In order to set up your Exelare integration on SourceWhale simply follow these steps:

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.

Search for Exelare in the search bar.

Ask your Exelare account manager for your Username, Password, Company ID and API Source ID.

Once you have entered the relevant details then click 'Activate'.

Once the integration is active, you will see a green connected box by the Exelare icon.

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

Sync manual contact updates to Exelare - Automatically update Exelare 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 Exelare - Choose when Candidates/Contacts get added to Exelare, 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 Exelare once a Candidate/Contact has been marked as "interested" or "replied".

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

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

Within SourceWhale you can use the Exelare 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 a Candidate or Contact. You can also choose to adjust the default sync settings.

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.

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