Setup Guide

Follow these steps to connect Paylocity to your CData Connect Cloud account:

1. Open the Connections page of the CData Connect Cloud dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Paylocity into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter the following information:

   • OAuth Client Secret—Set to the client secret in your app settings.

   • OAuth Client Id—Set to the client Id in your app settings.

   • IV—Set this to the base64-encoded AES initialization vector (IV) to use when encrypting content. Only required if Key is also set.

   • Key—Set this to the base-64 encoded AES symmetric key to use when encrypting content. Only required if the IV is set.

   • RSA Public Key—the RSA key associated with your Paylocity account. Only required if you want to execute Insert and Update statements.

6. At the top of the CData Connect Cloud Add Paylocity Connection page, click Save & Test.

   • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between CData Connect Cloud and Paylocity, see this information page.