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Access Bullhorn CRM Data as OData Feeds in Tableau
Use the Tableau Desktop business intelligence tool to connect to Bullhorn CRM data using the API Server.
The CData API Server, when paired with the ADO.NET Provider for Bullhorn CRM (or any of 200+ other ADO.NET Providers), provides Bullhorn CRM data as OData Web services. This article will explain how to use the API Server to provide the underlying connectivity to Bullhorn CRM data in Tableau's business intelligence tool.
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.
When you configure the connection, 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.
You can then choose the Bullhorn CRM entities you want to allow the API Server to access by clicking Settings -> Resources.
Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Tableau.
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.
Create Real-Time Bullhorn CRM Data Visualizations
Follow the steps below to create data visualizations based on the remote Bullhorn CRM data:
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In Tableau, select 'Connect to data'. In the 'On a server' section, click OData.
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In the resulting wizard, enter the URL of the OData endpoint for the API Server. Append the name of the table you want to access to the OData entry URL. For example:
https://your-server/api.rsc/Candidate -
Select the
'Use a Username and Password' option and enter the username and password of a user who has access to the API Server.
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Tableau uses the table metadata exposed by the API Server to detect dimension and measure columns.
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To view the Bullhorn CRM data, right-click under the table name in the Data section of the dashboard and select the View Data option. The Bullhorn CRM data will appear in Tableau.
