OrgChart Now Help Guide

Table of Contents

Namely Connector (Workbench)

Audience

Audience: Administrator Users Edition: Team

Overview

OrgChart Now directly connects to Namely. The following article provides step-by-step instructions for setting up a Namely connector in OrgChart Workbench. Reference the Namely Connector Setup (Viewer) article for more information on setting up a Namely connector in OrgChart Viewer.

Setting up a Namely connector
  1. Log into OrgChart Workbench.

  2. Go to the Home Ribbon and then select the Import icon.

    Workbench_Import_Highlight.png
  3. Select the Namely icon from the list of available connectors, and then click Configure.

    Namely_Connector_List_WORKBENCH.png
  4. Enter the following information into the corresponding text boxes:

    • Subdomain - The first part of the URL used to access your Namely Portal. For example, the subdomain for orgchart.namely.com would be orgchart.

    • API Token - The personal API Token generated while configuring the Namely connector.

    • Report ID - Enter 0 in this field.

    • Include Photo Field - Check to pull the photo field from your Namely data.

    • Append Greenhouse ATS Data - Check to append Greenhouse ATS Data. You will still need to configure this append connector. Reference the Greenhouse Setup (Workbench) article for more information.

    2020-10-06_16-36-29.png
  5. Click OK.

  6. Select Import (on connector panel). Follow along with the Import Wizard to begin building a chart generated from your Namely data.