Namely to Excel

Automatically Export & Sync Namely Data to Excel

Namely
a black arrow pointing to the right
Excel
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

Profiles

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Namely.

If you only need to export your data one time, check the website of Namely to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Namely.
Namely is a United States-based human resources software company, founded in Greenpoint, Brooklyn on January 17, 2012
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Desktop clients like OneDrive or Dropbox can sync flat files directly to the desktop.

File Formats

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Namely from the Data Source dropdown and Excel from the Data Destination dropdown.

Step 2

Authorize Namely with your credentials using the Basic Authentication flow.

Step 3

Authorize Excel with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 1 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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