Excel Spreadsheet Automation with the QUERY Formula

The CData Excel Add-In for Bullhorn CRM provides formulas that can edit, save, and delete Bullhorn CRM data. The following three steps show how you can automate the following task: Search Bullhorn CRM data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

• Query: The declaration of the Bullhorn CRM data records you want to retrieve or the modifications to be made, written in standard SQL.

• Connection: Either the connection name, such as BullhornCRMConnection1, or a connection string. The connection string consists of the required properties for connecting to Bullhorn CRM data, separated by semicolons.

  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.

• ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Bullhorn CRM data, such as CandidateName.
2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
=CDATAQUERY("SELECT * FROM Candidate WHERE CandidateName = '"&B4&"'","DataCenterCode="&B1&";OAuthClientId="&B2&";OAuthClientSecret="&B3&";Provider=BullhornCRM",B5)
3. Change the filter to change the data.