After Installing the Connector you can connect and create a Data Source for data in Bullhorn CRM.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called Bullhorn CRM by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Bullhorn CRM folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Pre-connection Requirements

Unlike many other data sources, Bullhorn CRM doesn't allow users to create their own custom OAuth applications or edit their CallbackURL directly. Instead, you must contact Bullhorn CRM and request that they create or change your OAuth application credentials (Client Id and Client Secret).

Bullhorn CRM also provides or updates your CallbackURL as needed. However, since waiting for a new CallbackURL from Bullhorn CRM may be a time-consuming process, we recommended that you consider using an OAuth verifier code to connect instead of a CallbackURL. Once Bullhorn CRM has provided your OAuth credentials, you can use them to authenticate your application.

Connecting to Bullhorn CRM

You'll need your username and password to authenticate and access your account. Follow these steps to ensure a successful connection:

1. Use your account credentials to log in to your Bullhorn CRM account.
2. Set the DataCenterCode in your application settings to the code that corresponds to your data center. For a full list of data center codes, refer to the list here.

Notes:

• If you are uncertain about your data center code, note that codes like CLS2, CLS21, etc. are cluster IDs that are visible in the URL in your browser's address bar once you are logged in. For example, https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp?#no-ba... indicates that the logged-in user is associated with data center CLS21.
• If you specify a CallbackURL such as http://localhost:33333/, ensure it is exactly the same as what you specify in your application settings. This includes any trailing slashes ("/"). Any addition or removal of characters from this URL will result in an error.

Authenticating to Bullhorn CRM (OAuth)

Bullhorn CRM supports OAuth authentication only. Unlike many other data sources, Bullhorn CRM doesn't allow users to create their own custom OAuth applications or edit their CallbackURL directly. Instead, you must request Bullhorn CRM to set up a custom OAuth application for you. This involves contacting Bullhorn CRM support to initiate the setup process. For information about how to create a custom OAuth application for Bullhorn CRM, see Creating a Custom OAuth Application.

The following subsections describe how to authenticate to Bullhorn CRM from three common authentication flows.

For a complete list of connection string properties available in Bullhorn CRM, see Connection.

Desktop Applications

To authenticate your desktop application, use one of the following options: using a verifier code or a custom CallbackURL. While using a custom CallbackURL is more straightforward, it requires you to contact Bullhorn CRM directly to request changes to it, which can be a time-consuming process. Therefore, we highly recommend using a verifier code instead. Although the setup is slightly more involved, it streamlines the authentication process.

Option 1: Using a verifier code

To start the authentication process with a verifier code, construct your authorization URL. This URL is what triggers the OAuth process where the output generates a unique code, which is essential for obtaining access tokens that enable secure interactions between your application and Bullhorn CRM.

Retrieving an OAuth verifier code

1. Construct your Authorization URL as follows: https://<authorization URL for your data center>/oauth/authorize?client_id=<your OAuth Client Id>&response_type=code
   • For example, if you have data center "CLS40", the URL used for authentication is: https://auth-east.bullhornstaffing.com/oauth/authorize?client_id=<your OAuth Client Id>&response_type=code
   • Refer to the list here to find the authorization URL specific to your data center code.
2. Next, open your authorization URL in a browser.
3. Log in and grant permissions to the connector. You are redirected to the CallbackURL, which contains the verifier code. The URL format is: https://www.bullhorn.com/?code=<verifiercode>&client_id=<clientid>
4. Save the value of the verifier code directly from the URL.

Get and refresh the OAuth access token

Once you have retrieved the OAuth verifier code, the next step is to use it to obtain and manage your OAuth access token. This token allows your application to authenticate and interact securely with Bullhorn CRM. Configure the folllwing settings:

• OAuthVerifier: The OAuth verifier code.
• DataCenterCode: The data center your account is connected with. Find the list of the data centers here.
• OAuthClientId: The Client Id that was assigned when you registered your custom OAuth application.
• OAuthClientSecret: The Client Secret that was assigned when you registered your custom OAuth application.
• CallbackURL: The redirect URI that was defined when you registered your custom OAuth application.
• InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.

The connector handles the OAuth process by authenticating requests using the access token, refreshing the access token when necessary, and persistently storing OAuth settings in OAuthSettingsLocation.

Option 2: Using a custom CallbackURL

If you prefer using a CallbackURL (for example, http://localhost:33333), contact Bullhorn CRM and request that they configure your chosen URL as the authorized endpoint for OAuth callbacks. Once Bullhorn CRM confirms that your CallbackURL is set up, proceed to configure your application with the following settings:

• CallbackURL: The custom CallbackURL provided by Bullhorn CRM.
• DataCenterCode: The data center your account is connected with. Find the list of the data centers here.
• OAuthClientId: The Client Id that was assigned when you registered your custom OAuth application.
• OAuthClientSecret: The Client Secret that was assigned when you registered your custom OAuth application.
• InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.

The connector handles the OAuth process by authenticating requests using the access token, refreshing the access token when necessary, and persistently storing OAuth settings in OAuthSettingsLocation.

Next Step

See Using the Connector to create data visualizations.