Analyze Bullhorn CRM Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Bullhorn CRM data. In this article, we will guide you through the process of connecting to Bullhorn CRM via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.

Connect to Bullhorn CRM from Infragistics Reveal

To work with live Bullhorn CRM data in Infragistics Reveal, we need to connect to Bullhorn CRM from Connect Cloud, provide user access to the connection, and create OData endpoints for the Bullhorn CRM data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Bullhorn CRM through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. Oa the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Bullhorn CRM from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Bullhorn CRM" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Bullhorn CRM.

   Begin by providing your Bullhorn CRM account credentials in the following:

   • DataCenterCode: Set this to the data center code which responds to your data center. Refer to the list of data-center-specific Bullhorn API URLs: https://bullhorn.github.io/Data-Center-URLs/

   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.

   Authenticating with OAuth

   Bullhorn CRM uses the OAuth 2.0 authentication standard. To authenticate using OAuth, create and configure a custom OAuth app. See the Help documentation for more information.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Bullhorn CRM Connection page and update the User-based permissions.

Add Bullhorn CRM OData Endpoints in Connect Cloud

After connecting to Bullhorn CRM, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the Bullhorn CRM connection (e.g. BullhornCRM1) and click Next
3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to Bullhorn CRM data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize Bullhorn CRM data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Sources -> OData Feed
3. Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/service
4. Select Generic Credentials and
   • Set Username to a Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the PAT for the user
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Bullhorn CRM data. For more information on creating OData feeds from Bullhorn CRM (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live Bullhorn CRM data in tools that consume OData APIs.