21min

Gusto

The Gusto app will sync your organizational roster from Gusto into ChartHop. Synced data includes title, manager, department, location, hires and departures, personal contact and demographic information, compensation changes, and time off.

Setting up the Gusto payroll app

Installing Gusto in ChartHop

In order to use Gusto with ChartHop, you'll need to install and authorize the app by following the steps below.

  1. Navigate to Apps and Integrations in ChartHop.
  2. Find Gusto in the list of available apps.
  3. Click Install on the far right-hand side of the table.
  4. You'll be redirected to Gusto, where you'll be asked to authorize the app.
  5. Click on Authorize App.
  6. Click Authorize.
  7. Your ChartHop and Gusto accounts are now connected.

Please don't hesitate to contact implementation@charthop.com if you need assistance.

Syncing data from Gusto

Understanding synced data

Once the Gusto payroll app has been properly set up, ChartHop will be able to pull Gusto data into your ChartHop account.

The table below lists all fields that are synced from Gusto to ChartHop during a sync. The first column identifies the name of the field in ChartHop, and in the second column identifies the name of the field in Gusto.

ChartHop field

Gusto field

Transform type

address.city

employee.home_address.city

one-to-one

address.country

employee.home_address.country

one-to-one

address.postal

employee.home_address.zip

one-to-one

address.state

employee.home_address.state

one-to-one

address.street1

employee.home_address.street_1

one-to-one

address.street2

employee.home_address.street_2

one-to-one

base, hourly

employee.jobs[0].compensations[0].rate, employee.jobs[0].compensations[0].payment_unit

transform

birthdate

employee.date_of_birth

one-to-one

contact.homeemail

employee.email, employee.work_email

transform

contact.mobilephone

employee.mobilePhone

one-to-one

contact.workemail

employee.work_email, employee.email

first

contact.workphone

employee.workPhone

one-to-one

depart

employee.terminationTypeId

one-to-one

department

employee.department

one-to-one

location

employee.jobs[0].location.city

one-to-one

manager

employee.manager_id

one-to-one

name.first

employee.first_name

one-to-one

name.last

employee.last_name

one-to-one

name.middle

employee.middle_initial

one-to-one

name.pref

employee.preferred_first_name

one-to-one

startdate

employee.jobs[0].hire_date

one-to-one

title

employee.jobs[0].title

one-to-one

type, enddate

employee.terminations

transform

Transform Type refers to the logic employed when copying data from the source field to the target field. In many cases, one-to-one logic is employed, where the value in the source field is copied to the target field exactly as it is. In some cases, many-to-one or transform are listed, which indicates that the logic is more complex.

Running a single, on-demand sync from Gusto

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

  1. Open ChartHop.
  2. Select the gear icon.
  3. Select Apps and Integrations.
  4. Find and select Gusto.
  5. Scroll down to the bottom of the page, and click on Sync To Primary.

Upon clicking Sync to Primary, ChartHop will pull all of your org's current employee data from Gusto. Once completed, you will see a message indicating that the sync has been completed.

Permissions

To sync your Gusto data into ChartHop, your ChartHop user must have an access level of at least a Technical Owner. If you are not a Technical Owner and believe you should be, please contact support@charthop.com.

Running a daily, automated sync from Gusto

Any ChartHop user with sufficient permissions can set up an automated sync from Gusto at any time. To set up an automated sync, follow the steps below.

  1. Open ChartHop.
  2. Select the gear icon.
  3. Select Apps and Integrations.
  4. Find and select Gusto.
  5. Scroll down to the bottom of the page, and click on Run Daily.
  6. Click Save Settings when you are done.

Known issues

At the moment, there is one known issue with the Gusto payroll app. Due to the relaxed requirements on required fields in Gusto, there are often large amounts of missing information once the sync has pulled data from Gusto.

The major issues are generally caused by a missing manage, missing job title, or missing compensation data.

While this isn't inherently a bug or technical issue, it is a possible source of missing required or important data in ChartHop. For the best possible experience, ensure that your Gusto data is as complete as it can possibly be prior to syncing.

Please don't hesitate to contact implementation@charthop.com if you need assistance.



Updated 04 May 2022
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