Charlie + Nectar Integration

Connect CharlieHR to Nectar so your team's HR records power recognition and engagement automatically.

Overview

CharlieHR is HR software for UK startups and small businesses. When you connect it to Nectar, new joiners are added automatically, profile changes carry over, and leavers lose access, so your recognition program always reflects your real team.

Ideal for:

• UK startups and small businesses using CharlieHR
• Founders and operators running HR part time
• Teams growing quickly
• Companies that want culture programs without admin overhead

How It Works

Nectar reads employee data from Charlie and uses it to create, update, and deactivate Nectar accounts. Data flows one way, from Charlie into Nectar, so Charlie stays your single source of truth.

What data syncs

• First name, preferred first name, and last name
• Work email (personal email is used only if no work email exists)
• Employee ID
• Job title and department
• Manager
• Office location and country
• Hire date and birthday
• Phone number
• Employment status (active or terminated)

Every field has a job inside Nectar. Manager relationships assign manager roles and Team Insights automatically. Hire dates and birthdays drive work anniversary and birthday celebrations in Nectar Recognition. Departments and locations power analytics filters, Group Give, and audience targeting in Nectar Comms, Nectar Engage, and Nectar Flows. Hire dates and work anniversaries can also trigger Nectar Flows, and manager relationships assign reviewers in Nectar Perform and build the org view in Nectar Signals. Country keeps the rewards catalog relevant for each employee, and phone numbers enable SMS delivery in Nectar Comms.

Sync behavior

• Syncs automatically every day, and an admin can run Sync & Import at any time
• New hires in Charlie are added to Nectar, profile changes carry over, and terminated employees are deactivated
• You choose which departments and employee types sync, and you can pause the sync whenever you need to

New users are created quietly by default. When you are ready to launch, turn on "Send Nectar platform email invitations to new users" so every future hire gets an invite automatically.

Authentication method

A Charlie administrator creates a Client ID and Client Secret in Charlie (Integrations, then API Keys) and enters them in Nectar. The secret is shown only once, so save it when you create it. The connection runs through Nectar's SOC 2 Type II audited integration partner with read-only access, and Nectar never asks for or stores your Charlie login credentials.

Where users interact

Admins connect, monitor, and pause the integration in Nectar under Workspace Settings, then Integrations. Employees never touch it: they just find an accurate profile, the right manager, and their teammates already in Nectar when they log in.

Key Features + Benefits

• Automatic provisioning: new hires in Charlie get Nectar accounts without a manual upload
• Always-current profiles: title, department, manager, and location changes flow into Nectar
• Automated offboarding: terminated employees are deactivated, not deleted, so access ends and records stay intact
• Celebrations on autopilot: birthdays and work anniversaries are recognized automatically from synced dates
• Controlled launch: accounts are created quietly, and invitations go out only when you turn them on
• Selective sync: choose exactly which departments and employee types are included

Setup and Implementation

Setting up the Charlie integration follows four steps: Connect, Authorize, Map, and Enable. Your Nectar Customer Success Manager guides you through each one.

High-level setup steps

1. Connect: In Nectar, go to Workspace Settings, then Integrations, and click Connect HRIS.
2. Authorize: Search for Charlie and enter the Client ID and Client Secret created under Integrations, then API Keys, in Charlie.
3. Map: Open Sync Settings and choose which departments and employee types to include.
4. Enable: Click Sync & Import, confirm your users on the Users page, and turn on invitations when you are ready to launch.

Requirements

• Charlie administrator access to create API credentials
• Nectar admin access

Estimated setup time

Charlie does not require any setup on its side, so most teams are connected in under 30 minutes.

Detailed, step-by-step instructions are available in the Nectar Help Center.

Use Cases

• Welcome new joiners in Nectar automatically
• Celebrate birthdays and work anniversaries
• Keep managers accurate as the team grows
• Deactivate leavers automatically
• Run quick pulse surveys by team

Security & Compliance

Nectar protects employee data at every step of the Charlie connection.

• Read-only access to Charlie through a SOC 2 Type II audited integration partner
• Nectar never asks for or stores your Charlie login credentials
• Data is encrypted in transit
• Nectar only uses the profile fields listed above and never syncs compensation, bank details, or benefits elections
• Only Nectar admins can connect, pause, or remove the integration
• Nectar maintains a SOC 2 Type II report, audited annually, with security documentation available in the Nectar Trust Center

Learn more on the Nectar Security page and in the Nectar Trust Center.

Support & Resources

• Nectar Help Center
• Bulk upload users (to launch before your sync is live)
• Nectar Trust Center
• Email Nectar Support at [email protected], or contact your Customer Success Manager