Slack Integration

You can add Chartio to different channels across all your Slack Workspaces. To add Chartio to a Slack Channel follow the steps below:

Go to the Settings page from the top navigation bar and scroll down to find the Integrations section.

Click +Add Slack Channel

Click the +Add Slack Channel button to integrate your Slack account with Chartio. You’ll be directed to page to choose a Slack Workspace and Channel. Only Channels that you are a member of will show up on the Channel Dropdown.

Select the channel and workspace you want to upload to

Once you’ve selected the channel and room, you can click Authorize. You will be directed back to the settings page where you can view the Slack Integration you’ve just added.

View the Chartio integration in Slack

Sharing Chart to Slack

To share a chart on Slack, select a chart you wish to share and open the chart menu.

Click Share to Slack after hovering over the ellipsis on the chart

Select Share to Slack. Select the room to want to share the chart to and type a message, then click Share!

Choose the Slack Room and type in a message and click Share

What Happens in Slack

There will be an automated message that appears in each channel you’ve added a Chartio Slack Integration that indicates you’ve added an integration. The shared chart will appear in the channel with the message, link to chart, who shared the chart, and chart image like below:
The Slack view

Things to Note

  • Adding Slack Channels to the Integrations tab in Chartio will allow any user in the Chartio application to share in those channels regardless of Slack Permissions. This means that a user could share to a channel that they don’t have permission to access in Slack.
  • Slack Channels can only be added and removed by a Chartio Owner

Troubleshooting

If you are not a Slack Admin, you will encounter the error below when trying to add a Slack Channel. Verify on the upper right hand corner of the page you have selected the right Workspace that you have Admin Access to. If you do not have Admin access to any Slack Workspace, you will need to contact on your Slack Admins to add the Slack Integration.

Troubleshooting