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How to integrate with CharlieHR

A step by step guide detailing how to set up an integration between Ravio and CharlieHR.

Prerequisites

Please carefully read the following to make sure you fulfill all the requirements to set up the integration:

  • Your account belongs to the "Admin" or "Super Admin" role in your company's CharlieHR Instance. Here's how you can check whether you have one of these roles:

    1. Log in to CharlieHR and take a look at the sidebar on the left side of the screen:
    2. If you cannot see the "Integrations" option on the sidebar, it means that your account does not have the "Admin" or "Super Admin" role.

Find out who has the "Admin" or "Super Admin" role in your company's CharlieHR instance, and ask them to assign you to the role or take over the setup process.

Step by Step Integration Instructions

  1. Log in to CharlieHR and navigate to the the sidebar on the left side of the screen, and click on "Integrations".

  1. Under the "Integrations" page, click on the "API Keys" tab.

  2. Click on "GENERATE KEY" under the "Your API Keys" section:

  3. Click on the "Copy" icon to copy your newly created Client ID and Client Secret in the popup.

  4. Now heading back to the Ravio Onboarding worklow once selecting CharlieHR as your HRIS you can see which data fields Ravio is going to be accessing. Once you’re happy with this paste the copied Client ID and Client Secret into the Ravio onboarding window, then click "Set up integration".

You should now see a success message if everything was set up correctly. If there are issues raised please consult the Troubleshooting section below or reach out to your Ravio contact.