How to update Bullhorn CRM from Excel

The CData Excel Add-In for Bullhorn CRM enables you to edit and save Bullhorn CRM data directly from Excel. This article explains how to transfer data from Excel to Bullhorn CRM. This technique is useful if you want to work on Bullhorn CRM data in Excel and update changes, or if you have a whole spreadsheet you want to import into Bullhorn CRM. In this example, you will use the Candidate table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Bullhorn CRM connection by clicking From Bullhorn CRM on the ribbon.

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.

Retrieve Data from Bullhorn CRM

To insert data into Bullhorn CRM, you will first need to retrieve data from the Bullhorn CRM table you want to add to. This links the Excel spreadsheet to the Bullhorn CRM table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Bullhorn CRM button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Candidate table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Bullhorn CRM

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Bullhorn CRM, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Candidate sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.