Create Datasets from Bullhorn CRM in Domo Workbench and Build Visualizations of Bullhorn CRM Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Bullhorn CRM links Domo Workbench to operational Bullhorn CRM data. You can build datasets from Bullhorn CRM data using standard SQL queries in Workbench and then create real-time visualizations of Bullhorn CRM data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Bullhorn CRM data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Bullhorn CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Bullhorn CRM and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Bullhorn CRM data using native Domo data types.

Connect to Bullhorn CRM as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for Bullhorn CRM in Domo Workbench using the Bullhorn CRM DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Bullhorn CRM Data

You can follow the steps below to build a dataset based on a table in Bullhorn CRM in Domo Workbench using the CData ODBC Driver for Bullhorn CRM.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Bullhorn CRM Candidate), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData BullhornCRM Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Candidate

   NOTE: By connecting to Bullhorn CRM data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Bullhorn CRM-specific APIs or protocols.
9. Click preview. 👁 Querying Bullhorn CRM Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Bullhorn CRM data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Bullhorn CRM data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Bullhorn CRM Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Bullhorn CRM Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Bullhorn CRM, you can build custom datasets based on Bullhorn CRM data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.