Namely is one of the most popular HR packages for small & medium-sized businesses. Our integration makes it easy to automatically or manually export candidates from Breezy and create them as employees in Namely.
HRIS integrations are available to customers on Business and Pro plans. You’ll need to have an account with Namely before enabling the integration. |
In this article:
How to enable the Namely integration
In order to connect Breezy with Namely, you’ll need to start in your Namely account.
In Namely
Click the face icon at the top of the window.
Click API on the dropdown.
Click Personal Access Tokens near the center of the window.
Enter a name for your connection, like “Breezy”.
Click Create.
Copy the code shown under Your Personal Access Token for the next step, back in Breezy.
In Breezy
You’ll need Admin permission to finish the connection in your Breezy recruiting preferences.
Click the gear icon ⚙️ in the left sidebar.
Hover over Recruiting Preferences and click Integrations.
Scroll to Employee Management (HRIS).
Click Settings under Namely HRIS.
Enter your Namely subdomain.
Enter the Personal Access Token from your Namely API settings.
Choose whether to add candidates to Namely HRIS or Namely Onboarding.
Click Save Changes.
Once your Namely integration is enabled, you can use it to move candidates to Namely in a couple of different ways:
Manually from any candidate profile
Automatically with stage actions
💡 Tip: Find your Namely subdomain
Your Namely subdomain is in the first section of the URL you use with your Namely account.
For example, if your Namely URL was https://acme.namely.com your subdomain would be “acme”.
How to add a new employee to Namely manually
Once a candidate is moved to the Hired stage, you can manually add them to your Namely account.
Open the candidate's profile in Breezy.
Click Add to Namely in the top-right corner of the window.
The candidate will be added to your Namely account and Namely will appear in the candidate details section under Added to.
How to add new employees to Namely automatically
You can automatically add candidates to Namely with stage actions.
To set up the stage action:
Open the pipeline view of the correct position.
Click the settings menu (three dots) for the stage where you want to set the action.
Select Edit Stage Actions in the dropdown.
Click the dropdown for Available Stage Actions and select Add to Namely.
Click + Add.
Click Save Changes.
Now, any candidate that reaches the stage will automatically be added to your Namely account.
Supported fields
As part of the integration with Namely, the following candidate properties are supported:
First Name
Last Name
Email Address
Resume
Profile photo
Gender (EEO)
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