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Analyze Bullhorn CRM Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Bullhorn CRM data and visualize live Bullhorn CRM data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server and Bullhorn CRM ADO.NET Provider 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.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Bullhorn CRM"
- 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.
Add Bullhorn CRM Resource Definitions in API Server
After connecting to Bullhorn CRM, create Resources, which represent API endpoints for Bullhorn CRM data.
- Click Settings -> Resources -> Add Resource
- Select the Bullhorn CRM connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Bullhorn CRM from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Bullhorn CRM Connection and Resource(s)
(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.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
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.
