We have successfully established the initial connection to Bullhorn, and we can now pull contractor data directly into Quartz. This connection will only continue to strengthen.
Previously, updating contractor details from Bullhorn into Quartz had to be done manually. Our latest enhancement means that Quartz can now automatically pull new and updated contractor details from Bullhorn.
This data can then be easily managed through our new API Records screen, making the process faster, more accurate, and with reduced clicks!
Navigation of the API screen
You can access the API screen in two ways:
From Contractor data was synced from Bullhorn successfully click 'View Records' to view the synced records directly on the API screen.
2. From the Dashboard, navigate to the Search menu and select API Integration.
This will bring you to the API Integration screen. Then select API Records.
This screen shows all Records that have been pulled automatically due to the creation or update of a contractor in Bullhorn.
On the API records screen, you can filter the records available
On the API records screen, you can filter the records available
Module
Select the module you want to update.
Currently available: Contractor.
Batch No.
Search using a specific Batch Number to quickly locate a batch.
First Name
Search by the individual’s first name.
Surname
Search by the individual’s surname.
NI Number
Search using the NI number.
Pulled at
Filter records that were pulled between two selected dates.
Last Updated at
Filter records that were last updated between two selected dates.
You can also filter by the grid columns
You can also filter by the grid columns
When using the filters, ensure you increase the number of items displayed per page, as you will only be able to filter the records currently visible on the screen.
Field Descriptions
API Reference ID
The unique reference ID for this specific data pull from Bullhorn.
Batch No
Search using a specific Batch Number to quickly locate a batch.
First Name
Search by the individual’s first name.
Surname
Search by the individual’s surname.
Email Address
Search using the individual’s email address.
Mobile No.
Search using the individual’s mobile number.
NI Number
Search using the National Insurance number.
Record Status
New Record – A completely new contractor created in Bullhorn.
Existing Record – A contractor who already exists in Quartz but has had details updated in Bullhorn. These updates will pull through to this screen.
Actions
Pen Icon
Allows you to view and edit the contractor’s details.Alert Icon
Indicates that a newer record with updated values exists in another batch. Any available actions must be completed within that batch. Once you generate the newer batch, this record will no longer show here.
All records that have been pulled will be displayed in the grid and organised into four columns.
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
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 Un-achieved 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.
Tip - When you pull new contractors from Bullhorn into Quartz, they will appear in the Contractor screen once created. Instead of clicking into each individual contractor profile, simply click the green person icon to grant login access.
