Build Bullhorn CRM-Connected Dashboards in Redash

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Bullhorn CRM data for visualizations, dashboards, and more. This article shows how to create a virtual database for Bullhorn CRM and build visualizations from Bullhorn CRM data in Redash.

CData Connect Server provides a pure SQL Server interface for Bullhorn CRM, allowing you to easily build reports from live Bullhorn CRM data in Redash — without replicating the data to a natively supported database. As you build visualizations, Redash generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Bullhorn CRM, leveraging server-side processing to quickly return the requested Bullhorn CRM data.

Create a Virtual SQL Server Database for Bullhorn CRM Data

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

1. Login to Connect Server and click Connections.
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:

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

With the virtual database created, you are ready to connect to Bullhorn CRM data from Redash.

Visualize Bullhorn CRM Data in Redash

The steps below outline creating a new data source in Redash based on the virtual Bullhorn CRM database in Connect Server and building a simple visualization from the data.

Create a New Data Source

1. Log into Redash, click on your profile and click "Data Sources"
2. Click the " New Data Source" button
3. Select "Microsoft SQL Server" as the Data Source Type
4. On the configuration tab, set the following properties:
   • Name: Name the data source (e.g. Bullhorn CRM (CData Connect))
   • Host: The full URL to your CData Connect instance (e.g. https://connect_server_url)
   • Port: The port of the CData Connect SQL Server endpoint (e.g. 1433)
   • User: A CData Connect user
   • Password: The password for the above user
   • Database name: The name of the virtual database for Bullhorn CRM (e.g. BullhornCRM1)
   • Click the checkbox to Use SSQL
5. Click Create
6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Bullhorn CRM data.

Create a Bullhorn CRM Data Visualization

1. Click Create -> New Query
2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
3. Write a SQL statement to retrieve the data, for example:
   SELECT Id, CandidateName FROM Candidate WHERE CandidateName = 'Jane Doe'
4. Click the "Execute" button to load Bullhorn CRM data into Redash via CData Connect
5. Use the Visualization Editor to create and analyze graphs from Bullhorn CRM data
6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Bullhorn CRM Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Bullhorn CRM data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Server page.