@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.