Sourcier Company icon

Sourcier Company

Manage Bullhorn companies — CRUD, contacts, industries, leads, notes, parent/child

Actions14

Upsert

AI-generated

Summary

Insert or update a company record in Bullhorn using specified matching criteria and field mappings, optionally creating the record if none matches, with configurable update behavior and authentication method.

Inputs

  • Authentication — Choose authentication method: User Credentials (email/password) or Enterprise Credentials (API key).
  • Enable Operations Log — Toggle to emit audit log entries for write operations to a separate 'Operations Log' output.
  • Matched Entity ID — Provide a pre-resolved Bullhorn company entity ID to skip the internal search and directly upsert this record.
  • Match Field — Field name in Bullhorn to search for matching existing records if Matched Entity ID is not provided.
  • Match Value — Value to search in the Match Field for an existing record; not needed if Matched Entity ID is provided.
  • Update Mode (required) — Determines update behavior if a matching record exists: update only empty fields, overwrite all fields, or don't update existing records.
  • Create If Not Found (required) — Toggle whether to create a new company record when no existing match is found.
  • Input Mode (required) — Select whether field data is sourced from a prior Sourcier Importer node ('From BHH Importer') or mapped manually in this node ('Manual Mapping').
  • Mapped Data Reference — Expression returning the object of mapped field values from upstream Sourcier Importer output or other sources.
  • Values to Send — Manually map Bullhorn company fields to string values or expressions to determine field data for the upsert.

Output shape

single record

Returns a single company record object reflecting the created or updated entity in Bullhorn. When 'Enable Operations Log' is enabled, a third output includes audit log entries for the write operation.

Examples

Example 1: Create or update a company using Enterprise Credentials authentication, matching by company URL, updating only empty fields, and creating if none is found.

Set Authentication to 'Enterprise Credentials', provide Match Field as 'companyURL' and Match Value with the URL to match. Set Update Mode to 'Update Empty Fields Only' and enable Create If Not Found. Use 'From BHH Importer' Input Mode with default Mapped Data Reference or manually map fields with 'Manual Mapping'.

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