Integration with Namely

In this guide you will complete the following steps:

  1. Configure Namely
  2. Export Employees to Namely
  3. Import Employees from Namely
  4. Export/Import Data
  5. Synchronize Employees
    1. Configure Namely
      1. To get started, Login to your Namely Account.
      2. Click on "API Keys" and load API Keys Page as shown in the image.
      3. Click on "Add a new key" button to add Key.
      4. Key will be populated in the "Valid API Keys" table.
      5. Load Namely page in SimplePay (Add-Ons >> Namely)
        1. Enter Namely company URL
        2. Copy API key as shown in above image and paste in SimplePay (Add-Ons >> Namely)
      6. Press Save Settings Button.
      7. After settings are saved, you can Export / Import employees to/from Namely.
    2. Export Employees to Namely
      1. Press Export Employees button, it will export all employees created in SimplePay to Namely.
      2. In Namely load Dashboard to view imported employees.
      3. After exporting, any updates made in SimplePay Employee page will automatically be updated in Namely .
    3. Import Employees from Namely
      1. Press Import Employees button, it will populate employees list in SimplePay.
      2. User can select which employees are to be imported in SimplePay
      3. Data can also be updated before importing employees in SimplePay
    4. Export/Import Data
      1. Data in following fields will be exported/imported between SimplePay and Namely

        First Name, Last Name, Email, Address, City, Province, Post Code, Phone (Res), Phone (Cell), Gender, Date Of Birth, Date of Hire, Date of Termination, Department, Designation.

    5. Synchronize Employees
      1. SimplePay provides option, to synchronize data for employees which have been updated in Namely.
        1. Employees for which data has been updated in Namely, will be listed under Synchronize Employees panel.
        2. User can press Synchronize Employees button to update employee data in SimplePay.
    6. NOTE: Employee ID,Given Name,Last Name,Address,City,Province,Post Code,Phone,Department and Designation will be synchronized.
      Employee Status will not be synchronized.