⚠️ In order to set this up, you must be an an admin in Bullhorn.
You can take the contacts that are stored in your Bullhorn CRM and import them directly into a SourceWhale campaign. This button is able to import information from the contacts lists or candidate page within Bullhorn into SourceWhale.
Add the 'Export to SourceWhale' action into Bullhorn
Step 1
Select the Admin icon, and then select 'View Layout'.
Step 2 - Adding the button to Candidate / Contact List page
Choose the Field Map Entity that you would like to create your custom action for as shown in the screenshot below (we recommend setting this up for both Candidate and Contact). Click on Custom Menu Actions in the menu below.
Add the additional information needed in the fields below:
Name: Export to SourceWhale
Enabled: Tick
Location: On a record list, in the Action section
User Types: Select all User Types that need to be able to see this button plus the SourceWhale REST API.
To find your user types, go to Admin -> Users and look at the user type column
Click Save.
(Optional) If you want to add this button for individual contact / candidate records.
If you wish to add this to individual contact or candidate records, you will need to click Add New after adding the one above in step 2
Use the same Information, however change the location to "In a record, on the menu" and save it.
You will need to add this for both candidates and contacts if you want to see the button on both individual records.
Using the action
⚠️ This button is only able to export information from the candidates list or contacts list within Bullhorn.
Also the contacts must already have an email address otherwise they will not be imported into SourceWhale.
Step 1
Head over to a candidate or contact list to find the new action you've created. Select the candidate(s) you would like to export to SourceWhale using the tick box all the way on the left. Choose the menu that says (Number of candidates) Selected. Then choose Export to SourceWhale.
Step 2
SourceWhale will then open in a new Bullhorn tab for you to select which campaign you'd like to add them to. You can select the campaigns from the drop-down menu, and there will also be a place to search for a campaign by name.
Note: You can also import from individual contact and candidate profiles. (See here on how to implement that)
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬