Create Interactive Metabase Dashboards that Work with Bullhorn CRM Data

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CData Connect



Use CData Connect to create a virtual MySQL database for Bullhorn CRM data and create an interactive dashboard in Metabase from Bullhorn CRM data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live Bullhorn CRM data. This article describes how to create a virtual database for Bullhorn CRM and build a simple visualization using Bullhorn CRM data.

CData Connect provides a pure SQL interface for Bullhorn CRM, allowing you to easily integrate with live Bullhorn CRM data in Metabase — without replicating the data. Connect looks exactly like a MySQL database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Bullhorn CRM, leveraging server-side processing to quickly return Bullhorn CRM data.

Create a Virtual MySQL Database for Bullhorn CRM Data

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

  1. Log into Connect Cloud and click Databases.
  2. Select "Bullhorn CRM" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Bullhorn CRM.

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

    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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the MySQL interface to connect to CData Connect.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to CData Connect and click "Save"
    • Database type: Select "MySQL"
    • Name: Name the connection (e.g. "Bullhorn CRM (CData Connect)")
    • Host: The URL of your Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the MySQL endpoint for your Connect instance (e.g. 3306)
    • Database name: The name of the virtual database you just created (e.g. Bullhorn CRM1)
    • Username: A CData Connect username
    • Password: The password for the above CData Connect user
    • Click to Use a secure connection (SSL)

Query Bullhorn CRM Data with Metabase

Once you configure the connection to CData Connect, you can query Bullhorn CRM and build visualizations.

  1. Use the "Write SQL" tool to retrieve the Bullhorn CRM data
  2. Write a SQL query based on the virtual database, e.g.

    SELECT Id, CandidateName FROM Candidate WHERE CandidateName = 'Jane Doe'
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Bullhorn CRM data in Metabase. You can continue to work with live Bullhorn CRM data in Metabase just like you would any MySQL database. For more information on creating a virtual MySQL database for Bullhorn CRM (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Bullhorn CRM data in Metabase today.