Integrate Namely with Engagedly

Table of contents

1. Introduction
2. Integration process
3. Generate access token
4. Default field mappings
5. Sync employee accounts
6. Primary unique identifier
7. Sync status and reports
8. Troubleshooting

1. Introduction

Integrating Namely with Engagedly allows admins to sync employee details, including custom fields, from Namely directly into Engagedly. The integration improves efficiency, streamlines administrative workflows, and ensures employee data stays accurate and up to date. It also helps reduce manual updates and maintain consistent employee records across both platforms. Learn more in Overview of integrations.

Prerequisites

• Admin access to both Engagedly and Namely.

2. Integration process

Contact our support team to enable BambooHR for your organization. Once enabled, the application status changes to “Available”, allowing you to proceed with the connection.

Navigate to Settings > Integrations in Engagedly to verify the status.

In the “HRIS” section, Namely appears as an available option.

3. Generate access token

1. Log in to your Namely account.
2. Go to the profile icon at the top right and select API from the drop-down.

     3.  Go to the Personal Access Tokens tab.

     4.  In the left navigation menu, select New Access Token.

     5.  Enter the name as required, then click Create.

The personal access token is successfully generated.

Copy the token and share it with our support team, along with the field mappings between Namely and Engagedly.

You receive an email notification after successful integration.

4. Default field mappings

By default, the following fields are mapped between Namely and Engagedly:

Engagedly fields	Namely fields
First Name	First name
Middle Name	Middle Initial
Last Name	Last name
Email	Email
Phone	Primary Phone Number
Emergency contact phone	Secondary Phone Number
Employee Number	Employee ID
Job Title	Job Title
Manager	Reporting To
Start Date	Date of Hire
Office Location	Location
Department	Department
Business Unit	Business Unit
Date of birth	Birthday
Employment Type	Employee Type
Employee ID	Employee ID
Ethnicity	Ethnicity

5. Sync employee accounts

Contact our support team to schedule user data syncs to keep employee accounts up-to-date in Engagedly. Syncs can run once daily, twice daily, or at a frequency you specify.

During each sync, Engagedly automatically:

• Adds new employees
• Updates existing employee records
• Blocks or dismisses employees as required
• Updates departments, job titles, and other mapping attributes

Employee details update automatically after every sync. You may also request our support team to stop syncing at any time.

6. Primary unique identifier

By default, email ID serves as the primary unique identifier for employees. If you prefer to use employee ID, contact our support team to update this setting.

7. Sync status and reports

Contact our support team to request the current sync status and detailed reports.

8. Troubleshooting

If the admin changes or the token becomes invalid, you must generate a new personal access token and share it with our support team to troubleshoot sync issues.