Set up the Namely Sync

To enable syncing between your Pingboard and Namely, you’ll need Admin access in both systems.

Follow these steps to set up the sync:

  1. Click Admin and select Add-Ons from the drop-down menu
  2. Click Browse and select Namely, then click Enable
  3. On the next page, input your Namely subdomain, then click Connect with Namely - If you are not logged into your Namely account, you will be prompted to log in

    Namely Setup 1.png
  4. Once you’re logged in, click Allow to authorize Pingboard
  5. Click 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:

Screen_Shot_2019-08-01_at_4.12.40_PM.png

  • Overwrite Fields in Pingboard - Select this option to automatically overwrite data in 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.