you are finding that the variables are not mapping as expected in PCRecruiter.

  1. String Variables: These SourceWhale variables can only be mapped to one field in PCRecruiter.

  2. List Variables: These SourceWhale variables can be mapped to multiple fields in PCRecruiter.

  3. Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in PCRecruiter.

You are now ready to start using your PCRecruiter integration.

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

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