Import Bullhorn CRM Data into the Power BI Service for Visualizations

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CData Connect



Use CData Connect Cloud to create an OData feed for Bullhorn CRM and create custom reports in the Power BI Service.

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Bullhorn CRM data for visualizations, dashboards, and more. This article shows how to use the CData Connect Cloud to generate an OData feed for Bullhorn CRM, import Bullhorn CRM data into Power BI and then create reports on Bullhorn CRM data in the Power BI service.

NOTE: You can also use the on-premise data gateway and the SQL interface in Connect Cloud to connect to Bullhorn CRM data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Bullhorn CRM Data

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

  1. Login to 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.

Connecting to Connect Cloud from Power BI

To import and visualize your Bullhorn CRM data in the Power BI service, add a Connect Cloud API user, add Bullhorn CRM OData endpoints in Connect Cloud, and create & publish a dataset from Power BI Desktop to the service.

Add a Connect Cloud User

Create a User to connect to Bullhorn CRM from Power BI through Connect Cloud.

  1. Click Users -> Add
  2. Configure a User.
  3. Click Save Changes and make note of the Authtoken for the new user.
  4. Click Database and select the Bullhorn CRM virtual database.
  5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Add Bullhorn CRM OData Endpoints in Connect Cloud

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

  1. Click OData -> Tables -> Add Tables.
  2. Select the Bullhorn CRM database.
  3. Select the table(s) you wish to work with and click Next.
  4. (Optional) Edit the table definition to select specific fields and more.
  5. Save the settings.

Publish a Dataset from Power BI Desktop

With OData endpoints added to Connect Cloud, you can create a dataset in Power BI descktop using OData connectivity and publish the dataset to the Power BI service.

  1. Open Power BI, click Get Data -> More, then select OData feed, and click Connect.
  2. Set URL to the Base URL of your Connect Cloud instance (e.g.: https://www.cdatacloud.net/myinstance/api.rsc) and click OK.
  3. Set User name and Password to user name and Authtoken from above.
  4. Select the full Base URL (https://www.cdatacloud.net/myinstance/api.rsc) as the level to apply the settings to/
  5. Select the table(s) to visualize in the Navigator dialog.
  6. Click Load to pull the data into Power BI.
  7. Define any relationships between the selected entities on the Relationships tab.
  8. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Bullhorn CRM Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

  1. Log in to PowerBI.com.
  2. Click Workspaces and select a workspace.
  3. Click Create and select Report.
  4. Select the published dataset for the report.
  5. Choose fields and visualizations to add to your report.

SQL Access to Bullhorn CRM Data from Cloud Applications

Now you have a direct connection to live Bullhorn CRM data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Bullhorn CRM data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect Cloud.