Namely Connector Setup
Audience
Audience: Administrators
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.
Setting up a Namely Connector
To configure the Namely Connector in OrgChart, administrators must have an API token. Reference the Namely Configuration article for more information.
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Log in to OrgChart.
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Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.
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Click on the Chart Settings tile. The Source panel is displayed.
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Click on the
under the Main Data Source heading. The list of Main Data Source connectors is displayed.
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Click on the Namely icon, and then click Select.
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Enter the following information into the corresponding text boxes:
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Subdomain - The first part of the URL used to access your Namely Portal. For example, the subdomain for orgchart.namely.com would be orgchart.
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API Token - The personal API Token generated while configuring the Namely connector.
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Click Save, and then Refresh.