HRIS Integration
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      Integrate Namely with Engagedly

      Introduction

      Integrating Namely with Engagedly allows the admins to sync all the employees’ information, including custom field data, from Namely to the Engagedly platform. The integration enables the admins to sync data seamlessly, aiming to improve efficiency, streamline administrative workflows, and enhance functionality, ensuring accurate and timely exchange of employee information. Learn more in Overview of Integrations.

      Prerequisites for Integration

      Before mapping and syncing, you have to contact our support team and provide the Personal Access Token of Namely.

      Generate the access token on Namely

      1. Log in to your Namely account.
      2. Navigate to the profile icon at the top right.
      3. Select API from the drop-down menu.
      4. On the left pane, select New Access Token.
      5. Type the name as required and click Create to get the Personal Access Token.

      Once the Personal Access Token is generated, you have to share it with our support team along with the field mappings of the user fields between Namely and Engagedly as required. You can also sync the user’s profile photo.

      After successful integration, you will receive an email notification from our support team.

      Syncing Employee Accounts

      You can contact our support team to schedule the user data sync to keep up-to-date employees’ accounts on Engagedly. The user data sync can happen once a day, twice a day, or as per your requirements.


      On every user data sync, the following user details will be updated:

      • Adding new employees
      • Updating the existing employees’
      • Blocking or dismissing the employees
      • Editing the department, job titles, and other employee-related information available in the field mapping

      After every sync, the employees’ details are automatically updated on the Engagedly platform.

      You can contact our support team to stop syncing the employees’ details.

      Set up Primary Unique Identifier

      You can opt for the unique identifier as an employee ID or an employee’s email ID. By default, the email ID is the primary unique identifier. You can contact our support team if you want the employee ID as the primary unique identifier.

      Troubleshooting Syncing Issues

      If the admin is changed or a token is invalid, the new Personal Access Tokens must be generated on Namely and provided to our support team.