Prerequisites
Please ensure you are an Administrator in your company's Namely instance. You can validate this by checking if you can see the ‘Admin’ dropdown at the top of your Namely homepage, and see the ‘API’ tab.
If you are not an Administrator please reach out to your company’s Namely administrator who will be able to assign you this role or alternatively complete the integration themselves.
Step by Step Instructions
In the Ravio onboarding flow, enter your Namely domain. This can be found in your Namely URL.
For example, if your Namely URL is https://ravioexample.namely.com your domain is ‘ravioexample’.
Once your domain is entered, the next step is to create a new API Key for Ravio. You do this by navigating to the ‘API’ section in the Admin menu at the top of your screen.
You will now see a tab for OAuth Applications and a tab for Personal Access Tokens. Click on the Personal Access Tokens tab in the upper left.
Name your access token something relevant (e.g. Ravio Integration) and click Create.
Copy your personal access token and paste it into the linking flow.
Click Next in Ravio and you should see a message saying that the integration is complete.