The Namely - Acumatica quickstart integration template (NA | EU) lets you integrate your Namely profiles with Acumatica employees for integrated data. The integration template comprises a set of pre-built integration flows. This flow helps you add profiles from Namely to Acumatica.
Contents
- Supported integration flows
- Gather your credentials
- Install the Namely – Acumatica template
- Configure the Namely – Acumatica flows
Supported integration flows
The Celigo quickstart bundle contains workflows you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.
Namely to Acumatica
Flow: Namely profiles to Acumatica employees.
Gather your credentials
Keep your Namely and Acumatica account credentials ready:
-
Namely – verify APIs and Authorization
- Before you set up a Namely connection below, ensure that you have the API and authentication details for your Namely app.
- Refer to the Namely help documentation to learn more about APIs and Authorization.
-
Acumatica – verify APIs and Authorization
- Before you set up a Acumatica connection below, ensure that you have the API and authentication details for your Acumatica app.
- Refer to the Acumatica help documentation to learn more about APIs and Authorization.
Install the Namely – Acumatica template
- From the Acumatica Marketplace options, select the Namely template and click Install.
- Review the template’s contents and ReadMe and click Install now to begin.
- Install the template.
Configure the Namely – Acumatica flows
Additional record mapping is required to integrate the template’s exports and imports with your Google Ads and Acumatica apps.
Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then, run or schedule each flow.
Namely profiles to Acumatica employees
When a profile is created or modified in Namely, this integration flow exports those profiles from Namely and imports the profiles into Acumatica as new employees. The Acumatica employee’s ID is written back to Namely as well.
Setup instructions
- Configure the hard-coded mappings in the Import Acumatica employees step.
Import Acumatica employees (supervisors)
| Destination record | Source record |
|
ContactInfo |
|
|
Address |
|
|
Country |
$.supData.mailing.country_id |
|
State |
$.supData.mailing.state_id |
|
AddressLine1 |
$.supData.mailing.address1 |
| AddressLine2 | $.supData.mailing.address2 |
| PostalCode | $.supData.mailing.zip |
| $.supData.email | |
| FirstName | $.supData.first_name |
|
LastName |
$.supData.last_name |
|
Status |
$.supData.user_status |
|
EmployeeID |
$.supData.employee_id |
|
EmployeeSettings.DepartmentID.value |
"FINANCE" |
|
EmployeeRefNbr |
$.supData.id |
|
EmployeeClass |
"EMPSTAND" |
Import Acumatica employees
| Destination record | Source record |
|
ContactInfo |
|
|
Address |
|
|
Country |
$.mailing.country_id |
|
State |
$.mailing.state_id |
|
AddressLine1 |
$.mailing.address1 |
| AddressLine2 | $.mailing.address2 |
| PostalCode | $.mailing.zip |
| FirstName | $.first_name |
|
LastName |
$.last_name |
|
Status |
$.supData.user_status |
|
EmployeeID |
$.supData.employee_id |
|
EmployeeSettings.DepartmentID.value |
"FINANCE" |
| EmployeeRefNbr |
$.id |
|
EmployeeClass |
"EMPSTAND" |
|
ReportsTo |
$.supervisorId |
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