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CharlieHR HRIS Integration Guide
CharlieHR HRIS Integration Guide
Julia Keller avatar
Written by Julia Keller
Updated over a week ago

In this article you will find:

Before you begin

The Org and CharlieHR Permissions:

  • You must have a valid The Org login.

  • You must be a member of your organization on The Org in order to configure and sync to CharlieHR

What data is collected from the HRIS import?

When integrating The Org and your HRIS, you’ll be able to import all your employees directly into your org chart. The only data collected from your HRIS import is:

  • Name

  • Picture

  • Title

  • Email

  • Manager

  • Start date

This data is collected to automatically build out the org chart and set up profiles for your colleagues. No other data or information is imported and published from your HRIS.

Sync times

Please note that it may take some time for the data to be imported to The Org. Sync time can vary depending on the size of your organization. We’ll send you an email when the import is done.

The Org automatically syncs with CharlieHR every 6th hour. Click the “sync” button to have changes reflected quicker at The Org.

Find your API key on CharlieHR

To connect CharlieHR and The Org you need an API key. Your API is located on CharlieHR, and you’ll find it by:

Step 1 - - Log in to CharlieHR and go to the Integrations page in the sidebar

Step 2 - - Click the API Keys tab and click Generate key. Please note, you need your Client ID and Client Secret to integrate your CharlieHR account with your The Org account

  • If you already have an API Key and forgot the Client Secret, you need to reset your API key and copy your Client ID and Client Secret - or reset the key to create a new one

  • Once you generate a new API key, make sure to save it in a safe place

Step 3 - - Once you have the API key ready (Client ID and Client Secret), log into The Org.

Connect The Org and CharlieHR

Step 1 - - Go to your Company dashboard

Step 2 - - Go to the Org chart page and click on the Integrations tab, and then click on the Human Resource Information System banner

Step 3 - - Choose CharlieHR in the Select Integration modal

Step 4 - - Authenticate through by using your API key

Step 5 - - Enter your Client ID and Client Secret

Step 6 - - When prompted, select Finish set up to automatically start importing colleagues to the org chart

Step 7 - - Once the import is successfully done, it’s time to build your org chart

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