ChartHop Data Connector Instructions

This article is meant to provide you insight on what you should expect to see when attempting to connect ChartHop to GoProfiles with your Customer Success Manager. Reading this prior to connecting the two platforms can help you walk through the API access smoothly.

Overview

To authenticate ChartHop, you will need to provide the following information:

• ChartHop subdomain
• API key

Prerequisites

Please ensure you have Admin permissions in your company’s ChartHop instance or someone has shared their access with you.

Instructions

Step 1: Locate your ChartHop subdomain.

1. If your ChartHop URL is “https://app.charthop.com/acme/home“, add “acme”.
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Step 2: Find your ChartHop API key

1. Go to Settings > Apps > All apps. Install the Merge app.
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2. Generate an API Token with the Access Level “Owner.”
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3. Save the API Token.

Step 3: Enter your API key into the linking flow

You should now be able to set up the ChartHop Data Connector with your Customer Success Manager. If you need further assistance, please consult the GoProfiles Help Center or Chat with Us.