Connecting to Bullhorn CRM

Begin by providing your Bullhorn CRM account credentials. Set DataCenterCode to the data center code that responds to your data center. Refer to the list here.

If you are uncertain about your data center code, codes like CLS2, CLS21, etc. are cluster IDs that are contained in a user's browser URL (address bar) once they are logged in.

Example: https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp?#no-ba... indicates that the logged in user is on CLS21.

Note: If you specify callback URL value that contains "/" character at the end, e.g., http://localhost:33333/ you must specify exactly the same value. It must match the callback URL you specify in your application settings.
Adding or removing any character of this parameter results in an error.

Authenticating to Bullhorn CRM (OAuth)

Bullhorn CRM uses the OAuth 2.0 authentication standard.

In all scenarios, to authenticate using OAuth, you must create and configure a custom OAuth application. See Creating a Custom OAuth App for more information.

Headless Machines

To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.

1. Choose one of these two options:
   • Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
   • Option 2: Install the adapter on another machine and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.

2. Then configure the adapter to automatically refresh the access token from the headless machine.

Option 1: Obtain and Exchange a Verifier Code

Set the following properties on the headless machine:

• DataCenterCode: Set this to the data center code which responds to your data center. Refer to the list here.
• InitiateOAuth: Set this to OFF.
• OAuthClientId: Set this to the client Id provided by Bullhorn CRM.
• OAuthClientSecret: Set this to the client secret provided by Bullhorn CRM.

You can then follow the steps below to authenticate from another machine and obtain the OAuthVerifier connection property.

1. Call the GetOAuthAuthorizationURL stored procedure with the CallbackURL input parameter set to the exact Redirect URI.
2. Open the returned URL in a browser. Log in and grant permissions to the adapter. You are then redirected to the callback URL, which contains the verifier code.
3. Save the value of the verifier code. You will set this in the OAuthVerifier connection property.
4. Save the REST URL. You will set this in the RestUrl property.

On the headless machine, set the following connection properties to obtain the OAuth authentication values:

• OAuthClientId: Set this to the consumer key provided by Bullhorn CRM.
• OAuthClientSecret: Set this to the consumer secret provided by Bullhorn CRM.
• DataCenterCode: Set this to the data center code which responds to your data center.
• RestUrl: Set this to the URL returned by the GetOAuthAccessToken stored procedure.
• OAuthVerifier: Set this to the verifier code.
• OAuthSettingsLocation: Set this to persist the encrypted OAuth authentication values to the specified file.
• InitiateOAuth: Set this to REFRESH.

After the OAuth settings file is generated, set the following properties to connect to data:

• OAuthClientId: Set this to the consumer key provided by Bullhorn CRM.
• OAuthClientSecret: Set this to the consumer secret provided by Bullhorn CRM.
• DataCenterCode: Set this to the data center code which responds to your data center.
• RestUrl: Set this to the URL returned by the GetOAuthAccessToken stored procedure.
• OAuthSettingsLocation: Set this to the file containing the encrypted OAuth authentication values. Make sure this file gives read and write permissions to the provider to enable the automatic refreshing of the access token.
• InitiateOAuth: Set this to REFRESH.

Option 2: Transfer OAuth Settings

Follow the steps below to install the adapter on another machine, authenticate, and then transfer the resulting OAuth values.

On a second machine, install the adapter and connect with the following properties set:

• DataCenterCode: Set this to the data center code which responds to your data center.
• RestUrl: Set this to the URL returned by the GetOAuthAccessToken stored procedure.
• OAuthSettingsLocation: Set this to a writable text file.
• InitiateOAuth: Set this to GETANDREFRESH.
• OAuthClientId: Set this to the client Id assigned when you registered your application.
• OAuthClientSecret: Set this to the client secret assigned when you registered your application.
• CallbackURL: Set this to the Redirect URI. Note: A different callback url must be explicitly requested from the Bullhorn CRM staff. For example, http://localhost:33333/.

Test the connection to authenticate. The resulting authentication values are written, encrypted, to the path specified by OAuthSettingsLocation. After you have successfully tested the connection, copy the OAuth settings file to your headless machine. On the headless machine, set the following connection properties to connect to data:

• RestUrl: Set this to the URL returned by the GetOAuthAccessToken stored procedure.
• DataCenterCode: Set this to the data center code which responds to your data center.
• InitiateOAuth: Set this to REFRESH.
• OAuthClientId: Set this to the consumer key provided by Bullhorn CRM.
• OAuthClientSecret: Set this to the consumer secret provided by Bullhorn CRM.
• OAuthSettingsLocation: Set this to the path to your OAuth settings file. Make sure this file gives read and write permissions to the adapter to enable the automatic refreshing of the access token.