Bullhorn Integration

Karmly integrates with Bullhorn, online recruitment agency software providing a fully integrated applicant tracking and customer relationship management system with social media recruiting tools.

When Bullhorn is integrated you can easily send new placements to Karmly. Add or edit clients, resources & placements in Bullhorn and your updates will flow through to Karmly ready for timesheets & invoicing.

Connecting Bullhorn

Connect your Bullhorn account to Karmly from the Manage > Integrations page. Select the Bullhorn integration and click on the Connect button.

Important: Before clicking Connect ensure you aren't logged into a different Bullhorn account, as Bullhorn will automatically authorise your connection based on the account you're currently logged into. 

A login window will open to the Bullhorn login page. If you're already logged into Bullhorn in your browser you'll be automatically connected. Otherwise, log into Bullhorn to create the integration between Bullhorn and Karmly. The user you log in with needs to have Bullhorn API access.

Once successfully connected an Initial Load of all valid Bullhorn placements will begin. 

Syncing 

Once your account is connected with Bullhorn you can Sync to bring through any recent changes or new placements. There are two places in Karmly you can run a sync from, either under Placements > Manage Placements - Consultants with Karmly access will also be able to sync from this screen:

Or under Manage > Integrations > Bullhorn:

You can click View Sync History in either location to view the Bullhorn Sync History, which will show an overview of each sync record and which can be expanded to view the details of which records have been added or updated.

If any errors show in the sync history you can view your notifications for more information (either on the Dashboard, or using a My Reports report of Notifications), or contact support for assistance if further info isn't available. 

If you'd like to receive email notifications of errors please email support@karmly.com letting us know which email address you'd like your errors emailed to. 

What data comes through from Bullhorn? 

The rules for which records come through from Bullhorn vary slightly depending on whether it's your first time connecting, or if you're syncing your integration after you've connected. The initial load when you first connect has some extra rules to ensure out of date placements don't come through.

On Initial Load:

Karmly imports all Placements which have a status of Approved, excluding:

• Employment Type of Permanent where the placement date is in the past
• Other Employment Types (not Permanent) that have a finish date in the past

All Candidates, Contacts, Clients and Consultants associated with an imported placement are also imported.

Following the initial load you can click Sync Bullhorn in Karmly to sync through any updates.

On Subsequent Syncs:

All new Placements since the last sync will be imported. Any placements which have been updated in Bullhorn since the last sync will be imported if they don't already exist, or will update the corresponding Placement in Karmly. This includes all statuses including Submitted, Approved, Completed and Terminated.

All Candidates, Contacts, Clients and Consultants associated with an imported placement are also imported.

Any records for Clients, Contacts, Candidate and Consultants will also be updated in Karmly if they had previously been imported and were updated in Bullhorn since the last sync. 

When a placement status is set to Completed or Terminated the End Date will be set to the today if the placement doesn’t already have an End Date set.

When loading data into Karmly the date of the last change in Karmly is compared to the change date in Bullhorn. If Karmly has been updated later than the record from Bullhorn then the Karmly record will not be updated.

If the record in Bullhorn has been updated later than the Karmly record then all fields on the Karmly record are updated from Bullhorn. This can cause updates made in Karmly to be overwritten with data from Bullhorn, so it's best to ensure all changes are made in Bullhorn.

You can find the full details of which fields in Bullhorn map through to which fields in Karmly here: Bullhorn Field Mappings

Reconnecting

If an error occurs while synchronising the data from Bullhorn it may be that the authentication information with Bullhorn has been lost. In this case a notification will be displayed on the Karmly Placements Dashboard and the green light indicator beside the Bullhorn integration will show as red. To re-authenticate with Bullhorn click on the Reconnect button. Next time the integration update runs it will load all changes and additions since the last successful load.

Disconnecting

If you no longer want to integrate with Bullhorn you can disconnect the integration by clicking on the Disconnect button.

Note - If you later decide to Connect back to Bullhorn, Karmly will run an initial load and any changes made in Karmly may be overwritten.