Overview
This guide will walk you through connecting your Paychex account to Doozy to sync employee data.Prerequisites
Before you begin, ensure you have:- Admin permissions in your company’s Paychex instance
Credentials Required
- API Key
- Client Secret
Steps
Step 1: Create an Integrated App
- Log in to your Paychex account
- Go to Company Settings
- Select Integrated apps
- Click Create App
- Enter an Application Name and Description
Step 2: Configure API Permissions
Select Read only for the following APIs:- Company API
- Worker API
- Select Read only for Payroll and Check APIs
If you need access to Payroll data but don’t see the toggle, contact your Paychex account manager for assistance.
Step 3: Generate Credentials
- Accept the Legal Notice and Paychex Inc. API License Agreement
- Click Save
- Your API Key and Client Secret will be displayed
- Copy and store both credentials securely
Linking Multiple Companies
If you want to link multiple companies in Paychex, you must be either a Super admin or Security admin in the parent account:- Register the app for the Paychex parent account (as described above)
- Open the app via Company Settings → Integrated Apps → your app name
- Scroll to the Company Access section and click +Add or remove Company
- Select all companies you wish to link to this set of credentials
- Save your changes
- Switch to each child account using the dropdown arrow next to the company name
- In each child account, open Company Settings → Integrated Apps → your app name
- Toggle on Access and save the settings
Enter Credentials into Doozy
You must be a workspace admin to connect an HRIS integration.
- Navigate to Workspace Settings
- Click Integrations in the sidebar
- Select HRIS
- Choose Paychex from the list of providers
- Enter your API Key
- Enter your Client Secret
- Click Connect to complete the integration