Prerequisites for making the integration happen
Make sure you have an account with “System Administrator” profile. You can validate this by opening the setup page and ensuring you have the “ADMINISTRATION” and “PLATFORM TOOLS” categories in your side-menu.
If you do not possess the “System Administrator” profile, please contact your Administrator or IT department to set up this integration.
How to link the account
Estimated, overall setup time: 20 minutes.
In the connection dialog, you'll get shown the permissions we are requesting from you. Please click on “Continue”.
In your connection dialog, please write down the instance URL for your Connexys by Bullhorn instance in the input box.
You can find this URL under “Platform Tools” > “User Interface” > “Sites and Domains” > “Custom URLs”.
After input the URL in the connection flow, please click “Continue”.
If you do not have a “Custom URL”, please contact your Integration Provider and ask for this.
The connection dialog is now asking for the “Consumer Key” and “Consumer Secret” of your connect App :
To generate these, you have to follow the next steps
- You have to create a new “User”
- You have to create a new “Connected App” and assign the previously created “User”
- You have to retrieve your "Consumer Details".
Creating a new User
1. Open the “Users” > “Users” page and click on the “New User” button.
2. In “General Information”, input “Last Name” and “Email”; Values can assist you in identifying the integration. For the “Email” it does not matter if is not valid (you can something like connexys@integration.com).
In “User License” select “Salesforce Platform”, select a "Profile" with "Webservice profiel" and after click “Save”.
If you cannot select "User License" anymore, please try to identify an user that already have this license and save their name.
If you do not find any "Profile" such as "Webservice profiel", try to select any like "Hiring Manager" or "Webservice".
If you encounter with any of this, please reach the Kombo Team.
Creating a new Connected App
1. Open the “Apps” > “App Manager” page and click on the “New Connected App” button.
2. Input the required “Connected App Name” values. These values can assist you in identifying the integration. For the “Email” it does not matter if is not valid (you can something like connexys@integration.com).
3. In the section “API (Enable OAuth Settings)”, tick “Enable OAuth Settings” and “Enable for Device Flow”
4. In “Selected OAuth Scopes” select “Manage user data via APIs (api)” scope and click on the “Add” button.
5. Tick the box “Enable Client Credentials Flow”. And accept the pop-up dialog.
6. Click on “Save” and later on “Continue”.
Assigning a User to the Connected App
1. Open the “Apps” > “Connected Apps” > “Manage Connected Apps” page and find the recently created app and click on the “Edit” label.
2. In the section “Client Credentials Flow”, click on the lookup icon and search for the created user. Click on the name.
3. Click on “Save”.
Obtaining the Consumer Details (consumer key & consumer secret)
1. Open the “Apps” > “App Manager” page and locate the created app. Open the menu and click on “View”.
2. In the section “API (Enable OAuth Settings)”. Click on “Manage Consumer Details”.
3. You'll be prompted to verify your identity. Please check your email for a “Verification Code”.
4. On the “Consumer Details” page, save your “Consumer Key” and “Consumer Secret”.
In the connection dialog, paste the values of the “Consumer key” and “Consumer Secret” and click "Continue":
The connection dialog is now asking to configure the permissions, to configure these permissions you have to follow the next steps:
- You have to create a new “Permission Sets”
- You have to assign, to the previously created “User”, the newly created permission set.
Creating a new Permissions Sets
1. Open the “Users” > “Permission Sets” page and click on the “New” button.
2. Input a “Label” that helps you to identify your connection. The “API Name” will be automatically inserted for you. Click “Save”.
3. You'll be redirected to a new page. On this Page, click on “Object Settings”.
4. Based on your connection dialog, assign the permissions for the requests objects. We'll do one object as an example (“Job Applications” for “View All” and “Create”).
- From the connection dialog, copy the “Object API name” and move back to the “Permission Sets” page in connexys.
- Search using your browser for the copied “Object API name”.
- Click on the “Object Name”, and in the new page click on the “Edit” button.
- Click on the “Edit” button.
- In the section “Object Permissions”, select the required permissions.
- Click on “Save”, and you can go back by clicking on “Object Settings”.
Please remember to do this for each of the requested permissions on the connection dialog.
Assigning a Permission Set to a User
1. Open the “Users” > “Users” page and search for our previously created “User”. Click on the “Full Name”.
Click on “Permission Set Assignments”, and on the new page click on “Edit Assignments”.
4. Search for the created “Permission Set” in previous steps. And click on the “Add” button.
5. Once the “Permission Set” has been enabled to the user. Click on “Save”.
In the connection dialog, click “Continue”. If there are any errors, you'll be asked to ensure the permissions are set.
(Optional) If requested by the connection dialog, you have to create new “Values” in the “Object Manager”.
Creating a “Value” for the Source (Bron)
The connection dialog is now asking for the “Consumer Key” and “Consumer Secret”, to generate these you have to follow the next steps:
1. Open the “Platform Tools” > “Objects and Fields” > “Object Manager” page and search for “Candidate”.
2. Click on the “Candidate” label.
3. Click on “Fields and Relationships” and in the search box input: “Bron”.
4. Click on the “Field Label”.
5. Scroll-down to the section “Values” and click the “New” button.
6. Copy the text from the connection dialog and paste it in the input field.
7. Tick the first box (or all the boxes) to allow adding this Value to all the Records.
8. Click on “Save”.
9. Click on the “OBJECT MANAGER” label to go back.
10. In the “Object Manager” page and search for “Job Application”.
2. Click on the “Job application” label.
3. Click on “Fields and Relationships” and in the search box input: “Bron”.
4. Click on the “Field Label”.
5. Scroll-down to the section “Values” and click the “New” button.
6. Copy the text from the connection dialog and paste it in the input field.
7. Tick the first box (or all the boxes) to allow adding this Value to all the Records.
8. Click on “Save”.
In the connection dialog, click on “Setup Integration”.
You are all done, you have successfully linked your account 🎉. Well done.