QuotaPath's integration with JobAdder allows you to easily import data from your JobAdder account to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.
Integration Requirements
Before connecting JobAdder to your QuotaPath workspace, you'll need to obtain the below information.
Environment: Sandbox or production
Once you have the above information, you're ready to connect JobAdder to your QuotaPath workspace!
Supported Objects
QuotaPath supports the ability to import the following objects from JobAdder:
Placements
Applications
Candidates
Companies
Contacts
Requisitions
Submissions
How to connect JobAdder
To connect JobAdder to your QuotaPath workspace, open Integrations in the Data group of the left-hand navigation (it is not under Settings). If you already have a source connected, you will land on Connected; otherwise you will see Available. Find the JobAdder integration card and click ‘Connect’.
Authenticate
Upon clicking 'Connect', you'll be automatically redirected to JobAdder where you'll need to login and authenticate to your JobAdder account. After logging in, you'll be automatically redirected back to QuotaPath.
Integration Source Form
Upon returning to QuotaPath, you'll need to choose whether you'll be integrating a Production or Sandbox environment:
After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.
Sync Schedule
At the top of the following screen, use the dropdown selector to set the sync frequency. After the source is connected, open the JobAdder card and choose Manage source. To pull the latest records, an Admin clicks Sync and Refresh on the source page (that action is admin-only).
Objects
Next, select the objects that you'd like to import into your QuotaPath workspace.
When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.
Once your integration is set up, you can map a component to this data. Visit How to Map a Component to your Data Source for more detailed instructions!