OrgChart Now Help Guide

Table of Contents

Namely Connector (Workbench)


Audience: Administrator Users Edition: Team


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.

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

  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 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.

  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.