Create Paylocity-Connected Business Apps in AppSheet

Ready to get started?

Learn more or sign up for a free trial:

CData Connect



Use CData Connect Cloud to connect to Paylocity from AppSheet and build custom business apps using live Paylocity data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Paylocity data for business applications. This article shows how to create a virtual database for Paylocity in Connect Cloud and build a simple app from Paylocity data in AppSheet.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Paylocity, allowing you to build reports from live Paylocity data in AppSheet — without replicating the data to a natively supported database. As you create applications to work with data, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Paylocity, leveraging server-side processing to quickly return the requested Paylocity data.

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. Log into 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 AppSheet.

Connect to Paylocity in AppSheet

The steps below outline connecting to CData Connect Cloud from AppSheet to create a new Paylocity data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source
  4. Select Cloud Database and set the connection information
    • Type: MySQL
    • Server: the endpoint for your instance, including port, for example, myinstance.cdatacloud.net:3306
    • Database: the virtual database, for example, Paylocity1
    • Username: a Connect Cloud user with permissions for the database
    • Password: the password for the above Connect Cloud user
    • SSL: Require SSL
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Paylocity, you can start building apps on Paylocity data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source (e.g., database-1)
  4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Connect Cloud.