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Documentation Index

Fetch the complete documentation index at: https://help.doozy.live/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

This guide will walk you through connecting your Paychex account to Doozy to sync employee data.

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Prerequisites

Before you begin, ensure you have:
  • Admin permissions in your company’s Paychex instance

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Credentials Required

  • API Key
  • Client Secret

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Steps

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Step 1: Create an Integrated App

  1. Log in to your Paychex account
  2. Go to Company Settings
  3. Select Integrated apps
  4. Click Create App
  5. Enter an Application Name and Description

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Step 2: Configure API Permissions

Select Read only for the following APIs:
  • Company API
  • Worker API
If you also need to sync payroll information:
  • 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.

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Step 3: Generate Credentials

  1. Accept the Legal Notice and Paychex Inc. API License Agreement
  2. Click Save
  3. Your API Key and Client Secret will be displayed
  4. Copy and store both credentials securely

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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:
  1. Register the app for the Paychex parent account (as described above)
  2. Open the app via Company Settings → Integrated Apps → your app name
  3. Scroll to the Company Access section and click +Add or remove Company
  4. Select all companies you wish to link to this set of credentials
  5. Save your changes
  6. Switch to each child account using the dropdown arrow next to the company name
  7. In each child account, open Company Settings → Integrated Apps → your app name
  8. Toggle on Access and save the settings

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Enter Credentials into Doozy

You must be a workspace admin to connect an HRIS integration.
  1. Navigate to Workspace Settings
  2. Click Integrations in the sidebar
  3. Select HRIS
  4. Choose Paychex from the list of providers
  5. Enter your API Key
  6. Enter your Client Secret
  7. Click Connect to complete the integration