Install CRM Service for Bullhorn

The CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. Service for Bullhorn is used to retrieve relevant information about the caller (for both inbound and outbound) during a conversation handled by the UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location.. The CRM Service retrieves contact info regarding the caller and if applicable the related relevant cases. The CRM Service will be used in combination with the AnywhereNow WebAgent.

Dependencies

• A Bullhorn Environment with an OAuth application endpoint by creating a support ticket via the Bullhorn Resource Center.

  See: Get Started with the Bullhorn REST API | Bullhorn

• A Bullhorn user account for authenticating with the following permission:

  • Login information access: Permissions to access login-related information.
  • API access: Permissions to use the Bullhorn API, including accessing endpoints and making requests.
  • Authentication: Permissions related to authentication mechanisms, such as OAuth or API key authentication.
  • Role-based access: Depending on your organization's setup, the API username may need specific roles or permissions assigned to it to access the login information endpoint.

Request login information from BullHorn

Making a request (GET) to this endpoint to return the list of correct URLs for that user.

curl --location --globoff 'https://rest.bullhornstaffing.com/rest-services/loginInfo?username={API_Username}'

The response should look similar to:

{
    "atsUrl": "https://cls91.bullhornstaffing.com",
    "billingSyncUrl": "https://wfr-west9.bullhornstaffing.com/billing-sync-services",
    "coreUrl": "https://cls91.bullhornstaffing.com/core",
    "documentEditorUrl": "https://docs-emea.bullhornstaffing.com/document/",
    "mobileUrl": "https://m-west9.bullhorn.com",
    "oauthUrl": "https://auth-west9.bullhornstaffing.com/oauth",
    "restUrl": "https://rest-west9.bullhornstaffing.com/rest-services",
    "samlUrl": "http://cls91.bullhornstaffing.com/BullhornStaffing/SAML/Login.cfm",
    "novoUrl": "https://app.bullhornstaffing.com",
    "pulseInboxUrl": "https://pulse-inbox.bullhornstaffing.com",
    "canvasUrl": "https://lasbigateway.bullhorn.com/canvas/cgi-bin/cognosisapi.dll",
    "npsSurveyUrl": "https://surveys-west9.bullhorn.com{{path}}?sl=91&{{params}}",
    "ulUrl": "https://lasuniversal9.bullhornstaffing.com/universal-login",
    "dataCenterId": 91,
    "superClusterId": 91
}

Follow the instructions below to install the CRM Service for Bullhorn.

Deploy package

1. Unzip the CRM Service package from the Bundle Package

2. Edit the properties.ps1

   • Domain = Domain of the install account

   • UserName = Username of the install account

3. Run InstallCrmService.ps1 in PowerShell as administrator

(Optional) More than one CRM Service - use the CRM Service variable

Used in file: properties.ps1

$crmservice = "CrmService"

The variable $crmservice allows you to change the name under which the CRM Service will be installed in IIS, as well as it’s folder name in wwwroot.

If you need to have more than one CRM Service on a server or want to make clear which CRM Service is installed you can alter this value to suit your needs. All CRM Services fall under the applicationpool CrmApplicationPool.

Configure Plugin

Deploy plugin

1. Unzip the Bullhorn package

2. Paste the Bullhorn folder inside the Plugin folder of the CRM Service:

   Copy

   Default path

   C:\inetpub\wwwroot\CrmService\Plugins

Activate plugin

1. Open the CrmConfiguration.yaml

   Copy

   Default path

   C:\inetpub\wwwroot\CrmService\CrmConfiguration.yaml

2. Change the description to:

   Copy

   CrmConfiguration.yaml

   # Plugin
   description: Bullhorn

3. Change the useSharePoint to:

   Copy

   CrmConfiguration.yaml

   # Use SharePoint to get configuration
   useSharePoint: true

Add Endpoint

1. Open the UCC Config page on SharePoint

2. Open the Plugin Settings list

3. Add CRMService settings endpoint to ListsPlugin ListsEndpoints

Add WebAgentService URL

1. Open the UCC Config page on SharePoint
2. Open the Plugin Settings list
3. Add the following setting:

Add PluginSettings

1. Open the UCC Config page on SharePoint

2. Open the Plugin Settings list

3. Addthe following mandatory settings

This service can be additional configured by added optional settings, Learn More