Connect to Paylocity Data in Google Apps Script

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CData Connect



Use CData Connect Cloud to access Paylocity data in Google Apps Script.

Google Apps Script gives you the ability to create custom functionality within your Google documents, including Google Sheets, Google Docs, and more. With CData Connect Cloud, you get a MySQL interface for any of the 200+ sources supported by CData, including Paylocity. The MySQL protocol is natively supported through the JDBC service in Google Apps Script, so by utilizing Connect Cloud, you gain access to live Paylocity data within your Google documents.

This article shows how to create a virtual database for Paylocity in Connect Cloud and provides sample scripting for processing Paylocity data in a Google Spreadsheet.

Our script only reads data from a specified table, but you can easily extend the script to incorporate update functionality.

Create a Virtual MySQL Database for Paylocity Data

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

  1. Login to Connect Cloud and click Databases.
  2. Select "Paylocity" from Available Data Sources.
  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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Paylocity data from any MySQL client.

Connect to Paylocity Data with Apps Script

At this point, you should have configured a virtual database for Paylocity in Connect Cloud. All that is left now is to use Google Apps Script to access Connect Cloud and work with your Paylocity data in Google Sheets.

In this section, you will create a script (with a menu option to call the script) to populate a spreadsheet with Paylocity data. We have created a sample script and explained the different parts. You can view the raw script at the end of the article.

1. Create an Empty Script

To create a script for your Google Sheet, click Tools Script editor from the Google Sheets menu:

2. Declare Class Variables

Create a handful of class variables to be available for any functions created in the script.

//replace the variables in this block with real values as needed
var address = 'myinstance.cdatacloud.net:port';
var user = 'CLOUD_HUB_USER';
var userPwd = 'CLOUD_HUB_PASSWORD';
var db = 'paylocitydb';
var serverSslCert = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';
var clientSslCert = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';
var clientSslKey  = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';

var dbUrl = 'jdbc:mysql://' + address + '/' + db + '?useSSL=true';

3. Add a Menu Option

This function adds a menu option to your Google Sheet, allowing you to use the UI to call your function.

function onOpen() {
  var spreadsheet = SpreadsheetApp.getActive();
  var menuItems = [
    {name: 'Write data to a sheet', functionName: 'connectToPaylocityData'}
  ];
  spreadsheet.addMenu('Paylocity Data', menuItems);
} 

4. Write a Helper Function

This function is used to find the first empty row in a spreadsheet.

/*
 * Finds the first empty row in a spreadsheet by scanning an array of columns
 * @return The row number of the first empty row.
 */
function getFirstEmptyRowByColumnArray(spreadSheet, column) {
  var column = spreadSheet.getRange(column + ":" + column);
  var values = column.getValues(); // get all data in one call
  var ct = 0;
  while ( values[ct] && values[ct][0] != "" ) {
    ct++;
  }
  return (ct+1);
}

5. Write a Function to Write Paylocity Data to a Spreadsheet

The function below writes the Paylocity data, using the Google Apps Script JDBC functionality to connect to Connect Cloud, SELECT data, and populate a spreadsheet. When the script is run, two input boxes will appear:

The first one asks the user to input the name of a sheet to hold the data (if the spreadsheet does not exist, the function creates it).

The second asks the user to input the name of a Paylocity table to read. If an invalid table is chosen, an error message appears and the function is exited.

Note, while the function is designed for use as a menu option, you can extend it for use as a spreadsheet formula.

/*
 * Reads data from a specified Paylocity 'table' and writes it to the specified sheet.
 *    (If the specified sheet does not exist, it is created.)
 */
function connectToPaylocityData() {
  var thisWorkbook = SpreadsheetApp.getActive();

  //select a sheet and create it if it does not exist
  var selectedSheet = Browser.inputBox('Which sheet would you like the data to post to?',Browser.Buttons.OK_CANCEL);
  if (selectedSheet == 'cancel')
    return;

  if (thisWorkbook.getSheetByName(selectedSheet) == null)
    thisWorkbook.insertSheet(selectedSheet);
  var resultSheet = thisWorkbook.getSheetByName(selectedSheet);
  var rowNum = 2;

  //select a Paylocity 'table'
  var table = Browser.inputBox('Which table would you like to pull data from?',Browser.Buttons.OK_CANCEL);
  if (table == 'cancel')
    return;

  var conn = Jdbc.getConnection(dbUrl, {
    user: user, 
    password: userPwd, 
    _serverSslCertificate: serverSslCert,
    _clientSslCertificate: clientSslCert,
    _clientSslKey:         clientSslKey
  );

  //confirm that var table is a valid table/view
  var dbMetaData = conn.getMetaData();
  var tableSet = dbMetaData.getTables(null, null, table, null);
  var validTable = false;
  while (tableSet.next()) {
    var tempTable = tableSet.getString(3);
    if (table.toUpperCase() == tempTable.toUpperCase()){
      table = tempTable;
      validTable = true;
      break;
    }
  } 
  tableSet.close();
  if (!validTable) {
    Browser.msgBox("Invalid table name: " + table, Browser.Buttons.OK);
    return;
  }

  var stmt = conn.createStatement();

  var results = stmt.executeQuery('SELECT * FROM ' + table);
  var rsmd = results.getMetaData();
  var numCols = rsmd.getColumnCount();

  //if the sheet is empty, populate the first row with the headers
  var firstEmptyRow = getFirstEmptyRowByColumnArray(resultSheet, "A");
  if (firstEmptyRow == 1) {
    //collect column names
    var headers = new Array(new Array(numCols));
    for (var col = 0; col < numCols; col++){
      headers[0][col] = rsmd.getColumnName(col+1);
    }
    resultSheet.getRange(1, 1, headers.length, headers[0].length).setValues(headers);
  } else {
    rowNum = firstEmptyRow;
  }

  //write rows of Paylocity data to the sheet
  var values = new Array(new Array(numCols));
  while (results.next()) {
    for (var col = 0; col < numCols; col++) {
      values[0][col] = results.getString(col + 1);
    }
    resultSheet.getRange(rowNum, 1, 1, numCols).setValues(values);
    rowNum++;
  }

  results.close();
  stmt.close();
}
  

When the function is completed, you have a spreadsheet populated with your Paylocity data, and you can now leverage all of the calculating, graphing, and charting functionality of Google Sheets anywhere you have access to the Internet.


Complete Google Apps Script

//replace the variables in this block with real values as needed
var address = 'myinstance.cdatacloud.net:port';
var user = 'CLOUD_HUB_USER';
var userPwd = 'CLOUD_HUB_PASSWORD';
var db = 'paylocitydb';
var serverSslCert = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';
var clientSslCert = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';
var clientSslKey  = '-----BEGIN CERTIFICATE-----
...
-----END CERTIFICATE-----';

var dbUrl = 'jdbc:mysql://' + address + '/' + db + '?useSSL=true';

function onOpen() {
  var spreadsheet = SpreadsheetApp.getActive();
  var menuItems = [
    {name: 'Write table data to a sheet', functionName: 'connectToPaylocityData'}
  ];
  spreadsheet.addMenu('Paylocity Data', menuItems);
}

/*
 * Finds the first empty row in a spreadsheet by scanning an array of columns
 * @return The row number of the first empty row.
 */
function getFirstEmptyRowByColumnArray(spreadSheet, column) {
  var column = spreadSheet.getRange(column + ":" + column);
  var values = column.getValues(); // get all data in one call
  var ct = 0;
  while ( values[ct] && values[ct][0] != "" ) {
    ct++;
  }
  return (ct+1);
}

/*
 * Reads data from a specified 'table' and writes it to the specified sheet.
 *    (If the specified sheet does not exist, it is created.)
 */
function connectToPaylocityData() {
  var thisWorkbook = SpreadsheetApp.getActive();

  //select a sheet and create it if it does not exist
  var selectedSheet = Browser.inputBox('Which sheet would you like the data to post to?',Browser.Buttons.OK_CANCEL);
  if (selectedSheet == 'cancel')
    return;

  if (thisWorkbook.getSheetByName(selectedSheet) == null)
    thisWorkbook.insertSheet(selectedSheet);
  var resultSheet = thisWorkbook.getSheetByName(selectedSheet);
  var rowNum = 2;

  //select a Paylocity 'table'
  var table = Browser.inputBox('Which table would you like to pull data from?',Browser.Buttons.OK_CANCEL);
  if (table == 'cancel')
    return;

  var conn = Jdbc.getConnection(dbUrl, {
    user: user, 
    password: userPwd, 
    _serverSslCertificate: serverSslCert,
    _clientSslCertificate: clientSslCert,
    _clientSslKey:         clientSslKey
  );

  //confirm that var table is a valid table/view
  var dbMetaData = conn.getMetaData();
  var tableSet = dbMetaData.getTables(null, null, table, null);
  var validTable = false;
  while (tableSet.next()) {
    var tempTable = tableSet.getString(3);
    if (table.toUpperCase() == tempTable.toUpperCase()){
      table = tempTable;
      validTable = true;
      break;
    }
  } 
  tableSet.close();
  if (!validTable) {
    Browser.msgBox("Invalid table name: " + table, Browser.Buttons.OK);
    return;
  }

  var stmt = conn.createStatement();

  var results = stmt.executeQuery('SELECT * FROM ' + table);
  var rsmd = results.getMetaData();
  var numCols = rsmd.getColumnCount();

  //if the sheet is empty, populate the first row with the headers
  var firstEmptyRow = getFirstEmptyRowByColumnArray(resultSheet, "A");
  if (firstEmptyRow == 1) {
    //collect column names
    var headers = new Array(new Array(numCols));
    for (var col = 0; col < numCols; col++){
      headers[0][col] = rsmd.getColumnName(col+1);
    }
    resultSheet.getRange(1, 1, headers.length, headers[0].length).setValues(headers);
  } else {
    rowNum = firstEmptyRow;
  }

  //write rows of Paylocity data to the sheet
  var values = new Array(new Array(numCols));
  while (results.next()) {
    for (var col = 0; col < numCols; col++) {
      values[0][col] = results.getString(col + 1);
    }
    resultSheet.getRange(rowNum, 1, 1, numCols).setValues(values);
    rowNum++;
  }

  results.close();
  stmt.close();
}