Uptics has built an integration that will allow you to sync your Lists and/or Jobs from Crelate directly into the Uptics Platform with the click of a button.
Crelate is an ATS for staffers and recruiters. When combined with Uptics, you can level up and create sequences inside of your Uptics account to reach out to your candidates! For more information on Crelate, please check out their website.
This article will cover how to set up the integration, as well as answer any additional questions about the integration you may have.
Upon connecting your Crelate API Key under the Integration Settings, you will be able to enroll your specific Lists and/or Jobs from Crelate into your Uptics Sequences. You will see additional options/dropdowns in the Sequence Auto-Enrollment popout to choose a specific list or job from Crelate that you would like enrolled into the sequence. Once a Crelate List or Job is chosen, those contacts will sync into Uptics and enroll them into the sequence.
To begin you will need to get your Crelate API key. Please follow the instructions inside the Crelate Help Center to Find and Manage your API Key.
Once you have your API Key from Crelate, follow the steps below to add the API Key to Uptics.
While logged into Uptics, proceed to your Profile > Settings > Integrations.
Proceed to the Crelate section and paste in your Crelate API Key.
Click the green 'Save' button.
To utilize the Crelate Integration within Uptics, once the API key has been entered and saved, you can choose to sync and enroll your candidates into a sequence from any List(s) or Job(s) you have inside of Crelate.
When your candidates from Crelate are synced, in addition to enrolling them into a sequence, a corresponding Contact Record will be created inside of Uptics to view and edit their properties, as well as see any activity or communication history with each individual.
To do so, whether you are building a new sequence or editing an existing one, you can select the List(s) or Job(s) you'd like to sync by following the instructions below.
When you are building a new sequence, and you come to the Enrollment Options, select Automatic & Dynamic.
On the popout to the right, select any Crelate List(s) or Job(s) you'd like to sync.
Once your selections are made, press the 'Save Smartlists' button in the bottom right and your candidates will sync into Uptics, create contact records, and get enrolled into the sequence you have selected for them to get enrolled into.
When you have an existing sequence in Uptics that you'd like to sync Crelate Lists or Jobs with, begin by clicking into the Sequence from your Sequence List page and clicking the Enrollment tab across the top of the page.
In the upper right-hand corner, click on the Automatic & Dynamic icon.
On the popout to the right, select any Crelate List(s) or Job(s) you'd like to sync.
Once your selections are made, press the 'Save Smartlists' button in the bottom right and your candidates will sync into Uptics, create contact records, and get enrolled into the sequence you have selected for them to get enrolled into.
The following is a list of fields that we fetch from Crelate anytime there is a sync initiated. These properties will match to their corresponding properties inside of Uptics, along with enrolling the candidates into the sequence in which you initiated the sync.
EmailAddress_Primary
FirstName
LastName
Name
StageName
PhoneNumber_Mobile
CurrentPosition_Company_Name
CurrentPosition_Title
Description
Website_Facebook
Social_Twitter
Website_Personal
Address_Home_Line1
Address_Home_City
Address_Home_State
Address_Home_Country
Address_Home_ZipCode
Website_LinkedIn: String?
It's actually quite that simple! Once you are familiarized with Crelate and have the API key set up inside Uptics, you can seamlessly continue to sync your Lists and Jobs from Crelate into Uptics whenever you'd like.
Here are a few other points about the integration:
This integration does not currently support 2-way or ongoing sync, but it will in the future.
If you'd like to re-sync your Lists and/or Jobs from Crelate, simply (1) re-open the Automatic & Dynamic Enrollment Popout, (2) remove the lists from the dropdowns, (3) press the 'Save SmartLists' button, (4) then reselect the lists from the dropdowns, and (5) press 'Save Smartlists' again to re-sync.
Because we currently haven't implemented auto-syncing, when you import contacts from the same list or job for the second time, inside Uptics the list will be updated but no duplicates will be created, and the old candidates will be exactly where they left off in the sequence.
Contacts will sync if there is no email address, and thus, the number of candidates inside Crelate and Uptics will match up.
If at any point you run into any issues, please don't hesitate to reach out via our Chat Support Widget in the bottom left-hand corner of the Uptics Application.
If you'd like to make any Crelate Integration Enhancement requests, please do so here so our user base can upvote their favorite and we can have this properly logged and tracked!
