🤝 SourceWhale | Export

SeekOut integrates with your SourceWhale account, allowing you to export candidate data from SeekOut and turn it into SourceWhale candidate profiles, complete with contact information and work/education history.

Before You Begin

You will need to create a SourceWhale API key. The person who creates this API key must have Admin permissions in your instance of SourceWhale.

From the SourceWhale dashboard, click on your profile icon in the bottom left corner and select Admin.

Go to Settings, then click Generate API Key. Copy your API key and save it somewhere safe, you'll need to enter this key in SeekOut.

Setting up your Integration

Accessing Integrations

Click your name at the bottom left of the SeekOut dashboard, then select Integrations.

Note: Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.com and ask to enable ATS integrations for your org.

On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page. Click the plus sign + at the top of the page to open the ATS list.

Connecting to SourceWhale

On the Integrations page, click + Add a Connection. Locate SourceWhale from the list of integrations and click the Connect button.

Note: If you have set up an integration previously, click the + next to the list of integrations at the top of the page to open the Add a Connection pop-up.

On the Capabilities tab, check the box next to Export. If you want to enable exporting prospects to Campaigns in SourceWhale, click Enable Pools as well. Click Confirm Choices to continue to the next step.

On the Credentials tab, enter your API Key.

Click Submit to save your credentials, then click Next. SeekOut will automatically attempt to verify your connection when you first set it up by exporting a test candidate as a prospect or to a job in the populated jobs list. Choose either Export as Prospect or select a job from the jobs list and click Verify. When the ‘All Good’ message appears, click Finish and ensure the test candidate has been successfully added to your ATS.

When successful, SourceWhale will appear at the top of your Integrations page with a green check mark.

Removing the Integration

On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.

Exporting from SeekOut to SourceWhale

Recommended: Export from a Project

To export all candidates in a project to SourceWhale, go to your SeekOut project, click the Export icon and choose Export All to SourceWhale.

Note: Contact information such as email addresses and phone numbers will only appear in your export if you click Get Email for All and Get Phone for All before exporting.

Alternatively, you can export select candidates from SeekOut by clicking the box next to their profile, clicking Export and then selecting Export to SourceWhale. With both methods, clicking Export to SourceWhale will cause a pop-up window will appear.

Choose if you want to export profiles as Prospects or as Candidates. Prospects will be attached to a specific Campaign within SourceWhale, whereas Candidates will be exported to a chosen Job in SourceWhale.

Note: Due to the nature of the API integration, sending a prospect to a Campaign in SourceWhale will not follow your campaign setup. You will need to kick-off and resume the campaign steps within SourceWhale.

Click the Export button to export candidates to SourceWhale. If successful, you will see a confirmation pop-up message that says, Export Complete.

Additional Notes

Duplicate Profiles

By default, SeekOut will not transmit profiles that have already been successfully exported. Candidates that have been exported will display a confirmation icon and the name of your ATS in their SeekOut profile.

Check the box Include previously exported candidate(s) if you're exporting the same candidates to your ATS again.

SourceWhale does check for duplicate records. If you successfully export the same prospect twice, SourceWhale will attempt to match the profile and update your records with the newly exported information.

What fields are sent from SeekOut to SourceWhale?

• Candidate

  • Name

  • Email(s)

  • Phone Number(s)

  • Source

  • Location

  • Social Media URL(s)

• Experience

  • Title

  • Company

  • Start/End Date

• Education

  • School

  • Degree

  • Start/End Date

    Job Filtering

    We utilize the API header userEmail which will only show requisitions available to the current user

What do dummy emails look like?

When you check the box "Generate dummy email addresses" before exporting to your ATS, then SeekOut will create email addresses and send them along with each candidate who doesn't already have an email associated with their SeekOut profile.

The email addresses generated by SeekOut will look similar to these examples:

• no-email--352233856@seekout.example.com

• no-email--828794187@seekout.example.com

• no-email-1047659244@seekout.example.com

Other Information

SeekOut integrates with many other HR systems. If you need help setting up an integration or need assistance troubleshooting, please contact support@seekout.com.