This article explains how to connect Paylocity with Pigment to retrieve your data into a Pigment block.
Table of Contents
Preliminary steps on Paylocity’s side
Before starting the configuration in Pigment, it is required to request API Access from Paylocity, following this documentation. If you have already done it and have a Client ID and a Client Secret, you can skip to the next section: Setting up the Paylocity Connector in Pigment.
For Step 2 of the request process you will need to fill a PDF and send it to Paylocity at service@paylocity.com. Here are the Pigment-related info you should add to get the necessary credentials and permissions:
- Vendor/Third-Party Contact Information (see below)
- Request Type (New Access for Company IDs listed above → PRODUCTION)
- Open API Access (Employee → Get Employee → Unrestricted)
Vendor Contact info
Vendor/Third-Party Name: Pigment
Vendor/Third-Party Contact Name: enter your Solution Architect’s name
Vendor/Third-Party Contact Email: integrations@gopigment.com
Setting up the Paylocity Connector in Pigment
Once you have your API credentials from Paylocity, you can start configuring the connector in Pigment.
From your Workspace homepage, navigate to Settings → Integrations and click on + Add next to the Paylocity integration.
Important Note
You need to be a Pigment Workspace Admin to be allowed to configure the connector.
Click on Setup a Connection and then fill in the following fields The fields of Name and Application will remain editable if you need to add additional applications or rename.
- Name: give a name to your connection (ex: “Paylocity connection”)
- Application Access: list of applications that will be allowed to use this connection
- Client ID: the Client ID provided by Paylocity following the first step
- Client secret: the Client Secret provided by Paylocity following the first step
- Company ID: ID of the company in Paylocity that you want to import data from
Then click Connect.
Click on Setup to finish!
Load Paylocity data into Pigment
Once the Paylocity Connection is configured, navigate to an Application where the connection is available.
From there click “Import Data” for the object you want to import data into.
For example, if you were importing into a Transaction List, you would open up the list, then select Import and Download and then Import data.
Click on the Integration tab and select the previously configured Paylocity Connection from the dropdown.
This step might take a while, up to 10 minutes, as the connector needs to retrieve employee information one by one. You will see a progress with the number of employees retrieved next to the button as shown below.
If you do not see the Paylocity connection you have configured, make sure the current application is listed under the authorized applications for this connection. To fix this, go back to the setting’s Integrations page, and check that the Application is on the Application Access list.