Analyze Bullhorn CRM Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Bullhorn CRM data. The CData API Server generates an OData API for Bullhorn CRM, which is natively consumable in Reveal. In this article, we walk through connecting to Bullhorn CRM in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Bullhorn CRM from API Server

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

1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
   
2. Select "Bullhorn CRM" 👁 Selecting a Connector (Salesforce is shown).
   
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).
   

Add Bullhorn CRM Resource Definitions in API Server

After connecting to Bullhorn CRM, create Resources, which represent API endpoints for Bullhorn CRM data.

1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
   
2. Select the Bullhorn CRM connection 👁 Selecting a connection (Salesforce is shown)
   
3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
   
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

Add an API Server User

Create a User to connect to Bullhorn CRM from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the Bullhorn CRM Connection and Resource(s) 👁 Creating a new user
   

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With the API Server configured, we can visualize Bullhorn CRM data in Reveal.

1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
   
2. Click Data Source -> OData Feed 👁 Adding a new OData data source
   
3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
   
4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
   
5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
   
6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)
   

More Information & Free Trial

At this point, you have created a simple dashboard from live Bullhorn CRM data. For more information on creating OData feeds from Bullhorn CRM (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Bullhorn CRM data in tools that consume OData APIs.