Namely Connector

Automate workflows with a direct connection to your data for increased confidence in numbers and reduced time, cost, and effort.
Activate Connector

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Enable connected reporting across your systems of record and the Workiva platform.

With the Namely connector, you can say good-bye to manual data gathering and unnecessary IT requests. Access the data you need, when you need it. Streamline the flow of data and ensure accuracy in reporting with this prebuilt connector that makes pulling and refreshing data simple—no coding necessary. You can simply use commands in a chain to import or export data or metadata from Namely.

Key Features
  • Connectivity to enable pulling reports
  • Automated actions to enable integrated workflows
  • Connected management of records and reporting
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
CFO Deck
Financial Statements
Flash & KPI Reporting
Global Statutory Reporting
Government Financial Reporting
Government Management Reporting
Income Statement & Balance Sheet Preparation
Insurance Reporting
Management Reporting
Product Line & Business Unit Reporting
SEC Reporting
SEC/Annual & Interim Financial Reporting Solution
SEDAR Reporting
Statement of Cashflows Preparation
Pricing
Wdata subscription required. Additional fees may apply.
Support and Documentation

Frequently Asked Questions

In order to leverage a connector, the workspace needs to have Wdata enabled in order to access chains and utilize the connectors.

The comprehensive list of core and premium connectors can be found here: https://support.workiva.com/hc/en-us/categories/360002307351-Working-in-Wdata.

Connectors can be enabled and disabled from the Configuration tab within Wdata under the Connector section. The Workspace Owner role is required to access Configuration and only Organization Security Administrators can enable or disable connectors.

More information can be found here: https://support.workiva.com/hc/en-us/articles/360035643852-Manage-connectors-for-chains

Annual and Interim Financial Reporting Financial reporting, annual reporting, interim reporting--see how you can simplify it all with connected data across your reporting and analysis. Annual & Interim Financial Reporting
SEC Reporting Simplify 10-Qs, 10-Ks, 8-Ks, Section 16, proxy statements, tax disclosures, and 350 other types of SEC forms with a single cloud solution. SEC Reporting
Management Reporting Mitigate risk by connecting data at the source to create an ecosystem of reliable, actionable reports, statements, and presentations. Management Reporting