Installing the Namely app

This section covers setting up the Namely integration app, which allows you to sync your employee roster to ChartHop. 
Review your payroll system data
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Obtain API Credentials for Namely
For ChartHop to access your organization's Namely payroll data, you need to create a Personal Access Token in Namely that you can use in ChartHop. This information allows ChartHop to connect to Namely to receive your employee data.
Log into Namely as an administrator who has permission to create API keys. 
Navigate to API settings by selecting the Profile drop-down​ list and selecting API.
Select the Personal Access Tokens tab.
Create a personal access token and name it "ChartHop."
Copy the token to a safe place.
When accessing Namely, take note of the Namely subdomain name. In this URL example, acme.namely.com, acme is the subdomain.
Install the Namely app
After you have your Namely Personal Access Token and the Namely subdomain name, you can install the Namely integration app in ChartHop.
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Connect the Namely app
You'll be prompted to configure your payroll app when you select Install.
Enter your Namely subdomain in the field provided. In this URL example, acme.bamboohr.com, acme is the subdomain.
In the Create your a personal access token step, copy the personal access token you created to the provided field.
Select Next step.
Configure data sync settings for BambooHR
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Configure advanced settings
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Expand the Advanced settings section. 
Use the following table to guide you through advanced settings decisions. 
Setting
Description 
Missing location information 


Select one of the two options for what should happen if location information is set for an open role:
Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop.
Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
Advanced sync options
Select the data changes you want to include in your sync. You can include some or all of the following employee data: 
Job titles 
Managers 
Groups 
Compensation 
Hire dates 
Overwrite person fields 


ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system.
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When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system. 
Historical data
Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
Exclude IDs 
To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas. 
Run an initial one-time sync of your payroll data
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Verify your data in ChartHop
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Configure your payroll app sync to run daily
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Updated 04 Oct 2023

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TABLE OF CONTENTS

Review your payroll system data

Obtain API Credentials for Namely

Install the Namely app

Connect the Namely app

Configure data sync settings for BambooHR

Configure advanced settings

Run an initial one-time sync of your payroll data

Verify your data in ChartHop

Configure your payroll app sync to run daily

Setting	Description
Missing location information	Select one of the two options for what should happen if location information is set for an open role: Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop. Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
Advanced sync options	Select the data changes you want to include in your sync. You can include some or all of the following employee data: Job titles Managers Groups Compensation Hire dates
Overwrite person fields	ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system. When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system.
Historical data	Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
Exclude IDs	To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas.