OrgChart Now Help Guide

Table of Contents

Namely Connector Setup (Viewer)

Audience

Audience: Administrator Users Edition: Enterprise

Overview

Administrators can import data directly from Namely into their OrgChart account. The following article provides step-by-step instructions for configuring the Namely connector in OrgChart Viewer.

Setting up a Namely Connector in OrgChart Viewer

To configure the Namely Connector in OrgChart, administrators must have an API token. Reference the Namely Configuration article for more information.

  1. Log into your OrgChart account.

  2. Select More > Chart Settings.

  3. Click on the Excel icon underneath the Main Data Source heading (on the Chart Settings: Source page). The Connector list appears.

  4. Click on the Namely icon, and then click Select.

    Namely_Connector_List.png
  5. 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.

  6. Click Save. The Field Mapping Configuration Alert appears.

    LoadMappingAlert.png
  7. Click on Load Now.

  8. Click Save, and then click Refresh.