Getting Data into ChartHop

what are my options? one of charthop’s greatest strengths? bringing all your people data into one clear, unified view, no matter where it lives today but the question we hear all the time is how ? well, we’re here to help! there are multiple ways to get your data into charthop, whether you’re looking for a fully automated sync or a quick one time upload not sure where to begin? this guide will walk you through your options (and yes, you can use more than one!) still feeling stuck? don’t worry, we’ll help you choose the best setup for your needs out of the box integrations best for teams using popular systems like bamboohr, workday, adp, or paylocity for our full list of ootb integrations, click here how it works charthop connects directly to many well known hr systems and pulls in your data every day, automatically no coding needed, just an api key why customers like it it’s easy to set up and keeps your data fresh without any manual work ✅ fully automated (daily sync) ✅ no intensive technical work required ✅ keeps your data up to date ⚠️ your sync may not pull over historical data, and may require an additional upload custom api integration best for companies with teams who can help set up a custom sync to send data to charthop how it works your developers can build a custom connection that sends your data to charthop automatically you control what’s sent and how often why customers like it great for teams with custom tools or special data needs ✅ total flexibility ✅ works with any system ⚠️ requires developer help sftp file transfer best for companies that regularly export data into files or don’t have the option for a custom app but still want a more automated sync how it works you send data files (like spreadsheets) to a secure folder this folder can be hosted by charthop or by your team charthop then reads the file and updates your data why customers like it it’s automated and secure, and doesn’t require building a tech integration ✅ secure and reliable ✅ charthop or your team can host the folder ⚠️ you need to generate and send updated files google sheets integration 🆕 best for teams that manage hr data in google sheets or want to sync in custom data how it works charthop connects to a shared google sheet and pulls in data regularly why customers like it it’s easy to use and update, without needing any technical setup by your team our team will work with you to ensure all fields are mapped over correctly ✅ easy data transfer from one familiar interface to another (aka charthop!) ✅ easy to update in a familiar format ⚠️ best for smaller, less complex data sets manual csv upload best for initial org uploads, historical uploads, one time uploads or quick updates how it works you can upload your data using a spreadsheet (csv format) right inside charthop we provide templates to make it easy why customers like it simple and fast, especially if you just want to get started ✅ quick setup ✅ no technical skills needed ⚠️ you’ll need to upload again if the data changes third party api connectivity best for companies using supported payroll, benefits, or hr systems (200+ apps supported) how it works charthop connects to third party tools that already integrate with a wide range of platforms what data comes in (and how often) depends on the app you connect why customers like it easy to get started and access multiple systems in one place to get that data into charthop ✅ connect to 200+ systems ✅ no need to build anything ⚠️ sync timing and data fields vary depending on the app how to choose if you try this option use a well known hr system we connect to out of the box integration have developers and custom systems custom api integration export files regularly, want automation and there is no ootb sync sftp file transfer manage your data in google sheets or want to stack additional data on top of your existing people data google sheets integration want to get started quickly or need a speedy one time upload/update manual csv upload use a supported payroll or hr system that is not an ootb option third party integration glossary 🔹 csv – a spreadsheet file (like excel) used to upload data 🔹 sftp – a secure way to send files from one system to another 🔹 api – a way for two systems to talk to each other and share data automatically 🔹 integration – a connection between systems that lets data flow from one system to another