Vincere Integration Setup

Sync Features

Field Mapping

Mandatory Fields

Note Mapping

Syncing between SuperReach and Vincere

Setting up your integration with Vincere is a simple process. Check out the steps below to find out how you can set this up yourself, quickly and easily.

Raise a support ticket with Vincere - in your support ticket ask for REST API credentials and give them the redirect URL: https://app.superreach.com/admin/integrations.

Vincere should provide you with a Client ID and Client Secret. They will also give you an API username and ask you to set its password.

Once you've received your credentials, follow these steps:

2. On the left hand menu, select Integrations.

3. Select Vincere and Connect.

4. Add your API details and inform your SuperReach Onboarding team.

5. Once they have confirmed the connection on the SuperReach side, you're ready to go!

After connecting Vincere to SuperReach, you can head to integration settings to customise your integration. Click Integrations in the Administrator module, and click the cog icon on the Vincere card. See the image below.

As part of the integration, we offer field mapping to create a seamless integration experience. We provide a number of default mappings, but you can also add additional custom field mappings for deeper integration. Fields are mapped per contact type (Candidate or Client Contact).

We will automatically add your fields once you've completed your Vincere setup. For example, First Name, Last Name, and Job Title. You can choose which fields on SuperReach these map to, and once mapped; we can pass information seamlessly between the two systems.

You can deactivate SuperReach fields if they do not apply to your business. *

*You cannot deactivate First Name, Last Name or Employer. These fields are mandatory in SuperReach to be able to create a contact.

For more information on how to manage your field mappings effectively, click here.

To ensure you control the data quality being added to your CRM, you can choose which fields are mandatory when your sales team adds contacts. These rules will not apply when adding contacts to SuperReach.

So, if you have best practice processes in place which dictate that contacts must be skilled up before adding to the CRM, we help you enforce that. The mandatory field validation will only appear when a user tries to add a contact to your CRM.

Note mapping with Vincere has been designed to be super simple. All activities on SuperReach are mapped across to Vincere as General Comments.

As part of the integration, we offer note mapping to create a seamless integration experience. This is particularly important for reporting purposes. SuperReach has both system and manual note types.

The manual note types we offer are:

The system notes types we send are:

See below a more detailed article regarding Note mapping.

Note Mapping Overview

The synchronisation process between SuperReach and Vincere is manual to ensure CRM cleanliness and data sterility.

In order to connect a contact with Vincere CRM, you must click the "Add to CRM" button on their profile. The next step is to decide whether to add the profile to Vincere as a Contact or Candidate.

Once you've added them to Vincere CRM - it will attempt to find a corresponding profile on Vincere, in order to avoid duplication. There are two scenarios in this case: