Build Paylocity-Connected Web Apps with Axios and CData Connect Cloud

Axios is a JavaScript library that allows developers to make HTTP requests to servers from a web browser or Node.js. When paired with CData Connect Cloud, you get access to live Paylocity data for your web apps. This article shows how to connect to Paylocity and build web apps in Axios with access to live Paylocity data.

Connect to Paylocity from Axios

To work with Paylocity in Axios, we need to connect to Paylocity from Connect Cloud, provide user access to the connection, and create OData endpoints for the Paylocity data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Paylocity through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Paylocity from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Paylocity" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Paylocity.

   Set the following to establish a connection to Paylocity:

   • RSAPublicKey: Set this to the RSA Key associated with your Paylocity, if the RSA Encryption is enabled in the Paylocity account.

     This property is required for executing Insert and Update statements, and it is not required if the feature is disabled.

   • UseSandbox: Set to true if you are using sandbox account.
   • CustomFieldsCategory: Set this to the Customfields category. This is required when IncludeCustomFields is set to true. The default value for this property is PayrollAndHR.
   • Key: The AES symmetric key(base 64 encoded) encrypted with the Paylocity Public Key. It is the key used to encrypt the content.

     Paylocity will decrypt the AES key using RSA decryption.
     It is an optional property if the IV value not provided, The driver will generate a key internally.

   • IV: The AES IV (base 64 encoded) used when encrypting the content. It is an optional property if the Key value not provided, The driver will generate an IV internally.

   Connect Using OAuth Authentication

   You must use OAuth to authenticate with Paylocity. OAuth requires the authenticating user to interact with Paylocity using the browser. For more information, refer to the OAuth section in the Help documentation.

   The Pay Entry API

   The Pay Entry API is completely separate from the rest of the Paylocity API. It uses a separate Client ID and Secret, and must be explicitly requested from Paylocity for access to be granted for an account. The Pay Entry API allows you to automatically submit payroll information for individual employees, and little else. Due to the extremely limited nature of what is offered by the Pay Entry API, we have elected not to give it a separate schema, but it may be enabled via the UsePayEntryAPI connection property.

   Please be aware that when setting UsePayEntryAPI to true, you may only use the CreatePayEntryImportBatch & MergePayEntryImportBatchgtable stored procedures, the InputTimeEntry table, and the OAuth stored procedures. Attempts to use other features of the product will result in an error. You must also store your OAuthAccessToken separately, which often means setting a different OAuthSettingsLocation when using this connection property.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Paylocity Connection page and update the User-based permissions.

Note the CData Connect Cloud SQL API Endpoint(s)

CData Connect Cloud contains API endpoints that allow you to submit SQL queries to Paylocity through common web requests. To work with Paylocity data in Axios web apps, you will use the query endpoint.

Query Endpoint

With the connection and Workspace configured, you are ready to connect to Paylocity data from Axios.

Connect to Paylocity Data in Axios Workflows

To establish a connection from Axios to CData Connect Cloud using the OData protocol, follow these steps.

1. Create a project directory for your web app. For example: ~/connect_cloud/
2. Open a terminal, navigate the the project directory and initialize a node project using the command: npm init -y
3. Install the Axios dependency in the project using the following command: npm install axios

4. In your project directory, create a file called server.js that contains the following code. Provide your CData Connect Cloud username (e.g. [email protected]) and PAT (the PAT you created in the prerequisites). You must also provide a query for your data, such as SELECT * FROM Paylocity1.SCHEMA.Employee.

   server.js code

   const axios = require('axios') const user = '[email protected]' const pat = '***********************************'; //Your API endpoint const url = 'https://cloud.cdata.com/api/query'; //Your data to be sent in the POST request const data = { "query":"SELECT * FROM Paylocity1.SCHEMA.Employee" }; axios.post(url, data, { auth: { username: user, password: pat } }) .then(response => { const rows = response.data.results[0].rows; const schema = response.data.results[0].schema; //Create an array of column names const columnNames = schema.map(col => col.columnName); //Loop through each row and log the column name with its value rows.forEach(row => { const rowObject = {}; row.forEach((value, index) => { const columnName = columnNames[index]; rowObject[columnName] = value; }); console.log(rowObject); }) }) .catch(error => { console.error('Error:', error); });
5. In the terminal, execute the following command to run the server: node server.js The query results will appear: { ID: 1, VALUE: -2 } { ID: 2, VALUE: 1 } { ID: 11, VALUE: null } { ID: 3, VALUE: 2 } { ID: 4, VALUE: 5 } ...

Simplified Access to Paylocity Data from Cloud Applications

At this point, you have a direct connection to live Paylocity data from Axios. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Axios, refer to our Connect Cloud page.