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Setting up the Bullhorn Integration
Setting up the Bullhorn Integration

This article describes how to set up your Bullhorn integration and sync features.

Tim Hogwood avatar
Written by Tim Hogwood
Updated over 4 months ago

In order to set up your Bullhorn integration on SourceWhale simply follow these steps.

  1. Bullhorn Integrations Set-Up

  2. Sync Features

Step 1

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Bullhorn in the search bar.

Step 2

To enable the Bullhorn integration, raise a support ticket here. Bullhorn will then send us these details.

Step 3

When you click activate, you will be redirected to Bullhorns' terms of services page where you will be asked to give permission for SourceWhale to have access to your Bullhorn profile > click agree.

Once your integration is active you will see a green connected box appear by the Bullhorn Icon.

Sync Features

On the integrations page, an admin will be able to set default settings for yourself and your team.

General Settings

  1. Don't overwrite existing CVs in Bullhorn: If a contact has an existing CV in Bullhorn, we will not upload a new CV.

  2. Block emails to recipients marked as off-limits: If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in Bullhorn.

  3. Remove flagged email addresses: If you flag an email address in SourceWhale, it will be removed from any contacts in Bullhorn that have the address.

  4. Remove flagged phone numbers: If you flag a phone number in SourceWhale, it will be removed from any contacts in Bullhorn that have the address.

  5. Users can only see Bullhorn records from their department: When pushing contacts to Bullhorn, if a record already exists but it is in a different department to the user, a duplicate record will be created.

  6. Update existing contacts' full work/education history, if known: Turning this toggle on will update contacts in Bullhorn with all available work and education history if synced again.

  7. Displayed company info: Select the option to give further information regarding a company in the SourceWhale Chrome extension.

  8. Displayed company Warning: Select the option you would like displayed to help identify the correct company for a Candidate/Client Contact/Lead when there may be possible company duplicates or similarly named companies in Bullhorn.

  9. Create notes upon: Choose for which outreach types a note is pushed in Bullhorn.

  10. Record creation note action: Choose the Bullhorn Note Action for Candidate/Client Contact/Lead when they receive an outreach type in a campaign.

  11. Job Status Whitelist: Display the jobs under the selected job statuses only.

  12. New Company Status: For all new companies, automatically default to the selected status.

Sync Settings

  1. Set different settings for Candidates/ClientContact/Leads.

  2. Only add notes to synced records: Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Bullhorn once a Candidate/ClientContact/Lead has been marked as "interested" or "replied".

  3. Don't push to Bullhorn if required fields are missing: If any required fields in Bullhorn are not filled e.g. Email address, then the Candidate/ClientContact/Lead will not be pushed into Bullhorn.

  4. When adding to a campaign: Choose to sync when adding Candidates/ClientContacts/Leads or when they respond or when they respond positively and are interested.

  5. Link contacts to jobs as...: Add new Candidates/ClientContact/Leads with a default status

  6. Candidate job status: Automatically set the selected status for Candidates/ClientContact/Leads who unsubscribe.

  7. Default Status: Choose which Bullhorn fields users can optionally tag to a Candidate/ClientContact/Lead to push into Bullhorn.

  8. Unsubscribe Status: Automatically set the selected status for Candidates/ClientContact/Leads who unsubscribe.

  9. Sync Stage to: Automatically assign what field you'd like Stage to be synced

  10. Displayed Fields: Choose which Bullhorn fields users can optionally tag to a Candidate/ClientContact/Lead to push into Bullhorn.

  11. Mandatory Fields: Choose which Bullhorn fields must be filled to push Candidate/ClientContact/Lead into Bullhorn.

  12. Protected Fields: Choose which Bullhorn fields must be filled to push Candidate/ClientContact/Lead into BullhornWhen adding to a campaign: Choose to sync when adding Candidates/ClientContact/Leads or when they respond or when they respond positively and are interested.

  13. Filterable Fields: Add new Candidates/ClientContact/Leads with a default status

Note Mapping

Here you can map SourceWhale stages to your custom Bullhorn note types.

  1. Set different settings for Candidates/Contacts/Leads

  2. Select the drop-down for each stage to map it to the correct Bullhorn Note Type

Field Mapping

Here you can customise and map all Bullhorn fields to the corresponding SourceWhale variable.

Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Bullhorn.

  1. Set different settings for Candidates/Contacts/Leads/ClientCorporation.

  2. String Variables: These SourceWhale variables can only be mapped to one field in Bullhorn.

  3. List Variables: These SourceWhale variables can be mapped to multiple fields in Bullhorn.

  4. Social URLs: Link specific social URLs such as LinkedIn, Twitter, etc. to the correct field in Bullhorn.

You are now ready to start using your Bullhorn integrations. See our article on using Bullhorn with SourceWhale here.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬

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