Setup Guide

Follow these steps to connect Bullhorn CRM to your CData Connect Cloud account:

1. Open the Connections page of the CData Connect Cloud dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Bullhorn CRM into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter the Data Center Code where your account data is hosted. This code appears at the beginning of the Bullhorn CRM URL when you are logged in. For example, if your URL is https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp, your code is CLS21.

6. Contact Bullhorn CRM to set up a custom OAuth application with the correct redirect URI for CData Connect Cloud, which is https://oauth.cdata.com/oauth/.

   Note: Bullhorn CRM does not allow users to configure custom OAuth applications themselves. You must contact Bullhorn CRM for this step.

7. After setting up your OAuth application, enter your OAuth Client Id and OAuth Client Secret in CData Connect Cloud.

8. Select an Auth Scheme and follow the relevant instructions below.

Authentication Methods

OAuth

1. Toggle Include Custom Fields on or off, depending on whether you want to include custom fields in the column listing.

2. Click Sign in to connect securely through OAuth. This action opens the Bullhorn CRM sign-in page in a new tab.

3. Log in to your Bullhorn CRM account and provide the requested permissions (if applicable).

4. At the top of the CData Connect Cloud Add Bullhorn CRM Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.

   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuthPassword

1. Enter the Bullhorn CRM username for authentication.

2. Enter the user password.

3. Toggle Include Custom Fields on or off, depending on whether you want to include custom fields in the column listing.

4. At the top of the CData Connect Cloud Add Bullhorn CRM Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.

   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between CData Connect Cloud and Bullhorn CRM, see this information page.