Exporting Data From Bullhorn Automation

Overview

This article contains instructions for exporting customized data from Bullhorn Automation.

Occasionally you may need to export a specific list of data from your Bullhorn Automation account. It may be to collect a list of unsubscribed users, users that have bounced emails, or all contacts that have interacted with your emails in a certain way. Any Candidate or Sales Contact-based list you can build in Bullhorn Automation, you can export from Bullhorn Automation as a CSV file.

Find the Records to Export

From an Existing List

Click on View Candidates / Sales Contacts from your existing list:

From Contacts > Advanced Search

1. Click on the Contacts icon located on the left-hand menu.
   
2. Filter by List here and skip to the Export Records section below.
   
   • Alternatively, build a search using the steps below.

Build a Search

1. In the top right corner, navigate to Advanced Search.
   
2. Choose which entity you would like to collect data from. The default option is always Candidates. If you need information from a Lead, Job, Sales Contact, Placement, or Submission-based list, select that option first and then enter in your search logic.
   • While you can view Leads, Placements, Submissions, and Job in a list within Bullhorn Automation, you can only export a CSV of Candidates or Sales Contacts.
     
3. Create your search. Under Bullhorn Automation Activity > Has Activity will often be used. You can find all the people who have performed a certain action in Bullhorn Automation with this search.
   
4. Customize your criteria as needed. For activities, you can select the specific email(s) the activity came from. For clicks and page visits, you can specify which link was clicked or each page that was visited by URL searching. You can also dynamically filter over the past X amount of days.
   • As you build your search criteria, you can see in real time the number of records that match your search.
     

Export Records

Once you have the records you wish to export, navigate to the bottom of the page and select Export to CSV to export the list that you just created. You can export up to 50,000 records at a time.