Slack
The Slack app integrates your Slack instance with ChartHop. It syncs Slack profile information to ChartHop employee profiles and allows you to send messages from ChartHop to Slack channels.
If you've installed the Slack integration app, you can also define actions such as birthday and work anniversary announcements to be sent to a Slack channel. See Birthday announcements or Work anniversary announcements.
The Slack app integrates your Slack instance with ChartHop. It syncs Slack profile information to ChartHop employee profiles and allows you to send messages from ChartHop to Slack channels.
User matching is based on the employee’s email address (if it matches their Slack email) or name. If a user exists in Slack but not in ChartHop, that user is ignored during sync.
You need to be a Slack administrator to install. If you don’t have appropriate permissions, grant ChartHop Technical Owner access to a member of your IT staff who does have Slack administrator permissions.
Although our Slack integration app is already in use for many ChartHop customers, we are still going through the app approval process with Slack.
When you use the Slack app, the following fields from Slack are added to ChartHop employee profiles. However, the Slack photo is not synced if an employee already has an employee photo in ChartHop. If there is no user-uploaded picture in Slack, no image is synced.
- Photo
- Time zone
- Slack ID
Contact ChartHop implementation services if you are interested in mapping additional data from Slack.
Messaging from ChartHop to Slack is supported in two ways:
- Employees can access Slack through the Slack logo on an employee’s profile. Employees who select the icon are redirected to Slack DM with the associated user.
- Administrators can set up messaging to Slack based on ChartHop Actions, such as when an employee submits a form or reminders.
You must have either the Owner or Technical Owner role to install the Slack app. In addition, you also need to be a Slack administrator with the appropriate permissions to allow Slack integrations.
To install the Slack app:
- From the left sidebar, select Apps & Bundles.
- From the sub-menu, select Apps.
- Select the Availible Apps tab.
- Find the Slack app in the list of available apps.
- Select Install on the far right.
- Select the Go to Slack button.
- Sign in to Slack.
- Select Allow to permit ChartHop to connect to Slack.
- Select Next.
- On the last page of the wizard, select Save settings.
- Select Save.
Before configuring your Slack app to sync regularly, you should run an initial sync to verify that the Slack data is syncing correctly to ChartHop.
To run a one-time sync:
- From the left sidebar, select Apps & Bundles.
- From the sub-menu, select Apps.
- Select the Installed Apps tab.
- Scroll to the Slack app and select the gear (settings) icon on the far right of the row to view app settings.
- Select Run one-time sync in the upper right corner.
After running your first sync, you can use the Data Sheet to look for employees whose information did not sync from Slack. You can view the Sync History page to verify when the sync was run and if it encountered any issues.
Remember that most issues with your synced data originate in your Slack system. ChartHop allows you to visualize your employee data to make finding these discrepancies easier. For example, if a user’s email in Slack does not match their user email in ChartHop, that user’s information will not sync. If this happens, update the user’s email address in Slack and try the sync again.
- On the Data Sheet page, choose Select Columns.
- In the Select Columns dialog, type Slack to find the Slack ID field.
- Mark the checkbox next to the field to display the column on the Data Sheet.
- Select Apply to save your changes.
- In the Filter text box, enter the following filter: !contact.slack:* which finds any user who does not have a Slack ID.
- Review the Data Sheet for any users without IDs. Remember that open roles do not have Slack IDs.
After you’ve synced your data for the first time and verified your employee profiles, you should configure a daily sync. The value of syncing your Slack data to ChartHop is that it ensures that your employee data is always up to date. For example, if an employee's time zone is changed, that info is updated in ChartHop.
- From the left sidebar, select Apps & Bundles.
- From the sub-menu, select Apps.
- Select the Installed Apps tab.
- Scroll to the Slack app and select the gear (settings) icon on the far right of the row to view app settings.
- Within the App status & sync settings section, select the Edit (pencil) icon.
- Toggle the auto-sync option to on.
- Select Save.
You can configure the Slack app to email specific users the list of changes made by each data sync from your Slack app. Alternatively, you can view these changes on the Sync history page.
- From the left sidebar, select Apps & Bundles.
- From the sub-menu, select Apps.
- Select the Installed Apps tab.
- Scroll to the Slack app and select the gear (settings) icon on the far right of the row to view app settings.
- Within the Email notifications section, select the Edit (pencil) icon.
- Select Add users to be prompted to enter a ChartHop user or users to email.
- Select Save.
