Setting up your Bullhorn integration - Part 3: CRM Handoff

This is the final step in setting up your integration. The CRM Handoff is the tool we use to forward your applicants into Bullhorn.

Connecting your Bullhorn account

The first step is to connect your Bullhorn account using your login credentials. You have two options here:

OAuth

This displays the Bullhorn login page and lets you log in directly to Bullhorn and connect your account to idibu.

Using this method means that your login credentials are not stored in the idibu database, but occasionally, the account can become disconnected. From time to time, you may need to access this setup area again to reconnect your account.

Login and password

This means idibu will store your login credentials using a secure encryption method. The key benefit is that should the accounts become disconnected, idibu can use these credentials to re-establish a secure connection immediately, without you having to intervene.

Once you click 'Save Settings' - assuming the credentials you entered are correct - idibu will show that your account is connected:

Candidate forwarding settings

By default, we will forward all your applicants to the 'Online responses' section of your Bullhorn vacancy. This is the default recommended workflow. If you prefer to send applicants directly to 'Shortlist', you can select this option as shown below:

By default, "New Lead" will be assigned as the Bullhorn candidate record status. However, you can change this to a different status using the "Set preferred candidate status" dropdown list. This will display all the available candidate statuses you have set up in your Bullhorn account, and you can choose the one you prefer to be assigned to all new candidates.

Configuring File Types

idibu will always apply the following File Types to the candidate's attached files, depending on their properties:

• CV
• Cover Letter

This data is reflected under the candidate record's "File" tab in Bullhorn.

The "CV" File Type may not be present in your Bullhorn configuration by default and needs to be manually added for this particular data from idibu to be accepted.

To do this:

1. Access the Admin —> System Settings section from your Bullhorn account's menu.
2. In there, locate the fileTypeList    variable.
3. Make sure that CV    and Cover Letter    are both present in the list.
4. Once done, remember to click "Save Changes".

Finishing touches

You can now configure the handoff to your preferred workflow by completing and saving the remaining settings.

Your Bullhorn integration will then be complete and ready to use!

If you get stuck or want to double-check any of these steps, as ever, please don't hesitate to get in touch with our support team.