Namely
This app will sync your organizational roster from Namely automatically on a daily basis. The following information is included:
- Contact info (emails, phones, addresses)
- Demographic info
- Compensation
- Managers
- Departments, Teams, Locations
- Start and end dates
- Custom fields may be optionally included
To get started, you will need to obtain API access from Namely. You'll need to obtain a Personal Access Token by following the steps below.
- Open Namely
- Click on your profile image
- Select API
- Click Personal Access Tokens.
- Name the new token ChartHop.
- Namely will generate a Personal Access Token. Copy the token and store it somewhere safely (you'll need it later).
Once you've received the necessary information from Namely, do not share this information with anyone outside of your organization, as it enables direct access to your data within Namely.
In order to use the API credentials you gathered above, you'll need to install the Namely app in ChartHop. To install the Namely app, simply
- Navigate to Apps and Integrations in ChartHop,
- Find Namely in the list of available apps,
- Click Install on the far right-hand side of the table.
In order for ChartHop to access your Namely data, you'll need to enter the Namely API credentials you obtained above. In addition, there are a number of other configuration settings available to you.
Field | Description |
Subdomain | The subdomain of your account, for example the subdomain for example.namely.com would be example. This field is required. |
Personal Access Token | The access token copied above. This field is required. |
Name of Org Head | Enter the name of your CEO or the org head of your Namely instance. This field is required. |
Run Daily | With this option selected, the sync will run automatically every day. |
Send Notification Email to | These users will be emailed every time a sync occurs with a summary of the changes. |
For advanced config options, see Advanced options for payroll apps on the Get started with payroll apps page.
Please don't hesitate to contact implementation@charthop.com if you need assistance.
Once the Namely payroll app has been properly set up, ChartHop will be able to pull Namely data into your ChartHop account.
The table below lists all fields that are synced from Namely to ChartHop during a sync. In the first column, we list the name of the field in ChartHop, and in the second column, we list the name of the field in Namely.
ChartHop field | Namely field | Transform type |
address.city | profiles.home.city | one-to-one |
address.country | profiles.home.country_id | one-to-one |
address.postal | profiles.home.zip | one-to-one |
address.state | profiles.home.state_id | one-to-one |
address.street1 | profiles.home.address1 | one-to-one |
address.street2 | profiles.home.address2 | one-to-one |
base, hourly | profiles.salary.is_hourly, profiles.salary.amount_raw, profiles.salary.yearly_amount | transform |
birthdate | profiles.dob | one-to-one |
compdate | profiles.salary.date | one-to-one |
contact.homeemail | profiles.personal_email | one-to-one |
contact.homephone | profiles.home_phone | one-to-one |
contact.mobilephone | profiles.mobile_phone | one-to-one |
contact.workemail | profiles.email | one-to-one |
contact.workfax | profiles.office_fax | one-to-one |
contact.workphone | profiles.office_phone | one-to-one |
currency | profiles.salary.currency_type | one-to-one |
depart | profiles.terminated_reason | transform-one-to-one |
department | profiles.links.groups, groups.departments | transform |
employment | profiles.employee_type.title | transform-one-to-one |
enddate | profiles.departure_date | one-to-one |
ethnicity | profiles.ethnicity | transform-one-to-one |
gender | profiles.gender | one-to-one |
imageurl | profiles.image.original, profiles.image.mime_type | transform |
location | profiles.links.groups, groups.locations | transform |
manager | profiles.reports_to | transform |
name.first | profiles.first_name | one-to-one |
name.last | profiles.last_name | one-to-one |
name.middle | profiles.middle_name | one-to-one |
name.pref | profiles.preferred_name | one-to-one |
startdate | profiles.start_date | one-to-one |
title | profiles.job_title.title | one-to-one |
variable, variablepct | profiles.bonus_amount | transform |
Transform Type refers to the logic employed when copying data from the source field to the target field. In many cases, one-to-one logic is employed, where the value in the source field is copied to the target field exactly as it is. In some cases, many-to-one or transform are listed, which indicates that the logic is more complex.
Any ChartHop user with sufficient permissions can trigger an on-demand sync from Namely at any time. To sync your data for the first time, or subsequently on-demand at any time, follow the steps below.
- Open ChartHop.
- Select the gear icon.
- Select Apps and Integrations.
- Find and select Namely.
- Scroll down to the bottom of the page, and click on Sync To Primary.
Upon clicking Sync to Primary, ChartHop will pull all of your org's current employee data from Namely. Once completed, you will see a message indicating that the sync has been completed.
Permissions
To sync your Namely data into ChartHop, your ChartHop user must have an access level of at least a Technical Owner. If you are not a Technical Owner and believe you should be, please contact support@charthop.com.
Any ChartHop user with sufficient permissions can set up an automated sync from Namely at any time. To set up an automated sync, follow the steps below.
- Open ChartHop.
- Select the gear icon.
- Select Apps and Integrations.
- Find and select Namely.
- Scroll down to the bottom of the page, and click on Run Daily.
- Click Save Settings when you are done.
