Enabling the Bullhorn and Calendar Integration with Google Apps

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Enabling the Bullhorn Email and Calendar Integration with Google Apps If you are interested in enabling this integration, please send a request to switch@bullhorn.com. Note that these instructions are meant for an IT professional; they will complete this setup in conjunction with work performed by the Bullhorn Professional Services team. Available in: All Editions Required Features: Google Apps for Business There are a number of steps both you and Bullhorn must complete in order to enable the Google Apps integration for Bullhorn. This document describes the steps you must take in order to enable the integration for your company, including: Setting up email routing to enable your company s Google Apps account. Configuring OAuth in Google Apps to authorize access to user data. Configuring outbound gateway and admin IMAP settings to route emails to the appropriate SMTP server and to configure POP and IMAP access for all users. Creating user email aliases in Google Apps to allow email tracking. : Bullhorn's integration with Google Apps only supports outbound tracking when you send emails from your primary domain. If you send any emails from a secondary domain, they do not track against any Bullhorn records. Configuring Google Apps inbox settings to enable IMAP access for each individual user. Setting up a Bullhorn address book so users can access their candidates and contacts from their mail client (optional; if using Outlook with Google Apps only) Part 1: Setting Up Email Routing 1. In Google Apps Administration, click the Settings tab. 2. Under Services, click Email. 3. In the Email routing section, select the check box to the right of the second Destination field and in the text box type slxtracker.bullhornstaffing.com (where X stands for your company s swimlane number). 4. Under the Deliver email for field, select the All accounts radio button. Part 2: Configuring OAuth in Google Apps 1. Click the Advanced tools tab. 2. In the Authentication section, click Manage OAuth domain key. 3. In the OAuth consumer key section, select the Enable this consumer key check box. 4. In the Two-legged OAuth access control section, select the Allow access to all APIs check box.

5. Click Save changes. 6. Click the Back to Advanced tools link. 7. In the Authentication section, click Manage third party OAuth Client access. 8. Confirm both that your company's domain is listed and the message "This client has access to all APIs" appears. Part 3: Configuring Outbound Gateway and Admin IMAP Settings 1. In Google Apps Administration, click the Settings tab. 2. Under Services, click Email. 3. In the Outbound gateway section, ensure that the Route outgoing emails to the following SMTP server field contains a value. If it is blank, type outbounds10.obsmtp.com. 4. In the POP and IMAP access section, uncheck the Disable POP and IMAP for all users check box.

Part 4: Creating User Email Aliases in Google Apps 1. On the Google Apps Dashboard page, click Email. 2. Click the Email addresses tab. 3. Click the Organization & users tab. 4. From the list on the left, select the organizational unit (OU) to which the user belongs. 5. Click the row for the user account to display the user information page 6. In the Nicknames section, click Add a nickname. 7. In the Add a nickname field, type the user s Bullhorn username. 8. Click Save changes. Part 5: Configuring Google Apps Inbox Settings You must log into the Google Apps accounts for each user in order to complete these steps. Alternatively, you could ask each of them to do this themselves. The settings for each individual user should be set up in English; otherwise outbound syncing will not work. 1. Click the gear icon in the upper-right corner of the Google Apps inbox and select Settings. 2. On the General tab, in the Language section, select either English (US) or English (UK). 3. Click the Forwarding and POP/IMAP tab. 4. In the IMAP Access section, select the Enable IMAP radio button. Part 6: Configuring an Email Filter for Calendar Integration You must log into the Google Apps accounts for each user in order to complete these steps. Alternatively, you could ask each of them to do this themselves. 1. Click the gear icon in the upper-right corner of the Google Apps inbox and select Settings. 2. Click the Filters tab. 3. Click Create a new filter. 4. In the From field, enter the user's primary email address. 5. In the Has the Words field, enter "Appointment invitation" (: Include the quotation marks). 6. Select the Has attachment check box. 7. Click Create filter with this search. 8. Select the Delete it check box. 9. Click Create Filter. Part 7: Setting Google Apps as your Default Email Client (Optional) The following process, while suggested, is unsupported, as it requires installing third-party software. As a result, we do not assist with this installation and cannot troubleshoot if it does not work the way you expected. You must perform these steps on each user's computer. Alternatively, you could ask each of them to do this themselves. 1. Set Internet Explorer as your computer's default browser. 2. Navigate to http://gmaildefault.codeplex.com/. 3. In the new window, click download. 4. Click I Agree. 5. Click Run. 6. Complete the setup instructions, remembering to select Gmail as the setup type. Once finished, clicking hyperlinked email addresses will launch Google Apps in Internet Explorer; if you are not currently signed in, you must enter your Google credentials.

Part 8: Setting Up a Bullhorn Address Book (Optional; Outlook Only) If you're using Outlook with Google Apps, Bullhorn has a script that will create these address books automatically; however, if you want your users to create the address books on their own computers manually, send them the instructions below. You must first open Port 636 in your company's firewall for this access to work. While setting up these address books is not required, it is recommended in order to allow the passing of candidate and contact information between Bullhorn and Outlook. 1. In Outlook, on the Tools menu, select Account Settings. 2. Click the Address Books tab. 3. Click New. 4. Select the Internet Directory Service (LDAP) radio button. 5. Click Next. 6. In the Server Name field, type one of the following, depending on your cluster. Your cluster is shown at the beginning of the URL you see when logged into Bullhorn. cls3: sl1ldap.bullhorn.com cls2: sl2ldap.bullhorn.com cls4: sl0ldap.bullhorn.com cls5: sl1ldap.bullhorn.com cls6: sl4ldap.bullhorn.com cls7: sl5ldap.bullhorn.com cls20: sl3ldap.bullhorn.com 7. Select the This server requires me to log on check box. 8. In the User Name field, type cn= followed by your Bullhorn username (e.g., if your username is ksmith, type cn=ksmith). 9. In the Password field, type your Bullhorn password. 10. Click More Settings. 11. If necessary, click the Connection tab. 12. Enter the display name as you'd like it to appear in the address book (e.g., Bullhorn Contacts or Bullhorn Candidates). 13. In the Port field, type 636. 14. Select the Use Secure Sockets Layer check box. 15. Click the Search tab. 16. In the Server Settings section, set the search timeout to 10 and the maximum number of entries to 20.

17. In the Search Base section, select the Custom radio button. 18. In the field to the right of the Custom radio button, do one of the following: To create an address book containing only candidates, type ou=ca,ou=bullhorn,ou=bullhorn. To create an address book containing only contacts, type ou=cc,ou=bullhorn,ou=bullhorn. To create an address book containing all candidates and contacts together, type ou=bullhorn,ou=bullhorn. To create an address book containing only jobs, type ou=job,ou=corpxx,ou=bullhorn. Replace XX with your Corporation ID. Contact Bullhorn Support if you do not know your Corporation ID. 19. Click Apply. 20. Click OK. 21. Click Next. 22. Click Finish and restart Microsoft Outlook. 23. If necessary, repeat steps 1-21 until you have created all necessary address books. TIP In Outlook, you can order the address books so that the ones from Bullhorn are searched first and appear by default as the primary address book for the users. As a best practice, Sales Representatives should have the Bullhorn Contacts address book first and Recruiters should have the Bullhorn Candidates address book listed first.