Access Live Bullhorn CRM Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Bullhorn CRM data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Bullhorn CRM within your Connect Cloud instance and accessing live Bullhorn CRM data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for Bullhorn CRM, allowing you to easily access live Bullhorn CRM data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Bullhorn CRM, leveraging server-side processing to quickly return Bullhorn CRM data.

Configure Bullhorn CRM Connectivity for Excel

Connectivity to Bullhorn CRM from Excel is made possible through CData Connect Cloud. To work with Bullhorn CRM data from Excel, we start by creating and configuring a Bullhorn CRM connection.

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.

With the connection configured, you are ready to connect to Bullhorn CRM data from Excel for the web.

Access Live Bullhorn CRM Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live Bullhorn CRM data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. BullhornCRM1), Table (e.g. Candidate), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Bullhorn CRM Data from Excel

In addition to viewing Bullhorn CRM data in Excel, CData Connect Cloud also lets you update and delete Bullhorn CRM data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Bullhorn CRM (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Bullhorn CRM

A notification will appear when the update is complete

Live Access to Bullhorn CRM Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Bullhorn CRM data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.