Set up a connection to Paylocity

Paylocity links: API guide, Authentication

Additional reference: Supported Paylocity APIs

Paylocity is a cloud-based human capital management software solution for core HR, benefits, payroll, talent, workforce management. and employee engagement.

A. Set up a Paylocity connection

In integrator.io, establish a connection to Paylocity in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow by clicking Add source or Add destination/lookup. 

In the resulting Application list, select Paylocity.

B. Provide Paylocity connection details

On the Create Connection page, set the following options:

Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created. 

Application (required, non-editable): A reminder of the app you’re editing.

Environment (required): Select whether your Paylocity account exists in the sandbox or production environment.

Company ID (required): To locate your company ID when you are signed in to Paylocity, open the Help > About/Copyright menu from the dashboard. Copy the ID and paste it into integrator.io.

iClient (required): Select the iClient pair that stores the client ID and client secret. Paylocity provides these credentials to your organization. To add an iClient and configure your credentials, click the plus (+) button. Be sure to give the iClient a recognizable name for use in any other connections.

Note:The client secret Paylocity provides expires in 365 days. Prior to the expiration, you should receive a code in an email from Paylocity. You will need to perform an API call (Client Credentials) to get the new client ID and client secret. After you receive this information in the response, update your Paylocity connection(s) in integrator.io.

C. Edit advanced Paylocity settings (optional) 

D. Test the connection

Click Test connection to check whether your connection is successful. A message appears to confirm a successful connection.

If you receive an error message, ensure you selected the correct environment and configured your company ID and the iClient credentials correctly. Make any necessary changes and click Test connection again.

Once the configuration is complete, click Save & close.