How to connect to Paylocity Data from IntelliJ

The CData JDBC Driver for Paylocity enables you to access Paylocity as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to Paylocity data in IntelliJ.

Create a JBDC Data Source for Paylocity

Follow the steps below to add the driver JAR and define connection properties required to connect to Paylocity data.

1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.

2. In the Data Source Properties dialog that appears, the following properties are required:

   • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.paylocity.jar, located in the installation directory.
   • JDBC Driver Class: In this menu, select cdata.jdbc.paylocity.PaylocityDriver from the list.

   • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:paylocity: and includes connection properties separated with semicolons.

     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.

     A typical JDBC URL is the following:

     jdbc:paylocity:OAuthClientID=YourClientId;OAuthClientSecret=YourClientSecret;RSAPublicKey=YourRSAPubKey;Key=YourKey;IV=YourIV;InitiateOAuth=GETANDREFRESH

Edit and Save Paylocity Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor. You can also modify records in the Table Editor.