28min

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

Setting up the Namely payroll app

Obtaining API credentials

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.

  1. Open Namely
  2. Click on your profile image
  3. Select API
  4. Click Personal Access Tokens.
  5. Name the new token ChartHop.
  6. 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.

Installing Namely in ChartHop

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

  1. Navigate to Apps and Integrations in ChartHop,
  2. Find Namely in the list of available apps,
  3. Click Install on the far right-hand side of the table.

Entering Namely API credentials, and other config settings

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.

Syncing data from Namely

Understanding synced data

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.

Running a single, on-demand sync from Namely

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.

  1. Open ChartHop.
  2. Select the gear icon.
  3. Select Apps and Integrations.
  4. Find and select Namely.
  5. 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.

Running a daily, automated sync from Namely

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.

  1. Open ChartHop.
  2. Select the gear icon.
  3. Select Apps and Integrations.
  4. Find and select Namely.
  5. Scroll down to the bottom of the page, and click on Run Daily.
  6. Click Save Settings when you are done.



Updated 04 May 2022
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