You can take the contacts that are stored in Itris and import them directly into a SourceWhale campaign. This button is able to import contacts or applicants within Itris into SourceWhale.

Follow these steps to add the button to itris:

Select itris Management Utility > Integrations.

Click the record posting tab at the top > + New in the bottom left.

Enter the following details and press save:

Name - Add to SourceWhale

URL - https://sourcewhale.app/api/integrations/itris_export

For more information view this page here on itris

Open Applicants or Contacts from the left-hand panel. From here complete a search and select either an Applicant or Contact and then select Post record > Add to SourceWhale.

This will then take you to a pop-up page to select your SourceWhale campaign.

After selecting a campaign, SourceWhale opens a contact review dialog. Review the contact details and select Review outreach. In the outreach review, select Add selected to campaign or Add all to campaign to schedule the contacts for that campaign.

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