How do I enable the JobNimbus integration with HailTrace?

To enable the HailTrace integration:

  1. Click on your profile icon or initials in the top right corner
  2. Select Settings from the drop-down menu
  3. From the Settings menu on the left, open the API tab
  4. Select New API Key
  5. Under the "Description" column, type HailTrace into the field
  6. From the Access Profile drop-down menu, select a profile that has Settings access
  7. Select Save
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  8. To the right of the newly created API key, select Copy
  9. Log in to your HailTrace account
  10. Proceed to your HailTrace Settings by selecting Settings in the left-hand navigation menu (depicted with a gear/wheel icon).
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  11. To create a custom field for mapping with JobNimbus, select Fields.
    1. Select the entity as "Contact"
    2. Select the Click Here option to create a custom field to map to JobNimbus
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For the field Type, you will select Text. Input the desired label and select Save

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Once you have created a custom field for mapping to all of your desired custom JobNimbus fields, proceed to the next step
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  1. From the navigation menu, select Integrations.
  2. Below the JobNimbus banner, select Click Here to enable the integration.
  3. Paste your API key that we copied from JobNimbus in Step 8. Click on the Save icon.
  4. Select the desired Contact Workflow name and Status name that you would like to integrate.
  5. Map your JobNimbus Custom Fields to the newly created HailTrace Custom Fields (covered in Step 11 above).
  6. Once complete, click Enable Integration.

Congratulations! The HailTrace+JobNimbus integration is now live.