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Namely Integration

Noga Tubi
Noga Tubi
  • Updated
Set up Namely integration and get all the insights in Torii's dashboard

Overview

Torii integrates with Namely and syncs: Users list - All employees with company email, Roles, Status & License

Note, Torii can support multiple accounts

Prerequisite

  • Make sure you have Namely account and admin user

  • To connect Torii to Namely you will be required to get the following from Namely:
    Subdomain ( 1 ) and Personal Access Token (2)

Get Subdomain and Personal Access Token

  1. Get the Subdomain from the URL of your Namely account (example: https://subdomain.namely.com)

  2. Get the Personal Access Token from your admin account - Get the full instructions from the Intercom website - Authentication

  3. After clicking on API, you will see a tab for OAuth Applications and a tab for Personal Access Tokens you need to get the Personal Access Token

Connect Namely integration to Torii

  1. Go to the Integrations page and select the Namely tile

  2. Click Connect to Namely

  3. In the Connect Namely box enter the Subdomain and the Personal Access Token

  4. Click Connect

Update the User Lifecycle settings

Now, in order to make sure you get the user lifecycle information in Torii, define Namely as your Human resource management system.

  1. Under Settings >> User Lifecycle, click the Edit button to review the options.

  2. Select Namely

  3. In case Namely is your only source for user management, make sure to
    uncheck Azure and Google workspace

  4. Click Preview changes

  5. Apply changes

On the next scheduled sync, the user's statuses will be reflected in Torii

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