ChartHop connect

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]
Connecting APIs
The experience for the user, your customer, will be to click from your application and walk through a step-by-step workflow to turn on their payroll API, then redirecting it 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.
Requesting ChartHop Connect access
To build a ChartHop Connect app, email support@charthop.com with a "ChartHop Connect App Request."
Then provide the following information:
The name of the App.
Specific fields that you want to be authorized to retrieve (see Swagger).
The Oauth2 Redirect URL. 
This should be a URL on your site that you control, and can receive redirect traffic to.
Make sure to add the full URL including https://.
The support team will then set up a ChartHop Connect app and email you back your client_id for that app.
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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 wordmark logo (150 x 100). 
Please ensure this has a transparent or white background.
Setting up ChartHop Connect
There are only a few steps, which should be familiar if you've integrated an Oauth2 authorization workflow before:
From your application, create a link that connects the user to the ChartHop Connect workflow.
This will be a URL provided by our Support team which will look like:
 https://app.charthop.com/connect?client_id=<client-id>
When the user completes the ChartHop Connect workflow, they will be redirected to your Oauth2 Redirect URL with a parameter called code which will contain an authorization code.
When you receive requests to that URL, exchange the code for a ChartHop API key. 
You can accomplish this by making a POST to the following URL:
 https://api.charthop.com/oauth/token
Pass the following parameters (as application/x-www-form-urlencoded):
grant_type=authorization_code
code=<code-you-received>
client_id=<your-client-id>
redirect_uri=<your-redirect-url>
You will receive back a response that contains an access token, in the format:
{"access_token":"<token>","token_type":"bearer","expires_in":<expiration>}
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.
Setting up ChartHop Connect button
Installation
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.
JS
|
<script src="https://app.charthop.com/embed/charthop-connect-button.min.js">
<script src="https://app.charthop.com/embed/charthop-connect-button.min.js">
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and you will be able to place the button by copying the following line on the place of your choice to be rendered.
HTML
|
<div id="charthop-connect-button" data-client="client_id">
<div id="charthop-connect-button" data-client="client_id">
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(where client_id is the partner client id provided from ChartHop)
Configuration
By default the Button will appear with this appearance:
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You can change the color and size option by including these arguments into your element like this:
JS
|
<div id="charthop-connect-button" data-client="client-id" data-style="default" data-size="short">
<div id="charthop-connect-button" data-client="client-id" data-style="default" data-size="short">
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with any of the following available combinations:
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Here is the complete list of available options:
Option
Data attribute
Description
Options
Client ID (Required)
data-client
The Partner Client-Id to be included on the redirect URL
(custom)
HR System Param
data-app
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
Button Size
data-size
Defines the size of the button and whether or not to include the ChartHop Isotype
• short (default)
large
Button Color Style
data-style
Defines the color variant
•default (default)
• blue
• dark
• light
large
Forward Mode
data-mode
The browser behavior once the button is clicked
• blank (default)
• parent
• self
• top
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Updated 24 Apr 2023

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TABLE OF CONTENTS

Connecting APIs

Requesting ChartHop Connect access

Setting up ChartHop Connect

Setting up ChartHop Connect button

Installation

Configuration

Option	Data attribute	Description	Options
Client ID (Required)	data-client	The Partner Client-Id to be included on the redirect URL	(custom)
HR System Param	data-app	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
Button Size	data-size	Defines the size of the button and whether or not to include the ChartHop Isotype	• short (default) large
Button Color Style	data-style	Defines the color variant	•default (default) • blue • dark • light large
Forward Mode	data-mode	The browser behavior once the button is clicked	• blank (default) • parent • self • top