To set up your itris integration on SourceWhale simply follow these steps:

Navigate to your initials/image in the bottom left-hand corner > click on Integrations > select itris.

a. Next create an API user following these instructions:

b. Head to Integrations in itris.

c. Create a new Configuration.

Enter your Username, Password and Subdomain in SourceWhale and then click Activate.

Once your integration is active you will see a green connected box appear by the itris icon.

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

Sync manual contact updates to itris - Automatically update itris 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 itris.

Add Applicant/Contact to itris - Choose when Applicant/Contact get added to itris, 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 Applicant/Contact to option, we will only add notes to existing records in itris once an Applicant/Contact has been marked as "interested" or "replied".

Displayed Fields - Choose which itris fields users can optionally tag to an Applicant/Contact to push into itris.

Mandatory Fields - Choose which itris fields must be filled to push Applicants/Contacts into itris.

Update field in itris - 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.

Default Status - Add new Applicants/Contacts with a default status.

Here you can choose which activities will create notes in itris.
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Create new notes from - Choose for which outreach types a note is pushed in itris.

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

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

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

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

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

Within SourceWhale you can use the itris integration features in the campaign settings or Chrome extension.

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 an Applicant or Contact. 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 contacts/applicants 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 contact, but you come across someone you'd rather push through as an applicant, 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 campaign 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! 💬