There may be fees associated with setting up a new data connection. Please contact your account team to confirm pricing.
Pre-Implementation
Contact your Paylocity account representative to request a PADI and Web Services Open API Access - Client Request Form. Paylocity will then supply your Client ID and Client Secret you will need to provide in BUCS connection wizard to establish the connection.Implementation
1. Connect to Paylocity
Go to BUCS Customer Portal > Connection Management > Connection Hub. Locate or search for the Paylocity connector and click Connect.
2. Name Connection
Enter a Name for your connection on the first page of the connection wizard and then click Next. The connection name should be descriptive and specific to the connection you want to establish.
3. Provide Connection Details
Enter your Paylocity Company ID and the Client ID and Client Secret tied to your BUCS Analytics integration. Click Save.
To locate your Paylocity Company ID, from the Paylocity Dashboard, navigate to Help > About/Copyright.
4. Connection Established
If the connection was established successfully you will see a Connection Established message and data from Paylocity will continuously sync to BUCS. If the connection was not successful, you will be asked to try again.
NOTE: If you don't see your Paylocity data appear in the BUCS platform in 24 hours, please contact your account team.