Integration: Connect Trakstar Hire and Namely

The Namely integration allows you to export hired candidates from Trakstar Hire directly into Namely, helping streamline the transition from recruiting to HR by reducing manual data entry.

What the Integration Does

Once a candidate has been marked as Hired in Trakstar Hire, you can export that candidate directly to your Namely account to begin your HR or onboarding workflow.

Before You Begin

To connect Trakstar Hire with Namely, you'll need:

• A Trakstar Hire Super Admin account.
• A Namely Administrator account.
• Your Namely API credentials or connection information, if required for your account.

Connect Trakstar Hire to Namely

1. Sign in to Trakstar Hire as a Super Admin.

2. Navigate to Settings → Advanced Settings → Apps & Integrations.

   

3. Select Namely.

   

4. Enter the required Namely connection information.

   

5. Save the integration to connect your Trakstar Hire and Namely accounts.

Note - if you'd like your candidates to go over to the "Onboarding" section of Namely, you can check the onboarding box to enable this feature.

Export a Hired Candidate to Namely

After the integration has been configured:

1. Mark the candidate as Hired in Trakstar Hire.
2. Open the candidate's profile.

3. Click Add to Namely.

   

4. Complete any required fields in the export window.

   

5. Submit the form to export the candidate to Namely.

Some candidate information is automatically populated from the candidate's profile, while any remaining required fields can be completed before exporting.

What Happens Next?

After the export is complete, the candidate's information is transferred to your Namely account, where you can continue your onboarding and employee management processes.

Need Help?

If you have questions about connecting Trakstar Hire and Namely, contact the Trakstar Hire Support team at hire@trakstar.com.