Connect to Live Paylocity Data in MicroStrategy through CData Connect Cloud

Ready to get started?

Learn more or sign up for a free trial:

CData Connect



Create a virtual database for Paylocity in CData Connect Cloud and connect to it from MicroStrategy.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect Cloud, you gain database-like access to live Paylocity data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a virtual database for Paylocity in Connect Cloud and connecting to Connect Cloud in MicroStrategy to create a simple visualization of Paylocity data.

As a cloud-based integration platform, Connect Cloud is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a virtual database for Paylocity and connect from MicroStrategy to start performing analytics based on live Paylocity data.

Configuring Connect Cloud

To work with live Paylocity data in MicroStrategy, we need to create a virtual database for Paylocity in Connect Cloud.

Create a Virtual MySQL Database for Paylocity in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and create virtual databases.

  1. Open 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

Connect to and Visualize Paylocity Data Using MicroStrategy

You can connect to Paylocity in MicroStrategy by adding a data source based on the native MySQL functionality. Once you have created a data source, you can build dynamic visualizations of Paylocity data in MicroStrategy.

  1. Open MicroStrategy and select your project.
  2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
  3. In the Import from Tables wizard, click to add a new Data Source.
  4. Select MySQL in the Database menu and select MySQL 5.x in the Version menu.
  5. Set the connection properties as follows:
    • Server Name: the URL for your Connect Cloud instance (i.e.: myinstance.cdatacloud.net)
    • Port Number: the port for your Connect Cloud MySQL service (3306 by default)
    • Database Name: the name of your virtual Paylocity database (i.e.: Paylocity1)
    • User: a Connect Cloud user with permissions to access your Paylocity database
    • Password: the password for your Connect Cloud user
    • Data Source Name: a name for the new external data source, like "Connect Cloud Paylocity"
  6. Expand the menu for the new data source and choose "Edit Catalog Options"
  7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).

    SELECT DISTINCT 
      TABLE_SCHEMA NAME_SPACE, 
      TABLE_NAME TAB_NAME, 
      COLUMN_NAME COL_NAME, 
      (CASE 
        WHEN 
          (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='ucs2')) 
        THEN 
          CONCAT('n',DATA_TYPE) 
        ELSE 
          DATA_TYPE 
      END) DATA_TYPE, 
      CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
      NUMERIC_PRECISION DATA_PREC, 
      NUMERIC_SCALE DATA_SCALE 
    FROM 
      INFORMATION_SCHEMA.COLUMNS 
    WHERE 
      TABLE_NAME 
    IN 
      (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
    ORDER BY 
      1,2,3
    
  8. Select the new data source and select the Namespace that corresponds to your virtual Paylocity database (like Paylocity1).
  9. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
  10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect Cloud.
  11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Paylocity data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Paylocity, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect Cloud.
  12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect Cloud with MicroStrategy, you can easily create robust visualizations and reports on Paylocity data. For more information on creating virtual databases for Paylocity (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Paylocity data in MicroStrategy.