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Configure the Tenfold integration for Bullhorn

Audience

This document is directed to customers and prospective customers interested in using Tenfold in a Bullhorn environment. Those who will perform the procedures described in this guide should have a basic level of familiarity with Bullhorn APIs, Bullhorn administration, general networking, and Tenfold.

Goals

The goal of this document is to provide knowledge, reference, and procedural information necessary to understand a proposed Bullhorn/Tenfold integration. This document is not intended as a specific system or network design document. If further clarification is needed, please contact Tenfold support.

Customer responsibilities

You are responsible for supplying the physical and/or IP connections to Bullhorn and LAN, and for obtaining and loading any licensing required by Bullhorn. You are also responsible for configuring Bullhorn to support the Tenfold integration.

Terminology

To ensure a common frame of reference, this guide uses the following terms in conjunction with this Bullhorn integration:

  • Application Programming Interface (API): A set of clearly defined methods of communication used by Tenfold for reading and writing data.

  • Click to Dial: A feature in the Tenfold UI that allows agents to click a phone number to dial a contact.

  • Tenfold Cloud: A set of web services that receives events from the telephony system and takes further action such as querying and saving to the CRM.

  • Tenfold User Interface (TUI): An agent facing user interface that agents will interact with for identifying callers, viewing recent activities, saving notes, dispositioning calls, etc.

Connection requirements

  • Accessible via TCP port 443 (https) to Tenfold Cloud

  • Dedicated Service Account (example: API User)

Bullhorn field permissions for the Tenfold integration

Tenfold requires creating an API user that is used to create and edit records in Bullhorn. Many customers give the API user admin permissions, but if you would prefer to limit the permissions for this API users, the following table lists the required permissions for the Tenfold core integration in Bullhorn.

Type

Entitlement

Tenfold API user

Action

Account Administration

Yes

Action

Add Candidate

Yes

Action

Add Client

Yes

Action

Allow Private Candidates

Yes

Action

Allow Private Contacts

Yes

Action

Edit Any Candidate

Yes

Action

Edit Any Client

Yes

Action

Edit Any Comments

Yes

Action

Edit Any Job

Yes

Action

Edit Any Lead

Yes

Action

Edit Any Opportunity

Yes

Action

Edit Any Order

Yes

Action

Edit Any Schedule

Yes

Action

Edit Assigned Jobs

Yes

Action

Edit Assigned Lead

Yes

Action

Edit Assigned Opportunity

Yes

Action

Edit Comments

Yes

Action

Edit Department Candidate

Yes

Action

Edit Department Client

Yes

Action

Edit Department Job

Yes

Action

Edit Department Lead

Yes

Action

Edit Department Opportunity

Yes

Action

Edit Schedule Owner

Yes

Action

Search Candidates

Yes

Action

Search Clients

Yes

Action

View All Candidate Activity

Yes

Action

View All Candidate Notes

Yes

Action

View All Client Activity

Yes

Action

View All Client Notes

Yes

Action

View All Lead Activity

Yes

Action

View All Lead Notes

Yes

Action

View All Private Candidates

Yes

Action

View Any Candidate

Yes

Action

View Any Client

Yes

Action

View Any Job

Yes

Action

View Any Lead

Yes

Action

View Any Opportunity

Yes

Action

View Any Schedule

Yes

Action

View Candidate Attachments

Yes

Action

View Client Attachments

Yes

Action

View Contact Attachments

Yes

Action

View Department Candidate

Yes

Action

View Department Candidate Activity

Yes

Action

View Department Candidate Notes

Yes

Action

View Department Client

Yes

Action

View Department Client Activity

Yes

Action

View Department Client Notes

Yes

Action

View Department Job

Yes

Action

View Department Lead

Yes

Action

View Department Lead Activity

Yes

Action

View Department Lead Notes

Yes

Action

View Department Opportunity

Yes

Action

View Department Schedule

Yes

Action

View Education

Yes

Action

View Job Posting Attachments

Yes

Action

View My Own Record - Candidate

Yes

Action

View My Own Record - Job

Yes

Action

View Reference

Yes

Action

View Work History

Yes

Installation

Installation process using OAuth 2.0

Establishing the initial connection from Tenfold to Bullhorn takes only a few minutes.

  1. Navigate to your Tenfold Dashboard.

  2. Click Company Settings in the top navigation.

  3. In the sub-navigation, select Phone Settings.

  4. Make sure your phone system is selected in the menu

  5. Enter the required credentials as indicated.

  6. Click Company Settings in the top navigation.

  7. In the sub-navigation, select CRM.

  8. Select Bullhorn as your CRM.

  9. Click Connect with Bullhorn to initiate O-Auth token connection.

  10. Select either Task or Notes to indicate where to save your calls.

  11. Select Append call duration to notes to add call duration to the end of any notes taken by users.

  12. Click Save.

    Tenfold then tests the connection and presents a success message if the information is correct.

    ConnectedBullhorn.png

Feature setup

Setting up features lets you get more out of Tenfold.

To enable and update features, log in to your Tenfold dashboard. In the top navigation, click Features. The Features page lets you adjust the individual user features such as Click to Dial, enable/disable SSO, and more.

Bullhorn_Installation.png