Overview
To authenticate Paylocity, you will need to provide the following information:
Client ID
Client Secret
Company ID
This guide will walk you through finding or creating those credentials within Paylocity.
Prerequisites
Step 1: Fill Out A Paylocity Web Services Access Request Form
How to fill in the form:
The Client Contact Information should contain information about your company (for example, your HR personnel)
The Vendor / Third-Party Contact Information should contain information for the company you are connecting to
Under "Briefly describe use case," mention "we are using Merge to connect."
You can ignore the "Webhook Push Notifications" section
Permissions:
If you do not need Pay Statements, Deductions, & Earnings, fill out the following:
If you do need Pay Statements, Deductions, & Earnings fill out the following:
⚠️ Note: Get Employee is a required permission to authenticate the linking flow, but only endpoints needed for your integration should be selected. For example, if you don’t need Pay Statements, Deductions, or Earnings, remove those from the permissions.
Step 2: Send Your Completed Form To: webservices@paylocity.com
The email body should contain the following:
Subject: Requesting Client ID and Client Secret
Hello Paylocity Team,
Please can we get access to a Client ID and Client Secret for API access? (https://www.paylocity.com/our-products/integrations/api-library/)
We have attached the form specifying relevant permissions.
Thank you,
⚠️ Note: There may be a cost associated with the API setup & gathering of credentials from Paylocity.
Integration Instructions
Step 1: Enter Your Client ID & Secret Into The Linking Flow
Paylocity will provide you with your Client ID and Client Secret, which you can enter into the linking flow. For further information, you can find full details on Paylocity's website here.
Step 2: Enter Your Company ID Into the Linking Flow
Your Company ID is the ID you used to login into Paylocity, and it will be the same ID you see in the upper left-hand corner of your Paylocity portal. Enter your Company ID into the linking flow, omitting any letters. If your Company ID is "CS932637", only enter "932637".
Step 3: Connect Your Paylocity Account in Barley
Click on Settings in the navigation menu, and then the Integrations tab.
Click the Connect button to start the guided process of linking your Paylocity account with Barley.
