Datarails Integrations solution is a paid plan that lets you consolidate all your data sources and seamlessly connect your external apps to the Datarails web app. For more information contact our integrations team here.

Prerequisites

• Admin user rights in Datarails
• Your BullHorn account URL
• The name of the BullHorn table that you want to sync with Datarails

Step 1: Prepare the BullHorn Data for Syncing

1. Go to https://app.bulllhornstaffing.com.
2. Click Menu, then click the Admin icon, and then click the BH Connect icon. A new window opens.
3. From the list, select Web API Services.
4. Click the Add Account button. The Edit Account screen opens.
   
5. In the blank box, enter a name for the integration.
6. Copy the API key and save it for use later on.
7. Finally, click the Update button on the right of the screen.

Step 2: Create a New Data Source in Datarails

1. From the left hand pane in Workspace, select Admin > Data Sources.
2. From the top right of the screen, click the + icon. The Add Data Source dialog box appears.
   
3. Complete the dialog box:
   • Organization: Your company
   • Type: BullHorn
   • Sync User: Your company's sync user email
   • Name: The name of this integration
   • Username: Your Bullhorn user name
   • Password: Your Bullhorn password
   • API Key: Paste the text you saved
4. Click Save, then click Test.
   • If the settings are accepted, you will see "OK" in the Test Results box.
5. Click Close. You will then see your integration in the Data Sources window.

Step 3: Create a New Filebox

For the most up-to-date and complete instructions on how to create a new filebox via the workspace or the Excel add-in, please go here.

Step 4: Synchronize the Data

1. From Workspace, select the FileBox you just created and click the Settings tab.
2. Scroll down to the Data Connection section.
3. In the Edit dropdown, select BullHorn (#1).
   
4. In the section Object Types, in the Object to Query box, select the table you want to sync with Datarails (#2).
5. Click Save.
   • If the settings are accepted, you will see the message "Query Saved" at the bottom of this screen.
6. Click Test.
   • If the settings are accepted, you will see "OK" in the Test Data Integration box.
7. Next click Sync Now.
   • If the settings are accepted, in the top right of the screen you will see the message "Command Sync Now sent successfully".
     

Step 5: Review and Verify the Synchronization

1. From the Collaboration tab, you can see the audit trail of the synchronization steps and the current status, which should have the status Synced.
2. From the Review tab, you can see the .csv file that was imported.
3. To verify that the data is correct, click the 3 dots ​⋮ icon and select Preview Version.
4. Verify that the data is as expected.
5. If all is OK, the synchronization is complete.

Filter Data

You can add one or more filters before or after the initial synchronization.

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1. In Data Connection > Object Types > Object to query, select the report you want to sync. Select the report from the dropdown.
   
   
2. In Sync query > Query for sync, add your Where condition. 

Example: If you want to query the Candidate Object by “first name”, enter the column name and then "=" in the Input Box and then enter the value for the filter. 

3. Click Save.
   • If the settings are accepted, you will see the message "Query Saved" at the bottom of this screen. 
4. Click Test.
   • If the settings are accepted, you will see "OK" in the Test Data Integration box. 
5. Click Sync Now.
   • If the settings are accepted, in the top right of the screen you will see the message "Command Sync Now sent successfully".

Updated May 08, 2023 17:33