Rapidly Develop Paylocity-Driven Apps with Active Query Builder

Write standard .NET to expose Paylocity data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Paylocity enables standards-based access to Paylocity. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Paylocity as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Use SQL to Interact with Paylocity

Follow the steps below to create a WinForms visual query builder.

1. In a new Windows Forms project, drag the QueryBuilder from the Toolbox onto the form.
2. Add a reference to ActiveQueryBuilder.ODBCMetadataProvider.
3. Add an OdbcConnection and set the connection string to the DSN that you created in the first section. OdbcConnection connection = new OdbcConnection(); connection.ConnectionString = "DSN=Paylocity"
4. Initialize ODBCMetadataProvider and GeneralSyntaxProvider instances and set the Connection property of the ODBCMetadataProvider object to the OdbcConnection. GenericSyntaxProvider syntaxProvider = new GenericSyntaxProvider(); ODBCMetadataProvider metadataProvider = new ODBCMetadataProvider(); metadataProvider.Connection = connection;
5. Set the corresponding MetadataProvider and SyntaxProvider properties of the QueryBuilder object. queryBuilder1.MetadataProvider = metadataProvider; queryBuilder1.SyntaxProvider = syntaxProvider;
6. Call the InitiatelizeDatabaseSchemaTree method of the QueryBuilder class to retrieve Paylocity metadata and generate a tree view of Paylocity tables. queryBuilder1.InitializeDatabaseSchemaTree();

7. After creating the QueryBuilder, connect it to a TextBox or, as we use, the ActiveQueryBuilder SQLTextEditor: Drag and drop an SQLTextEditor onto the designer.

8. Add the following code to the Validating event for the SQLTextEditor: private void sqlTextEditor1_Validating(object sender, CancelEventArgs e) { try { // Update the query builder with manually edited query text: queryBuilder1.SQL = sqlTextEditor1.Text; } catch (SQLParsingException ex) { e.Cancel = true; // Set caret to error position sqlTextEditor1.SelectionStart = ex.ErrorPos.pos; // Report error MessageBox.Show(ex.Message, "Parsing error"); } }
9. Add the following to the SQLUpdated event: private void queryBuilder1_SQLUpdated(object sender, EventArgs e) { sqlTextEditor1.Text = queryBuilder1.FormattedSQL; }

10. You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.