Installing the ADP Data Connector

This section covers setting up the ADP (Legacy) app, which allows you to sync your employee roster to ChartHop. 
For a full list of data fields included in the integration, see Synced data from ADP﻿.
Install Instructions
Review your payroll system data
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Purchase ChartHop Connector for ADP Workforce Now
The Data Connector is installed through the ADP Marketplace. 
The Data Connector requires a $360/yr fee paid to ADP.
The purchasing/installing user will need to have admin privileges in ADP WFN.
Navigate to the ChartHop Data Connector marketplace listing.﻿
Click Buy Now
During checkout, you will be asked for your Authorization Code. 
To find your Authorization Code, from the left sidebar, select Apps & Bundles.
From the sub-menu, select Authorization Codes.
ADP checkout flow
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Enter ChartHop authorization code
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Find your ChartHop authorization code
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    5. Once purchased, the ADP Data Connector app will be installed in your ChartHop org automatically.
    6. After checkout, you will need to give ChartHop consent to access your ADP data. Check your email for the consent link, generally titled "Connection Request". This email will be sent from an ADP email address. Follow the instructions in the link to grant ChartHop access to your ADP data.
Configure data sync settings for ADP
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Configure advanced settings
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Expand the Advanced settings section. 
Use the following table to guide you through advanced settings decisions. 
Setting
Description 
Missing location information 


Select one of the two options for what should happen if location information is set for an open role:
Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop.
Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
Advanced sync options
Select the data changes you want to include in your sync. You can include some or all of the following employee data: 
Job titles 
Managers 
Groups 
Compensation 
Hire dates 
Overwrite person fields 


ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system.
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When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system. 
Historical data
Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
Exclude IDs 
To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas. 
Include ADP companies

Indicate the ADP companies you want to include in your sync. You should set this only if you track multiple companies in your ADP instance.
Run an initial one-time sync of your payroll data
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Verify your data in ChartHop
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Configure your payroll app sync to run daily
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Setting	Description
Missing location information	Select one of the two options for what should happen if location information is set for an open role: Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop. Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
Advanced sync options	Select the data changes you want to include in your sync. You can include some or all of the following employee data: Job titles Managers Groups Compensation Hire dates
Overwrite person fields	ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system. When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system.
Historical data	Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
Exclude IDs	To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas.
Include ADP companies	Indicate the ADP companies you want to include in your sync. You should set this only if you track multiple companies in your ADP instance.

Updated 24 Jan 2024

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Installing the ADP (Legacy) app

Synced data from ADP