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Set up a connection to Paylocity

Rachel Shanthi Bijja
Updated

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

Set up a connection

After you start the connection, you have to configure it in the Create connection panel and must complete all of the required * authentication settings: 

Setting Instructions
Name your connection * Enter a clear and distinguishable name.
Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
Environment * Select your Paylocity account environment type:
Production: if your Paylocity account URL is https://www.api.paylocity.com.
Sandbox: if your Paylocity account URL is https://www.apisandbox.paylocity.com.
OAuth 2.0 client *

Select the OAuth 2.0 client that stores the client ID and client secret provided by the Paylocity service team when you created your account. For more information, see Request API access and API credentials.
To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

Company ID *

Enter the company ID that you provided while creating your Paylocity account.
Fetch dataHow to retrieve company ID

 

How to retrieve company ID

  1. Sign in to your Paylocity account.
  2. From Dashboard, navigate to Help > About/Copyright.
  3. Copy Company ID.

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see OAuth 2.0 universal connector documentation.

Additional references

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