Forum Discussion
Connecting to Paylocity
Hi,
I am curious if anyone has connected PowerBI to Paylocity. I have been using PowerBI by connecting it to our erp system (using an ODBC) but have been struggling to find a way to connect Paylocity. I was trying to connect it to their API feed but dont have too much knowlege in that area.
18 Replies
- We have created a service for connectivity to Paylocity, which PowerBi can use. The service pulls all the data from the API and Time and Labor data. Setup is close to instant if you already have creds to the API service. Everything is updated Nightly at 1 AM. If you are interested, we can implement this for you as well.Tables:Paylocity_AdditionalDirectDepositPaylocity_AdditionalRatePaylocity_BenefitSetupPaylocity_CustomBooleanFieldPaylocity_CustomDateFieldPaylocity_CustomDropDownFieldPaylocity_CustomNumberFieldPaylocity_CustomTextFieldPaylocity_DepartmentPositionPaylocity_EarningPaylocity_EmergencyContactPaylocity_EmployeePaylocity_FederalTaxPaylocity_HomeAddressPaylocity_LocalTaxPaylocity_MainDirectDepositPaylocity_NonPrimaryStateTaxPaylocity_PayStatementsPaylocity_PrimaryPayRatePaylocity_PrimaryStateTaxPaylocity_TaxSetupPaylocity_TimeAndLaborPaylocity_WebTimePaylocity_WorkAddressPaylocity_WorkEligibility
Hi,
I'm interested in the Paylocity integration. Can you contact me with more details.
Thanks,
Lucy
Anonymous,
You can review this blog about how to use Paylocity API to get data. To connect to the api in Power BI Desktop, you can use web connector or directly add Power Query code in Advanced Editor of a blank query, for more details, please review the following blog:
https://chris.koester.io/index.php/2015/07/16/get-data-from-twitter-api-with-power-query/
Regards,
LydiaHi Anonymous
I was unable to find a data connector for Paylocity. I found one option, tray.io, but did not test this. Paylocity does have an API, so if you have an deep understanding of those (i did not), then that may work for you. I had reached out to one of our vendors (CData) and they quoted me around $10k to build a connecor. Depending on your needs, that may be worth it.
https://www.paylocity.com/integrations/apis/
https://tray.io/connectors/microsoftpowerbi-paylocity-integrations
If we're seeking a connection to an intermediary or controller, would Tray.io be the best option for that? We basically want to inform various internal parties once an employee change is triggered through Paylocity such as a position change, or employment termination, etc. We are also seeking to set this up in the form of a webhook. Thanks for the suggestions.
I am working through this now. My research has indicated that a custom connector is needed to retrieve any Paylocity data because the API handles pagination via the response header, which is not visible in PowerQuery in PowerBI Desktop or in Dataflows.
The other option is a separate ETL process, in Python or something else that is a little more straightforward for handling HTTP requests.
@darrenfishell We're doing a GET request only integration. It's possible using the Web Contents connector. You need to iterate through the pages until you receive an empty result, and then use a list combine to append them together. Use independent functions in PowerQuery editor. The issue we're running into now is that Paylocity requires {employeeID} in the URL to reach the other endpoints for a GET request. Using a Relative Path to jump a step and iterate across employee ID with a merge is problematic because it would exponentially increase the API calls and get limited by Paylocity.
