ChartHop + Nectar Integration

Connect ChartHop to Nectar so the org chart you plan in ChartHop is the org chart your recognition program runs on.

Overview

ChartHop is a people analytics and org-planning platform that keeps a live picture of your organization. Nectar connects to it so reporting lines, departments, and locations flow straight into Nectar. New hires get access automatically, reorgs carry over, and departures are deactivated, so manager features and analytics in Nectar always match your actual structure.

Ideal for:

• Mid-sized companies using ChartHop as their org source of truth
• People Ops teams that reorganize often
• Leaders who want recognition analytics by team and manager
• Fast-growing companies planning headcount in ChartHop

How It Works

Nectar reads employee data from ChartHop and uses it to create, update, and deactivate Nectar accounts. Data flows one way, from ChartHop into Nectar, so ChartHop 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 ChartHop 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 ChartHop administrator installs the integration app under Settings, then Apps, generates an Owner-level API token, and enters it with your ChartHop subdomain in Nectar. 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 ChartHop 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 ChartHop 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 ChartHop 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 ChartHop and enter your ChartHop subdomain and an Owner-level API token generated under Settings, then Apps.
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

• ChartHop administrator access to generate an Owner-level token
• Nectar admin access

Estimated setup time

ChartHop 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

• Keep manager relationships accurate through every reorg
• Add new hires to Nectar automatically
• Compare recognition activity by department and manager
• Deactivate departing employees automatically
• Keep Nectar Perform review assignments aligned with your org chart

Security & Compliance

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

• Read-only access to ChartHop through a SOC 2 Type II audited integration partner
• Nectar never asks for or stores your ChartHop 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