OrgChart Now Help Guide

Table of Contents

Namely Connector Configuration (Workbench)

Audience

Audience: Administrators Edition: Team

Overview

The Namely connector allows you to import data directly from your Namely account to your OrgChart Team account.

Obtain Namely API Key

In order to query data from Namely, you must obtain an API key from the Namely portal.

  1. Login to your administrator Namely account.

  2. Select the "API" option. If you do not have access, contact your Namely administrator.

    2020-10-06_16-29-43.png
  3. Under API, select Personal Access Tokens.

    2020-10-06_16-30-16.png
  4. Select New Access Token, create a name for the token, and then select Create.

    2020-10-06_16-30-34.png
  5. Copy and save your token.

Configure Namely Data in OrgChart

For this set of steps, you will need to have your API key ready.

  1. Login to your OrgChart account.

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

    2020-10-06_16-31-25.png
  3. Select Namely from the data connector list. Click the Configure button.

    2020-10-06_16-31-56.png
  4. Provide the following information for your configuration:

    2020-10-06_16-36-29.png

    Subdomain

    Provide the subdomain for your Namely account.

    e.g. The subdomain for orgchart.namely.com would be "orgchart".

    API Token

    Provide the key acquired in Obtain Namely API Key.

    Report ID

    Enter 0 for basic information pull.

    Including Photo Field

    Select to pull photo field from Namely data.

    Append Greenhouse ATS Data

    Select if using Greenhouse ATS to track vacancies with your org chart.

  5. Click OK. You can now use the Import Wizard to import your data from Namely and create an org chart.