Charlie HR

Connect Charlie HR to Cakewalk as an identity source: the admin role you need and where to generate the Client ID and Client Secret.

Charlie HR connects to Cakewalk with a Client ID and Client Secret you generate on Charlie HR's Integrations page. The shared flow in Connecting an HRIS covers what syncs and what happens after you save; this page covers the Charlie HR side.

✅ Before You Start

• Your account needs the "Admin" or "Super Admin" role in your company's Charlie HR instance.
• To check: log in to Charlie HR and look at the sidebar on the left side of the screen. If you cannot see the Integrations option, your account does not have one of these roles. Find out who has the "Admin" or "Super Admin" role and ask them to assign you the role or take over the setup.

🛠 Connect

1. In Cakewalk, go to Settings → Data Sources → Users and select Charlie HR.
2. Log in to Charlie HR and click Integrations in the sidebar on the left side of the screen.
3. On the Integrations page, click the API Keys tab.
4. Click GENERATE KEY under the Your API Keys section.
5. In the popup, click the copy icon to copy your newly created Client ID and Client Secret.
6. Paste the values into the connection flow, then click Set up integration.

The first sync starts immediately. Sync details and cadence: Connecting an HRIS.

📚 Related

• HRIS and IdP
• Connecting an HRIS