Export Namely to CSV

How to Export Your Data to CSV Format from Namely Using Sourcetable

Step 1: Connect Namely to Your Sourcetable Account

First, you need to connect Namely to your Sourcetable account. If Namely is a filetype, upload it directly to Sourcetable. If Namely is a software service, link your account by following the connection prompts.

Step 2: Sync Your Namely Data

Next, sync your Namely data into Sourcetable. The data will be automatically inserted into a spreadsheet in your Sourcetable workbook, making it accessible and ready for export.

Step 3: Select the Data for Export

Select the specific data you want to export. You can utilize Sourcetable's AI assistant to query and filter your data easily. For more advanced data selection, use Excel formulas or SQL queries as needed.

Step 4: Export to CSV Format

Finally, export your data to CSV format. Sourcetable allows you to download your data as an XLSX or CSV file. Alternatively, you can choose to keep the data updated in real-time by maintaining it within Sourcetable.

Use Cases Unlocked by Exporting Data to CSV from Namely

Data Analysis and Reporting

Exporting data to CSV from Namely allows HR professionals to perform in-depth data analysis and reporting. By integrating the CSV files with software like Excel or Tableau, users can create detailed reports, visualize trends, and generate predictive analytics for workforce planning.

Data Migration

Organizations can use the CSV export feature in Namely to migrate employee data to different HR systems. This ensures seamless data transfer during software upgrades or transitions to new platforms without the loss of critical information.

Compliance and Auditing

Exporting compliance and audit-related data to CSV enables companies to ensure regulatory compliance. Quick and easy access to data in CSV format facilitates internal and external audits, making it easier to verify adherence to labor laws and corporate policies.

Third-Party Integrations

Exporting data to CSV from Namely simplifies integration with third-party applications such as payroll services, benefits administration platforms, and applicant tracking systems. This streamlines workflows and ensures accurate, up-to-date information across tools.

Custom Reporting

CSV exports from Namely empower HR departments to create custom reports tailored to specific business needs. By manipulating CSV data in programs like Excel, users can generate specific reports that are not available within Namely's standard reporting functionality.

Performance Tracking

Exporting performance data to CSV allows managers to track employee performance over time effectively. By analyzing this data, organizations can identify high performers, recognize trends, and make informed decisions related to promotions, training, and development.

Backup and Archiving

CSV exports provide a reliable method for backing up and archiving essential HR data from Namely. This ensures data security and retention by creating easily accessible records that can be stored offline or in external systems for future reference.