ChartHop for Administrators
Managing data

Sync history

On the App sync history page, you can view and manage data syncs between ChartHop and your Applicant Tracking Systems (ATS), Payroll, and Equity systems, along with spreadsheet imports.

App sync history page


Sync history access by role

Depending on your org role, there are restrictions on data and categories you can view in a particular sync. As a general principle, only users who have access and may need to manage the data being synced are able to see the relevant app sync. See the table below for a general list of sync details that each role has access to view:

Role

Access

Owner

Unrestricted access

Org Editor

Unrestricted access

Technical Owner

  • Able to view all sync categories
  • Restricted view of sync details
    • ATS  
      • Cannot see open job titles
      • Cannot see the data being synced
    • Payroll
      • Cannot see errors or warnings
      • Cannot download imported data

Recruiting Editor

May only view inbound or outbound ATS job data syncs.

Recruiters

May only view inbound or outbound ATS job data syncs.

Other roles

No access.

Understanding sync history information

On the App sync history page, you can view a list of information about your syncs including, their status, direction, cause, and summaries. The App sync history page contains a list view that lays out a summary of your sync history. By default, the list view displays the sync history of all ATS, payroll, and equity apps that you have installed in ChartHop.

Sync completed

The Sync completed column lists the completion time for a sync. You can select the link under the Sync completed column to access that particular sync's details page. Learn more.

App name

The App name column contains information about the specific app that had a sync (e.g., the name and the logo) 

Status

The Status column tracks the result of a sync. Sync statuses are as follows:

Status

Description

Complete

The sync was successfully completed without errors.

Complete with Errors

The sync was completed, but experienced partial errors.

In progress

The sync is currently in progress. Note: ATS syncs will not show up on the sync history page until the entire sync is completed, and therefore, will not have an “In-Progress” status.

Failed

The sync did not complete successfully due to error(s).

Direction

The Direction column tracks a sync's data flow type. Directional sync types are as follows:

Type

Description

Inbound

Data is pulled  from an external system to ChartHop, with the external system being the source of truth.

Outbound

Data is pushed from ChartHop to an external system, with ChartHop being the source of truth.

Cause

The Cause column tracks the reason a sync was triggered. Cause types are as follows:

Type

Description

Scheduled

Triggered automatically, based on the configurations set in an apps’ settings page Typically occurs when “Run Daily” is selected.

Manual

Triggered manually,

Event-based

For ATS apps only. Triggered by a specific criteria or condition (e.g., candidate is hired in the ATS),

Web Service

For FP&A apps only. ChartHop data is made available for FP&A apps to pull from.

Summary

A sync's summary provides a high-level overview of the sync results.

To view more information about specific errors and/or warnings related to a sync, visit the sync's App sync details page by selecting the link found under the Sync completed column.

Requested by

The person responsible for initiating the sync. If the Cause of the sync triggered by a Manual or Event-Based action in ChartHop, then the column will display the name of the employee that triggered it. Otherwise, if the Cause of the sync is Scheduled or otherwise was triggered by an action in a remote system, then the column will display the name of the app.



Roles: Technical Owner | Owner | Org Editor | Recruiting Editor | Recruiter