Bringing API Users into Bullhorn Automation

Overview

Bullhorn Automation ignores API users by default when syncing users from Bullhorn, as they are not considered active users. This article is a step-by-step guide to bringing API users into Bullhorn Automation.

Steps

  1. First, determine how many records the API user owns in Bullhorn. Once they are enabled in Bullhorn Automation, depending on your Owner Assignment RulesClosed Rules which can be created to assign the most suitable owner to each contact. This ensures that every contact is managed by the right person., those records may have their owner updated to the API user, and any messages will be sent from that user's name.
    • If you're okay with this risk, you can skip to Step 3.
  2. Temporarily pause any automations containing records owned by the API user. This is to avoid the risk above once the API user goes live in Bullhorn Automation.
  3. Within the API user's settings in Bullhorn, add a partial email address in the format of "@automation.com" (where automation.com is your company's domain). You do not need to add anything before the @ symbol.
  4. Run a manual sync in Bullhorn Automation. For help doing this, see Performing a Manual Sync for the Bullhorn ATS. Within 10-15 minutes, the API user will appear in your list of users in your Bullhorn Automation Settings.
  5. Go to the Bullhorn tab and search for the API user.
    • You must be a Bullhorn Automation Admin to view this tab.
  6. Click the name of the API user and toggle the switch that says Should this user be active in Bullhorn Automation? to red, then Save. The user will now appear in your list of Owners when searching in Bullhorn Automation lists and update steps.