Connect to Paylocity Data in NetBeans

The CData JDBC Driver for Paylocity integrates connectivity to live Paylocity data in IDEs that support JDBC. The JDBC standard enables you to use built-in data access wizards and other tools supporting rapid development. This article shows how to connect to Paylocity data in NetBeans. You will create a connection and edit and save Paylocity data in the Table Editor.

Create a JDBC Data Source for Paylocity in NetBeans

To create the JDBC data source, expand the Database node in the Service window, right-click the Drivers node, and select New Driver. In the New Driver wizard that results, enter the following information:

• Driver File(s): Click Add and, in the file explorer dialog that appears, select the cdata.jdbc.paylocity.jar file. The driver JAR is located in the lib subfolder of the installation directory.
• Driver Class: Click Find to search for the driver class inside the JAR. Then select cdata.jdbc.paylocity.PaylocityDriver from the menu.
• Name: Enter the name for the driver.

Define Connection Parameters

Follow the steps below to define required connection properties:

1. In the Service window, right-click the Database node and click New Connection.

2. In the New Connection Wizard, enter the following connection properties:

   • Driver Name: In the menu, select the CData JDBC Driver for Paylocity.
   • User Name: Enter the username. This can also be defined in the JDBC URL.
   • Password: Enter the password. This can also be defined in the JDBC URL.

   • JDBC URL: Specify the JDBC URL.

     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

Query Paylocity Data

To connect to Paylocity data, right-click the connection in the Database node and click Connect. After the connection is established, you can expand it to discover schema information.

To load a table in the Data Views window, right-click the table and then click View Data. You can also insert, update, or delete records in the Data Views window.