Configure the Tenfold integration for Bullhorn

Audience

This document is directed to customers and prospective customers interested in using Tenfold in a Bullhorn environment. Those who will perform the procedures described in this guide should have a basic level of familiarity with Bullhorn APIs, Bullhorn administration, general networking, and Tenfold.

Goals

The goal of this document is to provide knowledge, reference, and procedural information necessary to understand a proposed Bullhorn/Tenfold integration. This document is not intended as a specific system or network design document. If further clarification is needed, please contact 

Customer responsibilities

You are responsible for supplying the physical and/or IP connections to Bullhorn and LAN, and for obtaining and loading any licensing required by Bullhorn. You are also responsible for configuring Bullhorn to support the Tenfold integration.

Terminology

To ensure a common frame of reference, this guide uses the following terms in conjunction with this Bullhorn integration:

• Application Programming Interface (API): A set of clearly defined methods of communication used by Tenfold for reading and writing data.
• Click to Dial: A feature in the Tenfold UI that allows agents to click a phone number to dial a contact.
• Tenfold Cloud: A set of web services that receives events from the telephony system and takes further action such as querying and saving to the CRM.
• Tenfold User Interface (TUI): An agent facing user interface that agents will interact with for identifying callers, viewing recent activities, saving notes, dispositioning calls, etc.

Connection requirements

• Accessible via TCP port 443 (https) to Tenfold Cloud
• Dedicated Service Account (example: API User)

Bullhorn field permissions for the Tenfold integration

Tenfold requires creating an API user that is used to create and edit records in Bullhorn. Many customers give the API user admin permissions, but if you would prefer to limit the permissions for this API users, the following table lists the required permissions for the Tenfold core integration in Bullhorn.

Installation

Installation process using OAuth 2.0

Establishing the initial connection from Tenfold to Bullhorn takes only a few minutes.

1. Navigate to your Tenfold Dashboard.
2. Click Company Settings in the top navigation.
3. In the sub-navigation, select Phone Settings.
4. Make sure your phone system is selected in the menu
5. Enter the required credentials as indicated.
6. Click Company Settings in the top navigation.
7. In the sub-navigation, select CRM.
8. Select Bullhorn as your CRM.
9. Click Connect with Bullhorn to initiate O-Auth token connection.
10. Select either Task or Notes to indicate where to save your calls.
11. Select Append call duration to notes to add call duration to the end of any notes taken by users.
12. Click Save. Tenfold then tests the connection and presents a success message if the information is correct.

Feature setup

Setting up features lets you get more out of Tenfold.

To enable and update features, log in to your Tenfold dashboard. In the top navigation, click Features. The Features page lets you adjust the individual user features such as Click to Dial, enable/disable SSO, and more.

If you need any assistance completing these steps or if you encounter any trouble, please reach out to our