Daxtra Integration: New Architecture for Resume to Contact Field Mapping (v. 3.389)
package v. 3.389 introduces a new process for mapping resume data into Contact records.
The new process allows for more flexibility in field mapping and will be further developed as the only process used for field mapping in connection to resume parsing. It leverages a newly introduced Custom Metadata Type called Candidate
A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. Mapping (TR1__Candidate_Mapping__mdt).
The legacy process leverages the Contact Mapping (TR1__Contact_Mapping__mdt) Custom Metadata Type and will be discontinued in the near feature.
This article explains how to switch to the new architecture by re-creating the field mapping existing in Contact Mapping (TR1__Contact_Mapping__mdt) using corresponding records in the new Custom Metadata Type Candidate Mapping (TR1__Candidate_Mapping__mdt).
Configuration Steps
- Upgrade the to v. 3.389 or higher. Contact Support if an upgrade is needed.
- Go to Setup > Custom Settings > Properties the click Manage Records > Edit. Scroll down the page and enable the Enable New Architecture checkbox.
- Go to Setup > Custom Metadata Types > Candidate Mapping (TR1__Candidate_Mapping__mdt).
- Create a Custom Metadata Type record for each of the fields you want to map. Use Contact Mapping (TR1__Contact_Mapping__mdt) for reference.
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Each record contains a number of attributes:
- Name: Developer Name
- Label: Master Label
- Field API API, or Application Programming Interface, is used by customers to create custom career portals or to take advantage of Data Mirror/DataMart. Bullhorn prefers to use REST API. Name: API Name of the object field
- XML Used to create custom markup languages in order to display information on the Internet. We use XML when sending jobs to Indeed for syndication. Node: Node in the XML corresponding to the Contact field
- XPath: Path to the specific node in the XML file
- Action When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates: Merge, Do nothing, Override. Ignore, not enabled for Daxtra A BH4SF partner. One of the Search and Match / Resume Parsing services providers integrated with BH4SF integration.
- Object: Object . Only supported values: Contact, Education History, Employment History.
- Default Value: Value to be added automatically if a field Value is returned as NULL from parser.
The Daxtra integration doesn't use the Action field. It will always overwrite the values.
The tables below provide a list of the supported fields and how to populate each Custom Metadata Type.
Contact Fields
Select Contact in the Object Field.
| Label | Candidate Mapping Name | XPath | XML Node | Field API Name | Default Value |
|---|---|---|---|---|---|
| Country | Country | StructuredXMLResume/ContactInfo/ContactMethod/PostalAddress | CountryCode | OtherCountry | |
| MobilePhone | MobilePhone | StructuredXMLResume/ContactInfo/ContactMethod/Mobile | FormattedNumber | MobilePhone | |
| MiddleName | MiddleName | StructuredXMLResume/ContactInfo/PersonName | MiddleName | TR1__Middle_Name__c | |
| DateOfBirth | DateOfBirth | StructuredXMLResume/date | anydate | TR1__Birthdate__c | |
| Region | Region | StructuredXMLResume/ContactInfo/ContactMethod/PostalAddress | Region | OtherState | |
| City | City | StructuredXMLResume/ContactInfo/ContactMethod/PostalAddress | Municipality | OtherCity | |
| Skills | Skills | StructuredXMLResume | Competency | TR1__Skills__c | |
| FirstName | FirstName | StructuredXMLResume/ContactInfo/personname | givenname | FirstName | |
| Languages | Languages | StructuredXMLResume | Competency | TR1__Language__c | |
| Street | Street | StructuredXMLResume/ContactInfo/ContactMethod/PostalAddress/DeliveryAddress | AddressLine | OtherStreet | |
| HomePhone | HomePhone | StructuredXMLResume/ContactInfo/ContactMethod/Telephone[@type="home"] | FormattedNumber | HomePhone | |
| WorkPhone | WorkPhone | StructuredXMLResume/ContactInfo/ContactMethod/Telephone[@type="work"] | FormattedNumber | Phone | |
| structuredxmlresume/contactInfo/contactMethod | internetemailaddress | ||||
| PostalCode | PostalCode | StructuredXMLResume/ContactInfo/ContactMethod/PostalAddress | PostalCode | OtherPostalCode | |
| LastName | LastName | structuredxmlresume/contactinfo/personname | familyname | LastName | UNKNOWN |
| FullName | FullName | structuredxmlresume/contactinfo/personname | formattedname | TR1__Full_Name__c | |
| Nationality | Nationality | StructuredXMLResume | Nationality | StructuredXMLResume | |
| OtherPhone | OtherPhone | StructuredXMLResume/ContactInfo/ContactMethod/Telephone[@type="alt"] | FormattedNumber | OtherPhone |
Education History Fields
Select TR1__EducationHistory__c in the Object Field.
| Label | Candidate Mapping Name | XPath | XML Node | Field API Name |
|---|---|---|---|---|
| Major | Major | Major | TR1__Degree_Major__c | |
| EndDate | EndDate_Edu_AnyDate | DatesOfAttendance/EndDate | AnyDate | TR1__EndDate__c |
| EducationLevel | EducationLevel | Degree[@degreeType] | TR1__DegreeType__c | |
| DegreeName | DegreeName | Degree | DegreeName | TR1__DegreeName__c |
| DegreeDate | DegreeDate_Edu_Year | Degree/DegreeDate | Year | TR1__DegreeDate__c |
| DegreeDate | DegreeDate_Edu_AnyDate | Degree/DegreeDate | AnyDate | TR1__DegreeDate__c |
| EndDate | EndDate_Edu_Year | DatesOfAttendance/EndDate | Year | TR1__EndDate__c |
| RegionEdu | RegionEdu | LocationSummary | Region | TR1__Region__c |
| CityEdu | CityEdu | LocationSummary | Municipality | TR1__City__c |
| StartDate | StartDate_Edu_AnyDate | DatesOfAttendance/StartDate | AnyDate | TR1__StartDate__c |
| InstitutionType | InstitutionType | schoolorinstitution[@schoolType] | TR1__SchoolType__c | |
| StartDate | StartDate_Edu_Year | DatesOfAttendance/StartDate | Year | TR1__StartDate__c |
| EndDate | EndDate_Edu_YearMonth | DatesOfAttendance/EndDate | YearMonth | TR1__EndDate__c |
| InstituteName | InstituteName | SchoolName | TR1__SchoolName__c | |
| DegreeDate | DegreeDate_Edu_YearMonth | Degree/DegreeDate | YearMonth | TR1__DegreeDate__c |
| CountryEdu | CountryEdu | LocationSummary | CountryCode | TR1__Country__c |
| Comments | Comments | Comments | TR1__Comments__c | |
| StartDate | StartDate_Edu_YearMonth | DatesOfAttendance/StartDate | YearMonth | TR1__StartDate__c |
Employment History Fields
Select TR1__EmploymentHistory__c in the Object Field.
| Label | Candidate Mapping Name | XPath | XML Node | Field API Name |
|---|---|---|---|---|
| JobTitle | JobTitle | PositionHistory | Title | TR1__Title__c |
| City | City_Emp | EmployerContactInfo/LocationSummary | Municipality | TR1__City__c |
| EndDate | EndDate_Emp_YearMonth | PositionHistory/EndDate | YearMonth | TR1__EndDate__c |
| StartDate | StartDate_Emp_AnyDate | PositionHistory/StartDate | AnyDate | TR1__StartDate__c |
| EndDate | EndDate_Emp_AnyDate | PositionHistory/EndDate | AnyDate | TR1__EndDate__c |
| EmployerName | EmployerName | EmployerOrgName | TR1__EmployerName__c | |
| StartDate | StartDate_Emp_YearMonth | PositionHistory/StartDate | YearMonth | TR1__StartDate__c |
| JobDescription | JobDescription | PositionHistory | description | TR1__Description__c |
| JobOrgName | JobOrgName | PositionHistory | OrgName | TR1__OrganizationName__c |
| EndDate | EndDate_Emp_Year | PositionHistory/EndDate | Year | TR1__EndDate__c |
| StartDate | StartDate_Emp_Year | PositionHistory/StartDate | Year | TR1__StartDate__c |
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