Create Reports from Bullhorn CRM Data in Looker Studio

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Bullhorn CRM data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Bullhorn CRM and generating reports from Bullhorn CRM data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Bullhorn CRM, making it straightforward to construct reports directly from live Bullhorn CRM data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Bullhorn CRM. This leverages server-side processing to swiftly provide the requested Bullhorn CRM data.

Configure Bullhorn CRM Connectivity for Looker Studio

Connectivity to Bullhorn CRM from Looker Studio is made possible through CData Connect AI. To work with Bullhorn CRM data from Looker Studio, we start by creating and configuring a Bullhorn CRM connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Bullhorn CRM" from the Add Connection panel
👁 Selecting a data source

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.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Bullhorn CRM Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Bullhorn CRM data from Looker Studio.

Visualize Live Bullhorn CRM Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Bullhorn CRM data source and build a simple visualization from the data.

1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
👁 Create a new connection in Looker Studio

2. Click Authorize and allow access to your Google account. 👁 Granting permissions to the Connector
   
3. Click Authorize to authenticate with your CData Connect AI instance 👁 Authenticating with CData Connect AI
   
4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
👁 Importing from Connections

5. Now select a Connection (e.g. BullhornCRM1) and click Next 👁 Selecting a Connection
   
6. Select a Table (e.g. Candidate) or use a Custom Query and click Connect to continue 👁 Selecting a Table
   
7. If needed, modify columns, click Create Report, and add the data source to the report.
👁 Configuring column definitions

8. Select a visualization style and add it to the report.
9. Select Dimensions and Measures to customize your visualization.
👁 Visualizing Bullhorn CRM data in Looker Studio

Live Access to Bullhorn CRM Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Bullhorn CRM data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Bullhorn CRM data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.