In order to get a Broadbean account set up you will need to contact Broadbean directly through 0800 169 6932. Once they set up all the accounts they will need to provide you with the following:
Client ID
API key
Secret Key
Once you have the above details you will need to go to :
Log in to Access Recruitment CRM
Click Tools
Click Integrations
Click Broadbean
Enter the information in the relevant fields
You will now need to map the users to their Broadbean accounts. To do this :
Click the ✚ button on the Broadbean User Mapping section.
Enter the Broadbean username and select the CRM user you wish to associate this account with.
Note: Use the Add Broadbean usernames for all active users if you have many to enter. This will create logins for all active CRM consultants, please note, this will use their email address as setup in Access Recruitment CRM, if their Broadbean accounts are set up with different email addresses the account will need setting up manually
Finally, you need to contact us via the Access Digital Assistant, referencing the title of this article to get:
Your Recruitment CRM endpoint url which you'll need to pass back to Broadbean
The Broadbean server tasks activated
If any further training is required please speak to Broadbean directly.