How do I connect Compaas to Namely?

Compaas works best with a login to Namely so that we can pull your organizational information (what job tiers mean to you) to help us organize employee information. But we also work with a Namely API key.

The first step is to create a Namely account that is for integration access, possibly specific just to Compaas. Creating API keys associated with an employee account is a little more fragile in case that employee access changes in the future.

Then from that integration access account, open the user icon:

Choose API

then find the Personal Access Tokens tab:

Choose a name for the access token, and press the Create button

The result of that will be an access token that will only be shown once. Copy and paste it to a private note before doing anything else!

In Compaas, navigate to Data Setup (in the upper right-hand corner menu) and choose "Add New Credentials". Enter the Namely API key as the password for a new credential:

That's it. Let us know, so we can check it out and confirm that it works!