To enable syncing between your Pingboard and Namely, you’ll need Admin access in both systems.
Note: Making big changes to your data in Pingboard? Consider downloading an Everything Report before completing your setup. That report will serve as your account backup to revert to in case of any mapping accidents or surprises in your sync.
Follow these steps to set up the sync:
- Sign in to your Pingboard account.
- Select Admin and choose Add-Ons from the drop-down menu.
- Browse and choose Namely, then select Enable.
- On the next page, input your Namely subdomain in lowercase letters, then select Connect with Namely - If you are not logged into your Namely account, you will be prompted to log in.
- Once you’re logged in, select Allow to authorize Pingboard.
- Connect to finish the setup process.
After verification, you’ll be redirected to the Namely Sync settings page in Pingboard where you can configure additional options for your sync:
- Overwrite Fields in Pingboard - Automatically overwrite fields synced to Pingboard, such as Job Title, with each sync from Namely.
- Invite New Users - Automatically send email invites to new users when they’re synced from Namely.
Congrats! Your Namely integration setup is complete.
Tip: Pingboard uses the Email field as our unique identifier, so if you see any duplicates created in Pingboard after syncing, remove any that don't include an email address or have an email address that doesn't match what's in Namely.
Still need help? Let us know.