---
title: Getting Data into ChartHop
slug: getting-data-into-charthop
docTags: 
createdAt: 2026-03-30T21:14:49.433Z
---

## 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.

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**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



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**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



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**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



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**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



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**Manual CSV Upload**
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**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



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**Third-Party API Connectivity**
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**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<br />                                                               | 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