Auto-Create Companies and Locations (i.e. Clients and Client Offices)

A new System Setting, “Auto-Create O365 Clients and Offices” has been introduced.

When set to ‘TRUE’, any Company record that is created or updated in Bullhorn automatically
creates or updates a corresponding Client record in Onboarding365. The data that syncs from the
Bullhorn Company record to the Onboarding365 Client record is the ‘Name’ field.

Additionally, any Location record that is created or updated in Bullhorn automatically creates or
updates a corresponding Client Office record in Onboarding365. The data that syncs from the
Bullhorn Location record to the Onboarding365 Client Office record is the ‘Title’, ‘Address’, ‘City’,
‘State’, ‘Zip’, and ‘Country’ fields.

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