Creating your first import task

Do you have your import data ready?  Then let us go through the steps on how to setup DBX Data Management so you can import your data to your BullHorn system.

Create A Project

To create a new project, run the application and you should get the “Select Project” dialog. Click on “Create Project” toolbar button to start creating a new project.

Specify a project name for the new project. Set the project name based on how you want to organize the data management tasks that you will be performing. If you are providing a service to an external customer, then the project name can be the company name of the customer or it could be the name of a department in your company to indicate ownership.

Creating A BullHorn Connection

A BullHorn connection needs to be created for each project, unless you want to re-use an existing connection. A connection is usually associated to a BullHorn API key and BullHorn user credentials.
Click “Create” button to start building a BullHorn connection.

Populate the requested fields in the Connection Editor dialog.  Ask your BullHorn administrator for details on how to capture the connection credentials requested on the form.

Click “Save” to complete the process of creating a project.

You may now open the newly created project by selecting it from the list and clicking on Open Project or by simply double clicking on the row.

Create A New Process

Once the project is open, start creating a new process by clicking on “Create” button under the “Processes” section.  A process helps define the goal for a data management work item such as importing a specific entity.

Name the process to describe the intention of the work item.

Create A BullHorn Import Task

Once a process is created, users can start adding tasks for that process. Under the “Tasks” section, click on “Add Task” toolbar button.   Select BullHorn Tasks -> Import/Update Records.

 

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