This guide explains how to pull contractors from Bullhorn into Quartz.
If you prefer a visual walkthrough, a step-by-step video guide is also available here:
From the Dashboard, navigate to the Search menu and select API Integration.
This will bring you to the API Integration screen.
Next, select Pull Contractor.
A pop-up will appear, allowing you to enter the API Batch details.
Enter the Batch Reference and select the API Service (Bullhorn will be the only available option currently).
Enter a Batch Reference — this is for internal reference purposes only.
Select Confirm and Proceed.
You will see the batch that has been pulled appear on the API Batch Details:
From this batch, you can filter by the Grid settings
From this batch, you can filter by the Grid settings
Batch Reference
Search using more specific Batch Reference numbers to quickly locate a batch.
Module
Currently, the available module pulled from Bullhorn is Contractors.
Additional modules will be supported in the future.
API Service
Quartz currently connects directly to Bullhorn.
In future releases, there will be opportunities to connect with multiple API services.
Record Count
Displays the number of records pulled from Quartz. The record count is broken down into:
Total Records
Valid Records
Invalid Records
Archived Records
Completed Records
Batch Status
Shows the current status of the batch.
Last Updated At
Indicates the date and time the batch was last updated.
View Batch
Allows you to manage and review the records within the batch.
History
View the batch history, including:
Status changes
Username of the person who made the change
Date and time when the change occurred
At this point, you have successfully pulled the contractors from Bullhorn. The next step is to review the invalid records so they can be created in Quartz.
This action is performed in the View Batch screen.
Quartz will arrange the records into the following four groups:
Valid Records
Valid Records
The Valid Record Screen displays a list of valid contractor records that have been successfully pulled from Bullhorn, with all relevant fields populated.
From this screen, you can:
Select Records
Use the checkbox in the top-left corner to select all records.
Or, select individual records of your choice to bulk action.
Generate Records
Choose Generate to create or update the selected contractor records in Quartz.
Archive Records
Choose Archive if you do not want the selected records to be updated in the contractor screen in Quartz.
To view or edit a contractor’s record in more detail, click the pen icon next to the record. This will allow you to update the contractor’s information.
Once you have reviewed the contractor information, you have two options:
Save – Saves the record without creating it in Quartz, allowing you to return and make further edits later.
Create – Confirms the contractor information and populates the record directly into Quartz.
Invalid Records
Invalid Records
The invalid Records screen displays a list of contractors that have missing or invalid details meaning they cannot be created / updated in Quartz.
From this screen, you can:
Select Records and Achieve
Mark records as achieved if they are not needed.
View the Failed Reason
See a detailed explanation of why a record has failed.
Edit the Contractor
Incorrect information is highlighted in red.
You can correct the errors and then:
Save – Sends the record to Valid Records for further review.
Create – Populates the corrected or updates the record directly into Quartz.
Archived Records
Archived Records
The Achieved Records screen displays a list of contractors that you have selected to mark as achieved.
From this screen, you can:
Filter
Mark Contractors as Underachieved if needed, moving them out of the achieved list.
Completed Records
Completed Records
The Completed Records screen displays a list of contractors that have been successfully created or updated in Quartz.
From this screen, you can:
Filter the list to find specific contractors.
View the contractor record directly in Quartz.
