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      Integrate Namely with Engagedly

      Table of contents

      1. Introduction
      2. Generate access token
      3. Sync employee accounts
      4. Set up identifier
      5. Troubleshoot sync issues

      1. 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

      Before mapping and syncing, you must contact our support team and provide the personal access token of Namely.

      2. Generate access token

      1. Log in to your Namely account.
      2. Navigate to the profile icon at the top right.
      3. Select API from the drop-down.
      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 must share it with our support team along with the user field mappings between Namely and Engagedly. You can also sync the user’s profile photo.

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

      3. Sync employee accounts

      You can contact our support team to schedule the user data sync to keep employees’ accounts on Engagedly up-to-date. 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.

      4. Set up 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 to set the employee ID as the primary unique identifier.

      5. Troubleshoot sync issues

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