Manage Paylocity Data in DBArtisan as a JDBC Source

The CData JDBC Driver for Paylocity seamlessly integrates Paylocity data into database management tools like DBArtisan by enabling you to access Paylocity data as a database. This article shows how to create a JDBC source for Paylocity in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Paylocity Data into DBArtisan Projects

Follow the steps below to register Paylocity data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic JDBC.
3. Click Manage.
4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

   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.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Paylocity JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.paylocity.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   Below is a typical connection string:

   jdbc:paylocity:OAuthClientID=YourClientId;OAuthClientSecret=YourClientSecret;RSAPublicKey=YourRSAPubKey;Key=YourKey;IV=YourIV;InitiateOAuth=GETANDREFRESH
6. Finish the wizard to connect to Paylocity data. Paylocity entities are displayed in the Datasource Explorer.

You can now work with Paylocity data as you work with any other database. See the driver help documentation for more information on the queries supported by the Paylocity API.