CharlieHR – How do I connect my account?

This tutorial provides a step-by-step guide on setting up a connection with Charlie HR.

Prerequisite: It's important to note that admin access to the CharlieHR dashboard is required for this process.

Step 1: Open the Magic link provided and a connector link page shall appear. Click on Allow and Continue.

Step 2: This will prompt a request for Charlie HR client credentials. Navigate to the Charlie HR dashboard to obtain these credentials.

Step 3: Scroll to the Integration section.

Step 4: Proceed to API keys.

Step 5: On the right side of the screen, find the option to generate API keys.

Note : Remember not to regenerate keys if they already exist. Doing so invalidates them, rendering any existing connectors using those API keys useless. In such a case, try to find the API keys already generated before. If they cannot be located, then regenerate the API keys.

Step 6: Click on I am ready to save my keys.

Step 7: Then, click on Generate keys.

Step 8: Save the generated keys on your local machine for future use.

Step 9: Copy the client credentials.

Step 10: Paste the copied credentials into the provided prompt.

Step 11: Finally, establish the connection by clicking on Connect.

Congratulations! You have successfully connected to CharlieHR.