> For the complete documentation index, see [llms.txt](https://docs.sprinto.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinto.com/integrations/overview/charlie-integration.md). # Charlie Integration The following guide will help you to integrate Charlie with Sprinto. Charlie HRMS is a human resource management system designed to streamline business HR processes. It offers employee onboarding, performance management, payroll processing, and time tracking. #### How it helps in People management: The HRMS services integrations with Sprinto allow Sprinto to retrieve staff details like user name, email address, job role, reporting manager, and joining date. Organizations need to maintain the critical information database for staff members to maintain security compliance postures, and Sprinto helps to do that with this integration. #### Sprinto checks for Charlie: Below are the available Sprinto checks for Charlie:

Sprinto check	Required action
Staff role should be assigned	A defined job role is not assigned. To update staff details, navigate to Data Library > Staff > In scope staff, then select the staff member you wish to update details.
Reporting manager should be assigned	The reporting manager is not assigned. To update staff details, navigate to Data Library > Staff > In scope staff, then select the staff member you wish to update details.
Date of joining for new staff should be provided	The staff’s organization joining date is missing. To update staff details, navigate to Data Library > Staff > In scope staff, then select the staff member you wish to update details.

### Before you begin * Log in to the Sprinto admin portal using your credentials. * You need to have administrator privileges on the Charlie account you are integrating. * Ensure you have a paid account on Charlie to build integration with Sprinto. ### Procedure Note: Sprinto utilizes[ Merge’s](https://www.merge.dev/) API to streamline the data inflow. 1. Get the API key from your Charlie account. 1. Log in to the [Charlie account](https://www.charliehr.com/login) using your credentials.

2. Click Integrations from the left side navigation. 3. Select the API Keys tab. 4. Select the checkbox next to Yes am ready to save my keys, and click Generate the Keys. 5. Copy and save the generated Client ID and Secret before closing it. We will need these details on Sprinto. 2. Integrate Charlie with Sprinto. 1. From the Sprinto admin portal, navigate to Settings > Integrations, and select the Available tab. 2. Click Connect next to Charlie.

3. Read the on-screen instructions, and click Next.

4. Select the acknowledgment checkbox, and click Connect to Charlie. \ Note: Ensure the pop-up window is enabled on your browser.

5. Click I am an admin.

6. Click Next. 7. Enter the Client ID and Secret in the respective fields from the Step 1, and click Next.

3. Add Charlie as a people source. 1. From the Sprinto admin portal, navigate to Data Library > People, then click the Configuration tab. 2. Click Manage next to Staff Information Providers. 3. Click Add Staff.

4. Click Add staff from HRMS or identity providers.

5. Select Charlie from the list of providers. \ Note: “Connected” is highlighted for the integrated services.

6. Click Add Charlie. ### Support Get in touch with our support team if you have queries related to HRMS integration or need any assistance. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.sprinto.com/integrations/overview/charlie-integration.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.