Vanta and Charthop Integration

  • Updated

Chathop allows customers to connect tools like Vanta using an API Token. By connecting your Charthop account with Vanta, Vanta is able to make API calls as the app, allowing you to connect to find people and use onboarding/offboarding dates from your HR system.

Prerequisites

  • Vanta leverages Merge, a third-party platform, to pull in your data from Charthop. See their documentation for details on the API interactions used.

Procedure

  • Navigate to the Integrations Page in Vanta and locate the Chathop connector. Click on Connect.

  • A pop-up will show you that we use Merge.dev a third-party platform to pull in your data from Charthop.

  • A popup module is displayed, allowing you to review the requested permissions. Click on continue after reviewing the affected read data.

  • You will then be asked for your ChartHop Subdomain to ensure that we connect to the correct instance.

  • After hitting next, you will be prompted to follow the instructions below to get your Charthop API Key.

  • After clicking submit, you should see a screen that says Merge is setting up the integration with Vanta.

  • After a few moments, You should see a "Connected to Charthop" message.

  • On the next screen, the connection window will confirm that the permissions are available for the user who connected the integration.

  • If the user can successfully access the required data, the next screen will show a date-scoping window. This will determine how far back Vanta will import users. If you are in audit, it is important to at least set the date to the beginning of your audit period.

  • Once you hit continue you will be presented with a "Proliant Connected!" screen, from here you can configure additional scope on the imported users if required