What is the best setup for connecting Acumatica with Paylocity?

@austinp33 hi! i haven’t used paylocity but I did find online that they have API and developer resources.

https://developer.paylocity.com/integrations/docs/getting-started 

To automate the process of importing payroll information from Paylocity into Acumatica, you have a couple of options to explore, including an API connection or integration with third-party systems like Celigo.

1. Using the Paylocity API for Direct Integration with Acumatica:

Paylocity offers an API that allows you to extract payroll data in real-time. By leveraging Acumatica’s API capabilities, you can automate the data transfer between the two systems. Here’s how you can approach this:

Steps to Implement:

1. Access Paylocity’s API Documentation:

   • Paylocity provides a REST API that you can use to extract payroll reports and data. You'll need to access the API documentation to understand how to authenticate and interact with their endpoints. Usually, you can get payroll data, employee details, and other information necessary for processing payroll in Acumatica.
   • You’ll need API credentials from Paylocity to authenticate requests.

2. Create an API Integration in Acumatica:

   • In Acumatica, you can use REST API endpoints to create records or update data. You can use the Contract-Based API to import payroll data automatically.
   • Use an automation script or schedule to pull data from Paylocity and push it into Acumatica. You can automate this process using Business Events or Scheduled Import Scenarios in Acumatica.

3. Map Paylocity Data to Acumatica Payroll Module:

   • Map the data fields from Paylocity’s API to Acumatica’s payroll module or relevant tables. Make sure the data aligns with Acumatica's requirements, such as payroll periods, employee information, and wage details.

4. Automation and Error Handling:

   • You can set up an automated scheduled task in Acumatica to regularly call Paylocity’s API, retrieve the required payroll information, and update Acumatica’s database accordingly.
   • Implement error handling to ensure that any issues in data transmission are logged and handled gracefully.

Benefits of API Integration:

• Real-Time Updates: API-based integration allows you to have up-to-date payroll information from Paylocity in Acumatica without manual intervention.
• Full Automation: Once set up, the process can run in the background with no manual input required.
• Customization: You can tailor the integration to your exact business needs and map the data exactly as you need it.

2. Using Integration Platforms like Celigo:

Celigo is an iPaaS (integration platform as a service) that provides pre-built connectors for various applications, including both Paylocity and Acumatica. Using Celigo to automate the process could be an easier option, especially if you want to avoid building and maintaining custom API integrations.

Steps to Implement with Celigo:

1. Explore Celigo’s Pre-Built Connectors:

   • Celigo offers connectors that can integrate Paylocity with Acumatica through a no-code/low-code interface. Check if there are any pre-built templates available for Paylocity and Acumatica.
   • If no pre-built template exists for payroll data transfer, Celigo allows you to create custom workflows and connections to sync data between both systems.

2. Set Up and Configure the Integration:

   • Configure Celigo to retrieve the customized payroll reports from Paylocity. You can schedule this process to occur at the end of each payroll period or whenever new payroll data is available.
   • Use Celigo’s integration flows to map the Paylocity report fields to the corresponding fields in Acumatica’s payroll module.

3. Automate the Data Transfer:

   • Set up automation workflows that automatically trigger the report retrieval from Paylocity and the data import into Acumatica. Celigo provides tools to schedule these workflows or trigger them based on events.

4. Monitor and Manage:

   • Celigo offers monitoring and alerts in case of any errors during the data transfer, ensuring you stay on top of any issues that may arise.

Benefits of Using Celigo:

• Ease of Use: Celigo is user-friendly and provides a visual interface for setting up integrations, making it easier to manage than custom API integrations.
• Scalability: You can use Celigo to integrate other systems, not just Paylocity and Acumatica, making it a flexible solution if you need to scale your integration needs.
• Maintenance: Since Celigo manages the integration platform, there’s less need to worry about API changes or maintenance on your side.

3. Comparing Both Approaches:

Conclusion:

• If you have the technical resources and need high customization, the API integration approach may suit your needs best. It gives you flexibility and control over the data and automation.
• If you want a simpler, faster, and more scalable solution, using Celigo or another iPaaS platform will be easier to implement and maintain.

Both solutions will allow you to automate payroll data imports from Paylocity into Acumatica, but the right choice depends on your specific needs, technical capabilities, and desired level of automation.

😀💡

@austinp33 did you make any headway on this? We are looking to integrate the two platforms as well for different reasons. Primarily sending payroll info from Acumatica into Paylocity and also eliminate duplicate data entry for user setup.

Hi ​@austinp33 were you able to find a solution? Thank you!

Paylocity announced on February 3, 2025 that they have an integration with Acumatica.  I haven’t found out how to get it yet and if there is a cost, but I’ll post something once I find out.

My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.
Best Setup for Connecting Acumatica with Paylocity

Integrating Acumatica with Paylocity typically requires data synchronization between the two systems for payroll processing. Here are the recommended approaches:

Option 1: Use an iPaaS or Middleware Solution (Recommended)

If you want an automated and seamless integration, consider using an iPaaS (Integration Platform as a Service) like MuleSoft, Boomi, or Celigo to connect Acumatica with Paylocity. These platforms can:

• Sync employee records between Acumatica and Paylocity.
• Export approved time entries from Acumatica to Paylocity.
• Import payroll results back into Acumatica for financial reconciliation.

Option 2: Custom API Integration

Both Acumatica and Paylocity offer REST APIs that allow direct integration.

• Acumatica API can be used to export employee time data and financial records.
• Paylocity API can receive payroll data and return processed payroll results.

Steps:

1. Retrieve Time Data from Acumatica (EPTimeCard or EPActivity tables).
2. Format the Data according to Paylocity’s API requirements.
3. Push the Data to Paylocity using a scheduled API job.
4. Fetch Payroll Data from Paylocity and post it to Acumatica’s General Ledger (GLBatch).

Option 3: Manual File-Based Integration (Quickest but Less Efficient)

If an API integration is not feasible, you can use CSV file exports:

1. Export employee time tracking data from Acumatica (Time and Expenses > Export Data).
2. Adjust the format to match Paylocity’s import template.
3. Upload the file into Paylocity manually.
4. Download the payroll report from Paylocity and import it into Acumatica’s payroll or journal entries module.

Key Considerations

✅ Data Accuracy – Ensure employee IDs match in both systems.
✅ Payroll Schedules – Align pay periods between Acumatica and Paylocity.
✅ Mapping Fields – Customize data mapping for pay codes, earnings, deductions, and taxes.

If your company needs a real-time integration, I recommend going with Option 1 (iPaaS) or Option 2 (Custom API). For a quick solution, Option 3 (CSV Import/Export) can work.

​@darinpaulsacumatica76 there is a one-time implementation fee + a monthly fee based on the number of users you have in Paylocity. Paylocity charges a monthly fee for open API access which is unfortunate…

They told us the only thing it integrates at this point is General Ledger data activity.