Can you integrate Namely with SQL Server?

Explore a Namely and SQL Server integration with a Stacksync engineer. Stacksync support for Namely is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

Can Namely and SQL Server sync in both directions?

Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.

What should be ready before the Namely and SQL Server initial load?

Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the Namely account, edition, environment, and business objects the integration must access. Use a single generated primary key per table and grant the Stacksync user the required table access. Use the pair worksheet to record ownership and acceptance criteria.

How fast does the Namely to SQL Server sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.

How do I map Namely fields to SQL Server?

Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.

What should I do if a record fails to sync?

Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.

What does a Namely and SQL Server integration cost?

Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.

Which records should the Namely and SQL Server pilot start with?

Start by reviewing Events in Namely and Proposed event or activity table in SQL Server (choose its name) in SQL Server. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.

Human resources / Database · Two-way sync platform

Namely and SQL Server integration

Plan how Namely and SQL Server should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

Scope your workflow with an integration engineer
Review the systems, records, and updates you need

Integration planning

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Namely

SQL Server

Review the integration scope

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Proposed workflow

Event or activity reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Namely Events or the proposed event or activity table in SQL Server needs a defined result in the other system.

Start with Namely Events and the proposed event or activity table in SQL Server. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the related customer, user, or transaction identity without assuming the event ID is the entity ID.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyDeliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Namely and SQL Server
Namely record	SQL Server record	Record matching	Field ownership
EventsProposed record; confirm Stacksync object support.Reporting dataset	Proposed event or activity tableProposed table; choose its name and schema.	Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key.	Decide whether the destination stores an immutable history or only a current-state summary.
GroupsProposed record; confirm Stacksync object support.Reporting dataset	Proposed group or membership tableProposed table; choose its name and schema.	Keep group IDs and membership relationships separately from group names.	The access owner controls membership; reporting a group is different from granting its permissions.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Namely

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Profiles Job Titles Job Tiers Groups Teams Reports	Confirm support for this record type and the direction you need.

Discuss Namely requirements

SQL Server

Read and write support varies by record

Record types covered in the setup guide

Record types	Coverage and requirements
Tables	See connector requirements. Confirm field permissions and sync direction.

Read the SQL Server connector guide

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits

Connection requirement	Namely	SQL Server
Integration interface	REST API (JSON over HTTPS)	SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication	Confirm the credentials, API plan, and permissions required for Namely.	Database credentials entered as a connection string or as parameters
Change detection	Confirm how Stacksync detects changes for this connector and the objects you need.	Native SQL Server CDC captures changes after an administrator enables CDC and creates the Stacksync wrapper procedures.
Read access	Confirm with Stacksync	Available for supported records
Write access	Confirm with Stacksync	Available for supported records

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH

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:

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Namely

Integration interface: REST API (JSON over HTTPS)
Authentication: Confirm the credentials, API plan, and permissions required for Namely.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Setup requirements

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.

Limitations to check

Confirm Stacksync support for Namely and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

SQL Server

Integration interface: SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication: Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection: Native SQL Server CDC captures changes after an administrator enables CDC and creates the Stacksync wrapper procedures.
Read access: Available for supported records
Write access: Available for supported records

Setup requirements

Use a single generated primary key per table and grant the Stacksync user the required table access.
Have a DBA run the one-time CDC setup script and grant execution on its wrapper procedures. Verify SQL Server Agent where the deployment requires it.

Limitations to check

Composite keys are unsupported. Schema, table, and column renames require updating the sync configuration.

Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

SQL Server setup guide

Prepare Namely and SQL Server access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Namely setup checklist

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.

SQL Server setup checklist

Use a single generated primary key per table and grant the Stacksync user the required table access.
Have a DBA run the one-time CDC setup script and grant execution on its wrapper procedures. Verify SQL Server Agent where the deployment requires it.

Setup guides: Authorize SQL Server

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Namely and SQL Server planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Reporting dataset

Events / Proposed event or activity table in SQL Server (choose its name)

Plan a event or activity dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Namely: Object support to establish
SQL Server: Your database schema
Record identity: Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key.
Field ownership: Decide whether the destination stores an immutable history or only a current-state summary.

Fields to include

Source event ID
Event type
Occurred-at time
Related record ID
Payload version

Record dependencies: Resolve the related customer, user, or transaction identity without assuming the event ID is the entity ID.
Validation: Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.
Recovery: Identify side effects already completed before replaying an event; use the agreed deduplication key.

Reporting dataset

Groups / Proposed group or membership table in SQL Server (choose its name)

Plan a group or membership dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Namely: Object support to establish
SQL Server: Your database schema
Record identity: Keep group IDs and membership relationships separately from group names.
Field ownership: The access owner controls membership; reporting a group is different from granting its permissions.

Fields to include

Source group ID
Member references
Tenant reference
Group type

Record dependencies: Resolve user and tenant identities before membership changes.
Validation: Test removed membership, nested groups, and equal group names in different tenants.
Recovery: Recompute the approved membership delta before retrying; do not replay an outdated access grant.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Events / Proposed event or activity table in SQL Server (choose its name) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit: Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility: Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose: Check record matching: Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit: A vendor-built integration may fit if it supports your Namely and SQL Server record types.
Operating responsibility: Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose: First check whether either vendor offers this integration. If available, verify Events / Proposed event or activity table in SQL Server (choose its name), update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider when Namely and SQL Server need a transformation, approval, or action outside a direct record sync.
Operating responsibility: Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose: Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit: Consider for a one-time Namely / SQL Server migration or a reporting need with an explicit freshness window.
Operating responsibility: Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose: Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Event or activity reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Events or Proposed event or activity table in SQL Server (choose its name) record needs a defined result in the other system.

Start with Namely Events and SQL Server Proposed event or activity table in SQL Server (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the related customer, user, or transaction identity without assuming the event ID is the entity ID.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.

If it fails: Identify side effects already completed before replaying an event; use the agreed deduplication key.

Group or membership reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Groups or Proposed group or membership table in SQL Server (choose its name) record needs a defined result in the other system.

Start with Namely Groups and SQL Server Proposed group or membership table in SQL Server (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve user and tenant identities before membership changes.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test removed membership, nested groups, and equal group names in different tenants.

If it fails: Recompute the approved membership delta before retrying; do not replay an outdated access grant.

Worker lifecycle planning for Namely and SQL Server

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A worker joins, moves, or leaves in Namely; a downstream process in SQL Server needs the approved context.

Identify the worker and employment record represented by Groups or Teams. Retain effective dates and organizational scope.
Determine what a selected destination dataset represents: an operational task, a user identity, or a reporting row. Define a relationship; do not map these records as if they were the employee itself.
Require the process owner to approve any access, payroll, or account action and assign an exception owner.

Expected result: Rehires and concurrent assignments keep distinct employment context; delayed updates do not reverse a newer effective state.

If it fails: Inspect employment identity and effective dates before retrying the downstream action.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Events / Proposed event or activity table in SQL Server (choose its name)

Test case

Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.

Expected result

The expected event or activity relationship is preserved with no duplicate action or unintended write.

Groups / Proposed group or membership table in SQL Server (choose its name)

Test case

Test removed membership, nested groups, and equal group names in different tenants.

Expected result

The expected group or membership relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated event or activity change

Investigate

Inspect Namely Events and SQL Server Proposed event or activity table in SQL Server (choose its name), their IDs, and the destination error.

Next action

Identify side effects already completed before replaying an event; use the agreed deduplication key.

Rejected or repeated group or membership change

Investigate

Inspect Namely Groups and SQL Server Proposed group or membership table in SQL Server (choose its name), their IDs, and the destination error.

Next action

Recompute the approved membership delta before retrying; do not replay an outdated access grant.

A record type or update is unavailable

Investigate

Check the Namely and SQL Server connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Namely and SQL Server

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Namely SQL Server Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in SQL Server.

SQL Server Namely Direction requires confirmation

Detect changesNative SQL Server CDC captures changes after an administrator enables CDC and creates the Stacksync wrapper procedures.

Apply updatesConfirm that Stacksync can create or update the records you need in Namely.

Update timing and record limits

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
Review write-back, deletion handling, update timing, and account limits with the integration team.

FAQ