Google Workspace

The Google Workspace app automatically updates Google Workspace profiles with ChartHop source data. You can configure both Google Workspace profile fields and group memberships. Optionally, you can set the app to create Google Workspace profiles when people are hired into ChartHop.

When you install Google Workspace, you'll need to make decisions about how you want to handle Google Workspace profile and what fields you want to include in your sync.

Install the Google Workspace app

To install the Google Workspace app, follow the steps below.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Google Workspace app in the list of available apps.
3. Select Install.
4. Follow the steps outlined in the setup wizard to connect the Google Workspace app to ChartHop.

Run a single, on-demand sync to Google Workspace

Any ChartHop user with sufficient permissions can trigger an on-demand sync to Google Workspace at any time. To sync your data for the first time, or subsequently, on-demand at any time, follow the steps below.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Okta app in the list of available apps.
3. At the top of the page, select Run one-time sync.
4. Select Run sync to perform the sync.

Export dry runs

Any ChartHop user with sufficient permissions can trigger a test integration between Google Workspace and ChartHop at any time.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Google Workspace app in the list of available apps.
3. At the top of the page, select Run one-time sync.
4. Select Export dry run to test the integration.
5. When the integration is complete, select Download to recieve the test results file.

Create sync groups (mailing lists)

You can create and populate Google Workspace sync groups (mailing lists) from the app config page by following the steps below.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Google Workspace app in the list of available apps.
3. Under the Advanced Settings section, select Edit.
4. Under the Sync Groups (Mailing Lists) section, select + Add group.
5. Enter a name for the group in the Group Name field.
6. Enter a corresponding Carrot query in the Include People Matching field, or use the filter controls to the left.
7. Select test to confirm your query. It should open the Data Sheet in a new tab with your query applied.
8. Select Save at the bottom of the page.

Create sync profile fields

For each custom Google Workspace profile field, you may define a ChartHop field or expression to be synced. To do this, follow the steps below.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Google Workspace app in the list of available apps.
3. Under the Advanced Settings section, select Edit.
4. Under the Sync Profile Fields section, select + Add field.
5. Enter the name of a custom Google Workspace profile field that you wish to populate with data.
6. Enter the corresponding query or field that you wish to copy from ChartHop.
7. Select Save at the bottom of the page.