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Import Bullhorn CRM Data into Microsoft Power Query
The CData API Server offers standards-based Web service endpoints that allow a variety of applications to access Bullhorn CRM data. In this article, you will use the OData format to import Bullhorn CRM data into Microsoft Power Query.
The API Server, when paired with the ADO.NET Provider for Bullhorn CRM (or any of 200+ other ADO.NET Providers), enables you to use Web services to connect to and query Bullhorn CRM data. This article details how to import an OData feed of Bullhorn CRM data into Microsoft Power Query.
Set Up the API Server
Follow the steps below to begin producing secure Bullhorn CRM OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Bullhorn CRM
After you deploy the API Server and the ADO.NET Provider for Bullhorn CRM, provide authentication values and other connection properties needed to connect to Bullhorn CRM by clicking Settings -> Connections and adding a new connection in the API Server administration console.
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.
You can then choose the Bullhorn CRM entities you want to allow the API Server access to by clicking Settings -> Resources.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Connect to Bullhorn CRM Data from Power Query
Follow the steps below to import tables that can be refreshed on demand:
- Configure the API Server to use a version of the OData protocol that is recognized by Power Query. In the API Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.
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From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:
https://your-server:8032/api.rsc
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In the next step of the wizard, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.
To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click Edit Credential. Select the privacy level from the menu on the Data Source Settings page.
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You can now access Bullhorn CRM data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.
