Overview

To authenticate with Namely (PAT), you need:

1. Company Name - Your company name, used to uniquely identify and access your organization’s Namely instance.
2. Personal Access Token - A key that grants secure access to the API, enabling authorized applications to interact with Namely resources and services.

This guide will walk you through finding your Company Name and generating your Personal Access Token within Namely.

Prerequisites:

• You must have an account with Namely.
• You must have access to the API menu in your Namely account. If you don’t see it, contact your Namely administrator or client success manager to obtain the necessary permissions.

Instructions:

Step 1: Finding Your Company Name

1. Log in to your Namely instance.

• Look at the URL in your browser’s address bar. Your Company Name is the text after https:// and before .namely.com. For example, if the URL in your address bar is https://example.namely.com, your Company Name is example.

Step 2: Generating Your Personal Access Token

1. Log in to your Namely instance.
2. Click the Admin dropdown and select API.
3. Click the Personal Access Tokens tab, select New Access Token, enter a unique name, and click Create.
4. Your Personal Access Token will be generated for you.

Step 3: Enter credentials in the Connect UI

Once you have your Company Name and Personal Access Token:

1. Open the form where you need to authenticate with Namely (PAT).
2. Enter your Company Name and Personal Access Token in their designated fields.
3. Submit the form, and you should be successfully authenticated.

Baseline Fields that will be Synced:

• Baseline fields are the standard fields across all HRIS integrations. This helps with demographic charts, exit surveys, and pushing data back accurately.
• exception: any field with pay or salary info will NOT be pulled in and is excluded.

Namely Specific Fields