Welcome to SpringAhead! SpringAhead is a simple, accessible way for you to track your placements’ time and/or expenses. Using the SpringConnect client, you can easily and seamlessly import approved Bullhorn data to SpringAhead and your accounting system. This guide covers:
- Initial Setup
- Importing Placements
- Placement Setup
- Advanced Features
- Placement Login Instructions
- FAQs: Location of Billing Address
Bullhorn and SpringAhead seamlessly connect using an Application Programming Interface (API). The steps needed to receive this key are as follows:
- Submit a ticket via the Bullhorn Resource Center to Bullhorn requesting the activation of SpringAhead integration
- Once enabled, Bullhorn will notify the customer and a designated contact at SpringAhead.
- From SpringConnect, click Options
- Click Settings
- Click Advanced
- Select Bullhorn from the Placement Software drop-down
- Click Ok
- Click on Placements
- Click on Options
- Enter your Bullhorn Username, Password, and API Key and click Ok.
- Open SpringConnect
- Click Placements on SpringConnect to open up the placements screen. Once opened, it will display placements ready to be moved to SpringAhead
It is important to note that only Approved placements will appear on this screen.
- The list of all placements that have yet to be exported to SpringAhead will appear
- Double-click on a line item to bring up the Placement Details screen. Here, all the data to be imported from Bullhorn is presented for review. Note that any missing data will be flagged in red. These can be corrected in Bullhorn or can be manually added in the next step. The Placement Details screen and the source of selected data fields from Bullhorn are presented below:
Note that fields in gray can be manually edited here. Simply double click the field on the Placement Details screen and edit it. These changes will flow into SpringAhead and the accounting system, but will not flow back into Bullhorn. If you want the data in Bullhorn, enter it there directly and refresh the placement list before proceeding.
- The Placement Import menu will allow you to import to QuickBooks, SpringAhead, or both. Check the boxes for all of the line items to import and click Import when ready
- At this point, an Import Successful message should appear. Congratulations! Your data has been successfully imported! Be sure to check your data both in SpringAhead and your accounting system. After you’ve imported your information, you can always check, modify or re-import the information. See the Advanced Features section of the guide for details
Once you’ve imported the data, SpringConnect will automatically add the information in SpringAhead.
Placements and Approvers
The placements and their approvers will be populated in the People section. Their login names and passwords will be automatically created, enabling them to instantly log in and track their time. Login instructions are defined in the Placement Login Instructions section below.
SpringAhead will also populate the jobs the placements are on. These can be found under Projects. If you select an imported project under the project list, it is already configured to have the placement submit time to it and the approver is configured to approve that time.
To View Previously Imported Data or Re-Import Placements
To view previously imported placements and the data associated with them, click History in SpringConnect’s Placements screen. This will bring up a list of data arranged by the date imported.
Select the information you’d like to modify or re-import. Once you’ve selected the data it will bring up a placements screen. There, you can modify data or re-import them into SpringAhead or your accounting system.
Moving Placements to History Without Importing Them
If a placement does not need to be sent to SpringAhead or your accounting system, right-click the name of the placement and click Mark as Exported.
Automatically Create SubJobs
You can create Jobs with Subjobs when importing from Bullhorn. For example, if you would like to create the client in the accounting system with a subjob for each approver, you can do that. Click Options from the Placement screen and then select the appropriate subjob option from the menu:
How To Setup Corp2Corp Users
If you have placements who work for a company that you bill instead of paying them directly, we can create a vendor in QuickBooks for the company and create these users and external companies within SpringAhead.
To set this up, you need to first define custom fields within Bullhorn – one for the Company and one for the Company’s Address:
- First go to Tools, then Field Mappings
- Next, you’ll need to unlock two custom field mappings, a customText field for the Corp2Corp company name and a customTextBlock for the company’s address. Make sure you uncheck the Hidden boxes and click Save
- Once this is done, open up SpringConnect. Click Placements, then Options in the upper right-hand corner
- Click Custom Mapping
- Here, you have to define what is going where – in this case, customText3 is being used to map to the Corp2Corp Name. Choose the custom field in the From box and then select the SpringConnect field in the To box. Note that if you use a custom field higher than 5, you’ll have to manually type in the custom text number
If you have any questions regarding the settings, please contact email@example.com for assistance.
Placement Login Instructions
Your placements will automatically have their login name and password created for them:
Login name: Placement's email (ex: Placement@Email.com)
Password: The text before the ‘@’ symbol (ex: Placement)
When you’re ready to let the people log into the system, simply send out welcome emails. You can do this as the administrator by logging into SpringAhead and going to your people list. Check off these new users and click on the arrow beside the Mass Update button, and select Send Login Information. This will send your users login information including their user name, password and a link to login.