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Namely Integration


If you use Namely as your HRIS, you can configure Culture Amp to import all of your employee data directly. This data can then be used to select employees as survey participants and link demographic information to survey results for detailed analysis.

This is a one-way integration from Namely to Culture Amp. Changes made to employee data in Culture Amp will be overridden at the next sync. 

Configuring the Namely Report

Our integration uses the Reports object from the Namely API to pull your employee data into Culture Amp. You should produce a Custom Report in Namely that has your required fields. At a minimum you must include (column names shown in Blue):

  • Name: available in the report under the Add Column section. In the report this will appear as the Full Name column.
  • Email: available in the Add Column section.
  • User Status: available in the Add Column section.
  • Departure Date: available in the Add Column section.

WARNING: When you first create a report it will include the First Name and Last Name columns which you will need to remove in favor of using the Name field that we added earlier.

Please include the Employee Number field to populate Employee ID if you populate Employee Number within Namely. If you don't use this field in Namely, we'll simply use the Namely ID of each employee as the Employee ID within Culture Amp in order to match user records across syncs.

Optionally you can include Date of Birth (DOB) and Start Date (Start Date) which will be used for generating Age and Tenure Demographics. You can also include Language (Native Language) if you wish to set a preferred language for your employees. Please do not include the Language column as this will be read as a string of text and will not accurately set employees' preferred languages.

You can also include any other columns you wish to use as demographics such as Department, Gender, or Country.

Now you can grab the report identifier for your custom report. To get this, access your custom report as normal. In your browser location bar you'll see something like https://acme.namely.com/reports/123-1af2-4ha. The Report ID number we need is the 123-1af2-4ha at the end.

Creating a Personal Access Token

To access the report from Culture Amp, you'll need to create a Personal Access Token. To create your token:

  • Login to Namely as the user account that you wish to use for the key creation
  • Click on your Profile image in the top right corner of the window
  • Select API
  • Select Personal Access Tokens
  • Enter a token name into the text field and Select Create
  • Copy the value of the Personal Access Token created which will be in the form of 333e42ef58a08755f84aa4877399ca355639829d

NOTE: When creating this Personal Access Token, it's a good practice to do this from a user account that only has access to the data fields that you wish to sync with Culture Amp. You'll need to share the custom report with this user too. More information about the Personal Access Token is available in the Namely Developers Portal in the Permanent Access Tokens portion of the Authentication article (lefthand navigation).

Once you have the report configured, you can enter the Subdomain (you can find this in the web address when accessing Namely; It's the acme in, http://acme.namely.com), Personal Access Token and Report ID on the Integrations page.

Adding the Integration in Culture Amp

The integration can be configured in your account via the Integrations page under Account Administration.

In order to get the integration up and running, you will need four pieces of information from your Namely account and custom report:

  1. Subdomain
  2. Personal Access Token
  3. Report ID 
  4. Date Format

Screen_Shot_2017-05-10_at_10.08.35_am.png

You'll need to check your Namely account settings to confirm the date format for date fields in your Namely instance:

  • Login to Namely
  • Click on your Profile image in the top right corner of the window
  • Select Settings
  • Confirm the date format set on your account

Screen_Shot_2017-05-10_at_10.48.45_am.png

In Culture Amp, make sure the Date Format drop-down list on the Integrations page under Account Administration matches the appropriate date format you use in Namely. For example, if you use ISO 8601 (year/mm/dd) in Namely, set the Date Format to the same value in Culture Amp.

Syncing your user data

Once you've set up the Namely integration, you're now able to sync your user data into Culture Amp which you can do from the Users page of your Account Administration.

Click on Import Users, then Sync.

Depending on the number of employees you have, this sync could take anywhere from a couple of seconds to a minute or two. 

From here, Culture Amp will step you through the same verification process as if you were uploading users via the Import Users process. If you'd like a refresher on the Import Users process, please click here.

Handling of inactive employees

All active employees will be imported. If an employee has a Termination Date, or a Status of Inactive, they will be made inactive in Culture Amp. Any inactive Namely employees that don't exist in Culture Amp, or exist as inactive in Culture Amp are ignored during the sync.

The Namely sync logic will not cater for the following scenarios as inactive users are ignored during the sync:

  1. An employee was deactivated with an incorrect termination date and the date was later corrected in Namely
  2. The employee was deactivated with incorrect demographics and the demographics were later corrected in Namely

In these situations, the employee in Culture Amp will need to be re-activated, have their data corrected, and deactivated again. Alternatively, the employee in Culture Amp can be re-activated, then a Namely sync can be done to update the data and deactivate the employee.

NOTE: Please contact support@cultureamp.com if you wish to activate this integration. 



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