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Charlie setup

Charlie connects through the unified HRIS connector. This page covers the Charlie-side configuration you complete first. Once it's done, add the connector in Mesh by following Connect your HR system.

You finish with two values: a client ID and a client secret.

Before you start

You need administrator access to your company's Charlie instance, or a colleague who has it.

Third-party product

These steps reflect Axiad's current understanding of Charlie's configuration. Because Charlie is a third-party product, there may be variations between your experience and what this guide describes, depending on the version in use and recent updates.

If you find a significant difference, or anything that doesn't make sense, let us know through Axiad support.

Step 1 — Open API keys

  1. Select Integrations in the left-hand menu.

    The Charlie left menu with Integrations

  2. Select API Keys.

    The API Keys section of Charlie integrations

Step 2 — Generate the credentials

Generate the client ID and client secret for your account.

Generating the client ID and secret

The generated client ID and secret

Copy both values now

Charlie shows the client secret at generation. If credentials were generated previously, the secret is not re-displayed — you have to get it from whoever saved it, typically your HR or IT team, or generate a new pair.

Step 3 — Connect in Mesh

Follow Connect your HR system, choose Charlie in the connection window, and supply the client ID and client secret.

After connecting

The connector appears in your connectors list with Health: Initializing while the first collection runs, then moves to Good. Access is read-only: Mesh does not write back to Charlie.

If it doesn't come online, see Troubleshoot HR connectors.

Troubleshooting

What you seeLikely causeFix
You have the client ID but not the secretIt was generated previously and shown onceAsk your HR or IT team for the stored value, or generate a new pair
Authentication failsThe ID and secret are from different generationsGenerate a fresh pair and use both