ChartHop Integration
ChartHop is a dynamic People Operations Platform that connects and visualizes the people data to provide insights for organizations to align and take action.
How does this integration help Sprinto
The integration primarily helps Sprinto in retrieve staff-related information such as name, email address, job roles, onboarding dates, reporting managers, etc. These details are crucial for managing compliance needs related to people management. Sprinto initiates relevant checks if any information needs to be updated to ensure compliance framework requirements are met.
Sprinto checks for ChartHop
Here's a list of Sprinto checks available for ChartHop integration, along with reference procedures on how to fix them:
Staff role should be assigned
All in-scope staff members must have an assigned staff role.
Staff role should be assigned
All in-scope staff members should have an assigned reporting manager.
Note: Top management roles like CEO, CTO, etc. are exceptions.
Staff role should be assigned
Define the joining date for all newly onboarded staff members.
Before you begin
Log in to Sprinto as an administrator.
Ensure you have a paid account on ChartHop to build integration with Sprinto.
Ensure you have "Admin" access on the ChartHop account you want to integrate.
Integrate Sprinto with ChartHop
Get the API token from ChartHop.
Log in to your ChartHop account using your credentials or the available Single Sign-On options.
Go to Settings > Apps > All Apps and select the Merge app.
Click Install to install the Merge app.
From Merge app, generate the API token with Owner access.
Copy the API token and save it securely. We’ll need this API token to build integration on Sprinto.
Integrate ChartHop on Sprinto.
Go to Security Hub > Settings > Integrations > Active integration, then click Connect next to ChartHop.
On Integration page, select the acknowledgment checkbox and click Connect to ChartHop. Note: Ensure the pop-up window is enabled on your browser.
On ChartHop window, enter your organization’s ChartHop subdomain and click Submit.
Enter the API key you copied from Step 1, then click Submit. Note: This completes connecting your ChartHop account on Sprinto.
Configure ChartHop on Sprinto.
Go to Security Hub > People > Configuration, and click Manage.
On Staff information provider page, click Add staff.
On Add staff member page, select Add staff from HRMS, then click the details button next to ChartHop. Note: You should see “Connected” highlighted next to ChartHop. This means the ChartHop account is connected and ready for syncing information.
On Add ChartHop as a provider page, click Add ChartHop.
Final step
Note: After completing Step 3, wait for 15 to 20 minutes to let Sprinto finish the data syncing process. Sprinto takes up to 24 hours to evaluate the synced data and activate the relevant Sprinto checks.
If required, go to Security hub > People > Configuration, click Manage, and then click Sync next to ChartHop to refresh the synced information.
Last updated