Namely is an all-in-one HR, employee benefits, and payroll solution with a mission to help your company build a better workplace. By integrating Namely with your 15Five instance, you can import and manage your team with ease, saving time and ensuring consistency across platforms.
What you’ll find in this article:
- Integration capabilities
- How to set up the integration
- Syncing options
- How to run a manual sync from Namely > 15Five
- How to set up a filter
- How to disconnect the integration
- Troubleshooting and FAQs
Access and availability
⛔️ Required access to integration settings.
👥 This article is relevant to 15Five Account admins who also have administrator permissions in Namely.
📦 This feature is available in all pricing packages.
Integration capabilities
The Namely > 15Five integration allows you to complete the following actions:
- Import and update employee information, including management structure
- Exclude employees by department, location, or email
- first & last names (first not synced if preferred is set)
- preferred name if set (syncs to first name field in 15Five)
- title
- employee id
- location field
- reviewer email
- department (department in Namely = group in 15Five)
- user status
- start date (start_date in Namely = hire_date_ts in 15Five)
- phone number (mobile_phone in Namely = phone1 in 15Five)
- gender (gender in Namely = gender in 15Five)
- birth date (dob in Namely = birth_date in 15Five)
- ethnicity (ethnicity in Namely = ethnicity in 15Five)
- salary (yearly_amount in Namely = salary in 15Five)
Set up the integration
Note
If there are specific people or groups that you do not want to sync from Namely to 15Five, contact our Support Team before your first import and we can set up a filter to exclude those people.
- Click on the Settings gear in the top right-hand corner of 15Five.
- Select 'Integrations' from the dropdown menu.
- Click Enable to the right of the Namely option.
- Enter your Namely subdomain into 15Five, then click Authenticate.
Note
If you need help finding your subdomain, log into Namely and look at the first part of the URL. For example, in the URL http://www.yourwebsite.namely.com, your organization's subdomain would be yourwebsite.
- Allow 15Five to log in with your Namely account.
- The page will reload and ask you to authenticate the integration on Namely’s end. If you are not already logged in, you will need to log in. Only people who have administrator permissions in Namely will be able to set up the integration with 15Five.
- Choose your desired settings using the 'Update integration settings' section.
- Sync types: Confirm if you want manual or automatic syncs. Manual syncs will only sync Namely when an admin manually starts the sync in 15Five. Automatic syncs are done every day. It is recommended that you first select ‘manual sync’ to confirm the first import in 15Five, as if you select ‘Automatic sync’ and then Save the sync will start automatically.
-
Email Invite: Confirm if you want an email invitation to go out and customize. If you are using SSO, there isn’t a need for this invite since they just have to log in using SSO to activate their account with 15Five. However, if you are not using SSO they will need to set up their password and activate their account via this email invitation.
Note
Ensure that the invite details setting on your Company Settings page doesn't conflict with your selection here. If that setting is OFF in your company settings, invites will not go out to new users even if email invites are enabled in Namely integration settings.
- Double-check that your settings are accurate, then click Save.
Sync data from Namely to 15Five
You have two options when it comes to syncing employee data from Namely to 15Five: automatic and manual. You can choose either of these options on the Namely integration settings page in 15Five.
If you select the automatic option, any changes made in Namely will automatically sync to 15Five every day beginning at 22:04 UTC. You also have the option to run a manual sync one-off if you'd like for changes made off-cadence to be synced to 15Five immediately. If a sync fails, 15Five account admins will receive an email notification informing them that action needs to be taken.
If you opt to only sync manually, changes made to employee data in Namely will not be reflected in 15Five until a 15Five account admin runs a manual sync.
Run a manual sync
Note
You can instigate one-off manual syncs even if you are set to automatically sync.
- Start a manual sync by selecting the Start sync orange button on the Namely integration settings page in 15Five. Your sync will begin immediately, and larger imports may take several minutes.
- Once your sync is complete, you will see an overview of all the information that will be pulled into 15Five. If you need to make a change in Namely before syncing information, make those changes and then click Re-run import.
- Click Start Namely import to approve the sync. Again, this could take several minutes depending on the size of the import.
- Upon import completion, you will see a confirmation screen that shows how many users were created and/or updated. Errors, such as employees without emails, will show up on this screen as well.
Filter options
By default, Namely will import all users that the API key can access. However, filters allow you to exclude specific people or groups that you do not want to sync from Namely to 15Five. To set up a filter, please contact our Support Team and include information about the filters you'd like to set up.
Available exclusion filters are:
- Location
- Department
- Email address
Disconnect the integration
If at any time you wish to disable the Namely integration, a 15Five account admin can do so by following the steps below.
- Click on the Settings gear in the top right-hand corner of 15Five.
- Select 'Integrations' from the dropdown menu.
- Click Manage to the right of the Namely option.
- Scroll to the bottom of the Namely integration settings page and click Disable Namely.
Troubleshooting and FAQs
Yes, we suggest doing a manual sync before turning on the automatic sync option. You will do this through the Integrations page on your 15Five account. Click on Enable and set up the integration. For the first import, leave the automatic sync checkbox unchecked. Leaving this box unchecked allows you to do a manual sync first. There is a preview step before finishing the sync—so don't worry about clicking manual sync as the import will not start right away. After reviewing the import details, you can choose to finish the sync or cancel if things are incorrect. After the first manual sync, feel free to check the automatic sync box for future syncs.
The automatic Namely syncs kick-off at 22:04 UTC and will sync for all customers one by one. We can not control when an individual company's sync will actually run. There is an email sent to all account admins after a Namely sync. The email will summarize the new accounts created, accounts updated, and accounts deactivated.
No. Syncing vacations is not currently available with Namely.
Yes. If preferred name is set in Namely, it will sync to the firstName field in 15Five.
Not at this time. However, you can use filters to help manage this by creating a department or location that signifies employees you do not want syncing to 15Five yet.
The reason you may see those users is that in a full sync we scan their entire roster for updates and those are made once the sync is completed. As long as the email addresses match the ones that are in 15Five already a new profile will not be created.
At this time there isn’t a way to do this in-app. Please reach out to our Support Team, who can help by deleting the old invites so you can change invite settings and re-invite new users.
The most common reason for this is that the employee that is not syncing was created manually in 15Five before the Namely integration was configured. This can cause issues with the syncs in the future. Reach out to our Support Team and we'll be happy to look into this for you.