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Human resources · Two-way sync platform

Namely integration.

Connect your Namely workflow to the systems your business runs on. Work with a Stacksync engineer to confirm the connection and required operations, starting with Groups and Events.

  • Review your systems with an integration engineer
  • Get a scoped implementation and validation plan

Adopted by fast-scaling companies moving mission-critical data in real time

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Record types

Namely records to discuss.

These Namely record examples help scope a technical review. They are not a list of verified Stacksync operations.

Profiles
Identify this record type and the operation you need to review with Stacksync.
Job Titles
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Job Tiers
Identify this record type and the operation you need to review with Stacksync.
See 3 more record examples
Groups
Keep group IDs and membership relationships separately from group names.
Teams
Identify this record type and the operation you need to review with Stacksync.
Reports
Identify this record type and the operation you need to review with Stacksync.
Connection setup

Namely connection requirements.

Review Namely access and the operations your workflow needs with Stacksync. The vendor API reference below can help your administrator prepare for that discussion.

Prepare access and scope for the engineering review
  • Identify the Namely account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Namely, including read/write support, authentication, and initial-load limits.

Integration design

Match records and fields for your Namely integration.

Separate a person from employment records, assignments, and candidate applications. Decide how future-dated changes, transfers, and rehires reach downstream applications.

Use these design questions to prepare a representative record and the business rules your integration must preserve.

Explore record matching and field-mapping checks
NamelySource record IDKeep the account and record type
Record matchingSource ID ↔ destination IDLink the same record across systems
Selected destinationDestination record IDPreserve its local key and rules
Conceptual identity model. Keep source and destination IDs linked so an update reaches the right record. Confirm the supported sync direction separately.
Match the same record in both systems
Keep group IDs and membership relationships separately from group names.
Load related records in the right order
Resolve user and tenant identities before membership changes.

Mapping checks by record type

Groups

Confirm object support with Stacksync

Identity
Keep group IDs and membership relationships separately from group names.
Fields to consider
Source group ID · Member references · Tenant reference · Group type
Related records to resolve first
Resolve user and tenant identities before membership changes.
Test before going live
Test removed membership, nested groups, and equal group names in different tenants.

Events

Confirm object support with Stacksync

Identity
Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key.
Fields to consider
Source event ID · Event type · Occurred-at time · Related record ID · Payload version
Related records to resolve first
Resolve the related customer, user, or transaction identity without assuming the event ID is the entity ID.
Test before going live
Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.

Download the field-mapping workbook (CSV) to capture the actual API fields, matching keys, owners, and test results. Use it as you build with your team or a Stacksync engineer.

Setup and validation

Validate the Namely integration in four steps.

A future-dated change takes effect at the agreed time; a rehire links to the correct person without duplicating their employment history.

View the four setup tests and expected results

  1. Confirm the intended Namely account and grant

    After confirming an implementation path, validate the selected access method with the intended account and environment. Check that the authorizing user can grant access to the selected objects; test reauthorization without changing the mapped record identity.

    Expected result: The connection reaches the intended account, and the integration owner can renew or revoke the grant through the agreed procedure.

  2. Test record matching for Groups

    Using the implementation established in the compatibility review, preserve the selected source ID and resolve the required references. Test removed membership, nested groups, and equal group names in different tenants.

    Expected result: A future-dated change takes effect at the agreed time; a rehire links to the correct person without duplicating their employment history.

  3. Test the operation your workflow needs

    Review one Namely record with a Stacksync engineer. Confirm how it should reach the other system, how often it must update, and whether your workflow needs reads, creates, or updates. Test those operations before expanding the integration.

    Expected result: The selected operation is confirmed, addresses the intended record, and exposes rejected values for repair.

  4. Test recovery and name the support owner

    For the confirmed implementation, interrupt a non-production transfer and restore access. Establish whether recovery uses the current source state or a stored historical event, and verify that repeated delivery preserves record identity.

    Expected result: The records have the expected current values, repeated delivery creates no duplicate business record, and your team knows who handles unresolved errors.

Use the production-readiness checklist to record test results, assign support owners, and agree on when to go live.

Troubleshooting

Troubleshoot your Namely integration.

Diagnose record matching, delayed changes, and rejected operations
A Namely record appears under the wrong destination record
Keep group IDs and membership relationships separately from group names. Resolve user and tenant identities before membership changes. Repair the ID relationship before repeating the operation.
The first load looks correct but later results differ
Confirm the selected Namely implementation’s change-detection method for Groups and Events. Compare later changes with the original source rather than using a successful initial copy as evidence of ongoing capture.
One operation succeeds while another is rejected
Check the specific Namely object, field permissions, required references, and allowed operation. A successful read does not establish that a create, update, deletion, or business action is available.

Review retry, replay, and recovery behavior before repeating an operation that may already have succeeded.

Review your Namely workflow with an engineer

Namely integration guides

FAQ

Namely connector FAQ

How should I plan an integration with Namely?

Separate a person from employment records, assignments, and candidate applications. Decide how future-dated changes, transfers, and rehires reach downstream applications. Confirm the connection and read/write operations with Stacksync. Start with one workflow, agree on which fields each system owns, then test initial data, later changes, and recovery before expanding.

Can the Namely connector write changes back?

Write-back support is not established for this connection. Review the Namely records and fields you need with a Stacksync engineer, then test the required operation with a representative record.

Which identifiers should I preserve for Namely data?

Keep group IDs and membership relationships separately from group names.

Which related records should I load first for Namely?

Resolve user and tenant identities before membership changes.

How do I validate Namely changes after the initial load?

Test removed membership, nested groups, and equal group names in different tenants. A future-dated change takes effect at the agreed time; a rehire links to the correct person without duplicating their employment history.

What will we cover in a Namely integration demo?

Start with one workflow and a sample record from Groups and Events. We can review how to identify the record, connect related data, set the update direction, and test recovery. Include the person who owns the source system and anyone who will maintain the integration; you do not need a finished requirements document.

Explore Namely connections

Choose the other system in your workflow. Each guide explains the connection options, available operations, field mapping, and setup checks for that pair.

151 integration guides

CRM · 31

ERP · 24

Database · 12

Data warehouse · 8

Business productivity · 31

Accounting and finance · 13

AI · 4

Analytics · 6

Human resources · 12

Security and identity · 6

Storage · 4

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As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

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