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Overview

To connect Paylocity, you will need to provide the following information:
  • Client ID
  • Client Secret
  • Company ID

Prerequisites

Before you can connect, you must request API access from Paylocity.
There may be a cost associated with API setup from Paylocity.

Step 1: Request API Access from Paylocity

1

Download the Paylocity Web Services Access Request Form.

2

Fill out the form:

  • Client Contact Information: Your companyโ€™s information (e.g., HR personnel)
  • Vendor / Third-Party Contact Information: The company you are connecting to
  • Use case description: โ€œWe are using Merge to connectโ€
  • Permissions: Select โ€œGet Employeeโ€ (required). Only select additional endpoints if needed.
3

Email the form to webservices@paylocity.com.

Use subject line: โ€œRequesting Client ID and Client Secretโ€
4

Paylocity will provide your Client ID and Client Secret.

Step 2: Find Your Company ID

Your Company ID is the ID you use to log in to Paylocity. It appears in the upper left-hand corner of your Paylocity portal.
If your Company ID includes โ€œCSโ€, only enter the number that follows. In all other cases, enter the ID exactly as it appears (values are case-sensitive).

Enter Credentials into Doozy

You must be a Doozy admin to connect an HRIS integration.
1

Go to the Doozy web app.

Navigate to Workspace Settings โ†’ Integrations โ†’ HRIS.
2

Choose Paylocity as the HRIS you want to connect.

3

Client ID: Enter the Client ID from Paylocity.

4

Client Secret: Enter the Client Secret from Paylocity.

5

Company ID: Enter your Paylocity Company ID.

6

Optional Company IDs: If linking multiple companies, enter additional IDs separated by commas (no spaces). Otherwise, enter 'None'.

7

Click Submit.

Notes

  • When providing optional companies, the same person may be employed by more than one company. In these cases, you would see the same employee multiple times (once for each company).