Vertify Help Center

Bullhorn Connector: Setup + FAQs

What is it?

  • Vertify's Bullhorn connector can be used to connect with the Bullhorn system directly for the integration.

Where do I begin?

SETUP GUIDE OVERVIEW

This setup guide will require the system administrator to complete steps outlined below in order to connect the external system application with Vertify.

Please note, this document may be subject to change and additional information required. Partnership with system administrator and/or support team may be necessary.

STEP 1: CUSTOM FIELD CREATION

Custom fields are required to be created on the Candidate, ClientContact and ClientCorporation Objects in Bullhorn for the Vertify integration. 

Reference the API Name column in the table below for the list of how to title the fields, the needed data type, and the purpose of the field for context.

API Name Data Type Purpose
SLFContactId String This field will be used to house the endpoint system record’s internalId, and for merging and lookup purposes in Vertify.
SLFCompanyId String This field will be used to house the endpoint system record’s internalId, and for merging and lookup purposes in Vertify.
SLFRecordType String This field will be used to house the static value hard-coded by Vertify (Contact, for example). It’s used to denote the type of record currently in sync with the CRM and for filtering in Vertify.
SyncToSLF Boolean This field will be hard-coded by Vertify or by a workflow in the endpoint system (True). It is used to determine which records are eligible to move to the endpoint system and for filtering in Vertify.

 

STEP 2: CREATING A USER ACCOUNT

  1. Please log into the system with your normal credentials. 
  2. Create a new User Account that has Admin privileges. 
    • It should never be deactivated or deleted, and one that can be logged into in order to complete the connection process.
    • Please use this naming convention for an email: passwords+TENANTNAME@vertify.com 
  3. Once the user is created, please log out of your personal account, and log back in with the newly created credentials to ensure it’s ready to be used. 

STEP 3: SETUP IN VERTIFY

  1. Navigate to your Vertify tenant site provided by your Customer Success Manager. 
    • Reach out to them directly if you have any questions or need assistance.
    • Follow the reset password link to pick a permanent password for your account.
  2. On the main Dashboard, click Workspaces.
  3. Click the Workspace link you want to create a system in.
  4. Click New System
  5. Select Bullhorn from the Remote System dropdown menu, the latest version of the Connector should be defaulted, and then choose BiDirectional from the System Type dropdown.
  6. Enter the required login parameters and then click Save at the bottom right-hand corner of the page. 
    • Please reference the linked ReadMe documentation for the most current version of which parameters are required and where to source that information.
  7. Once the login parameters are added to the system connect page, Scan the system again to display the objects + views on the Collect page. Please review and verify these show as expected. 
  8. Move on to Collect Schema for the Views and Tables and verify the fields that show. We recommend one record hold a value in all fields.

Please reach out to our support team for further assistance as needed, or your Vertify One Team.



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