BookYourPTO
Migration Guide

Switch from Namely to BookYourPTO

Import all your Namely data — employees, leave history, and departments — in under 5 minutes with zero data entry.

Start Data Import All Platforms

How to Export from Namely

Follow these steps to download your data

1

Log in to Namely

2

Go to Reports

3

Create or run an Employee Directory report

4

Export as CSV

5

Upload to BookYourPTO

What Gets Imported

All your critical HR data, automatically mapped

Employee names & emails
Job titles & departments
Employment dates & type
Phone numbers & addresses
Manager relationships
Leave / PTO balances
Leave history & requests
Work locations
Employee IDs

Namely vs BookYourPTO

FeatureNamelyBookYourPTO
Leave Management
Time Tracking
Expense Reporting
Document Signing
AI Copilot
Performance Goals
Onboarding Workflows
Custom Branding
Free for Small Teams
Data Import from 47+ Platforms

Ready to switch from Namely?

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Start Trial — Import from Namely