The Employee Navigator integration connects NextAgency to your Employee Navigator account, automatically syncing company, employee, benefit, and dependent data from Employee Navigator into NextAgency. This video shows how to set up this connection.
Key things to know
- The sync is manual and per-group. Nothing pulls into NextAgency from Employee Navigator until you select a company and trigger the sync. There is no automatic overnight sync — you stay in control of what is synced and when. To pull in the latest data, go to Settings → Integrations and run the sync again whenever needed.
- Matching by name prevents duplicates. Companies are matched to existing NextAgency cases by name (case-insensitive). Employees are matched by first and last name. If a name matches an existing record, the record is updated rather than duplicated.
- Migrating from Ease? The cleanest approach is to complete your Ease → Employee Navigator move on the benefits-admin side first, disconnect Ease from NextAgency, then connect Employee Navigator. Disconnecting Ease does not delete anything from NextAgency — your cases, employees, and history all stay; the sync simply stops.
- Employee history is preserved across the switch. Because records merge on the name match, you will see the full timeline (Ease-era and Employee Navigator-era) on a single employee record.
- The Employee Navigator session is active for about one hour at a time. For security reasons, the connection times out periodically. If you are syncing a large number of companies, you may need to reconnect from Settings → Integrations and continue.
- Need the field-mapping details? See Integrating Employee Navigator with NextAgency for the full written walkthrough.