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How to integrate with Paylocity

A step by step guide detailing how to set up an integration between Ravio and Paylocity

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.

Step by Step Instructions

Step 1 - Submit API Access Form to Paylocity Support

To access Paylocity’s APIs the first step is a form submitted to Paylocity Support to enable this functionality for your company.

🚨 You can download the form here.

How to fill in the form

  • Page 1: Fill this page out with your company details.

  • Page 2: Please fill it in with the information provided in the connection flow. You can slo find an example of the Ravio required scopes below.

  • Page 3: You can leave this page blank. Ravio has no requirement for sending data back to Paylocity.

  • Page 5: Fill out and sign this page.

This application form then needs to be emailed to both:

An example email body is:

Subject: Requesting Client ID and Client Secret

Hi Paylocity team,

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.

Step 2 - Enter Credentials into Ravio

Once you have received the API credentials from Paylocity, enter them into the Ravio onboarding flow along with your Company ID.

❓The Company ID can be found in the Paylocity web application next to your company name in brackets.