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How to integrate with Paycor for ATS data

A step by step guide detailing how to set up an integration between Ravio and Paycor for ATS data.

Prerequisites

A Paycor Perform HR/Payroll/Company admin account is required to authenticate the connection.

Note this integration setup takes approximately 30 minutes.

Step by Step Instructions

Why is Step 1 optional?

The first step is to create a Paycor Develepor Portal Account, if you already have one of these please skip to Step 2!

[Optional] Step 1 - Create a Developer Portal Account

Note: This step is not required for all customers and might be skipped automatically. The step in the connection flow will look like this if it is required:

If the step is displayed and you already have a Developer Portal Account: scroll down in the connection flow and press continue. Then go ahead with step 2 after logging into the developer portal.

  1. Enter the following URL into a browser: developers.paycor.com (developers-sandbox.paycor.com if you are connecting a sandbox)

  2. Click Sign Up on the home screen for existing Paycor Clients.

  3. Click Get Started

  4. Enter your Username and Password.

  5. Click Sign In.

  6. Select whom you would like to be, Admin of the Developer Portal Account.

  7. Click Request Access and your account will be created, and an email will be sent to the User designated as the Admin.

Step 2 - Build Application

  1. Click Applications on the home screen to get started

  2. Click the + Application to create a new application (name the application).

  3. For Application Type choose Standard Application

  4. Then click Create Application.

  5. Copy & Save the Application OAuth Client ID and Application OAuth Client Secret:

  6. Enter the Client ID and Client Secret in the connection flow and click continue:

Step 3 - Configure the Approved Return OAuth URL

  1. Navigate to the Security Connections tab

  2. Under Approved Return OAuth URL click on + Add another URL

  3. Enter the personalized redirect URL from the connection flow:

  4. Press the blue Save button in the bottom right corner.

  5. Scroll up and there should be a green banner saying Your changes are saved.

  6. Copy the APIm Subscription Key from the same (Security Connections) tab and paste it in the connection flow.

  7. Click continue in the connection flow.

Step 4 - Configure Data Access of the Application

  1. Navigate to the Data Access tab.

  2. The connection flow will display a personalized list of Access Scopes you need to enable. The screenshot below here is just an example:

  3. Click the blue Save button in the bottom right corner.

  4. There should be a green banner saying Your changes are saved.

  5. After configuring the scopes in the Data Access tab, you can find the scope name on the General tab.

  6. Copy the Scope Name

  7. Paste the Scope Name into the connection flow and click continue:

Step 5 - Authenticate your Paycor instance

  1. Click on the Sign in with Paycor button and grant access to the relevant legal entities (and ATS accounts if applicable)

  2. After finishing the oAuth in the separate window you will be greeting with this success screen: