ChartHop Connect provides an end-to-end workflow to let you turn on payroll APIs for your application using a simple Oauth2 flow.
If you are developing an application that relies on underlying payroll API data, you can use ChartHop Connect to connect to a single API -- the ChartHop API -- and let ChartHop handle the messy details of connecting to each particular payroll or HR system.
[Your App] ---> [ChartHop API] ---> [Payroll System]
The experience for the user, your customer, will be to click from your application to walk through a step-by-step workflow to turn on their payroll API and redirect back to your application.
If they already are an Owner of a ChartHop account, they will be prompted to connect to their existing account, but if not, a free account will be created on the fly.
To build a ChartHop Connect app, email firstname.lastname@example.org with "ChartHop Connect App Request."
The support team will set up a ChartHop Connect app and email you back your client_id for that app.
The app must also include two versions of your logo - both in PNG format. The Image = your ISO logo (100x100). This will appear with a rounded space so make sure the content fits within the circle. The Wordmark Image = your workmark logo (150 x 100). Please ensure this has a transparent or white background.
There are only a few steps, which should be familiar if you've integrated an Oauth2 authorization workflow before:
Pass the following parameters (as application/x-www-form-urlencoded):
You will receive back a response that contains an access token, in the format:
You can then use that access token to query the ChartHop API for that particular customer. For more information about querying the ChartHop API, see Syncing From ChartHop.
To use the Charthop Connect Button you must have a Client ID. The button will redirect the users to the charthop connect module with the partner's client parameters.
To get the Charthop Connect Button to appear on your web app simply copy and paste this snippet on your <head> element.
and you will be able to place the button by copying the following line on the place of your choice to be rendered.
(where client_id is the partner client id provided from ChartHop)
By default the Button will appear with this appearance:
You can change the color and size option by including these arguments into your element like this:
with any of the following available combinations:
Here is the complete list of available options:
Reference / notes
The Partner Client-Id to be included on the redirect URL
HR System Param
The HR System name param, to skip the HR system selection step
• adp • bamboo • gusto • humaans • justworks • namely • paylocity • rippling • sapling • sequoia-one • successfactors • trinet • ultipro • workday • zenefits
Defines the size of the button and whether or not to include the ChartHop Isotype
• short (default) large
Button Color Style
Defines the color variant
• default (default) • blue • dark • light large
The browser behavior once the button is clicked
• blank (default) • parent • self • top