Work with Paylocity Data in FoxPro

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Paylocity ODBC Driver

The Paylocity ODBC Driver is a powerful tool that allows you to connect with live data from Paylocity, directly from any applications that support ODBC connectivity.

Access Paylocity data like you would a database - read, write, and update Paylocity FALSE, etc. through a standard ODBC Driver interface.



Load Paylocity data into a FoxPro database. This article includes full code and a walk-through of the process.

The CData ODBC Driver for Paylocity enables you to access Paylocity data using the ODBC standard. You can use the CData ODBC Driver for Paylocity to integrate Paylocity data into your FoxPro project. The procedure below provides a walk-through of the included code sample, which saves Paylocity data into tables in a FoxPro database.

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.

NOTE: Set the 'Map To WVarchar' connection property to FALSE (FoxPro uses the ODBC W API and returns the WCHAR for the value type).

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.

Connect and Transfer

To get started, add the code sample to a new project. You can execute the following command to save all tables without displaying them:

DO C:\Temp\sqldump.prg WITH "CData Paylocity Source", "TESTDB", .f.

Below is the process that the program follows:

  1. Create a new FoxPro database.
  2. Open a connection to Paylocity data with the line below:

    m.hSQLconnection = SQLCONNECT(m.cODBCDSN)
  3. If the connection was successful, you can now retrieve the list of tables using the SQLTABLES function. The code below saves the list of tables in sys_tables.dbf:

    WAIT WINDOW "Fetching tables for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR m.nSQLTABLES = SQLTABLES(m.hSQLconnection) IF lUseDistinctConnections WAIT WINDOW "Closing ODBC Connection for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR SQLDISCONNECT(m.hSQLconnection) m.hSQLconnection = 0 * SQLCONNECT needs to be called again ENDIF IF m.nSQLTABLES > 0 * create local table containing list of tables in db COPY TO (m.cImportData + "sys_tables") USE * convert each table to DBF USE (m.cImportData + "sys_tables") ALTER TABLE DBF("sys_tables") ; ADD COLUMN records i ; ADD COLUMN dbfname m
  4. Scan over each table, saving it to a DBF file. The function ODBCtoDBF stores the table in a DBF file and then opens a grid if the lBrowse parameter is set to true: FUNCTION ODBCtoDBF (cTableName as String, cTableType as String, lBrowse as Logical, lhSQLConnection as Integer) WAIT WINDOW ; "Converting " + m.cTableType + ' "' + m.cTableName + '" to DBF...' ; NOWAIT NOCLEAR ACTIVATE SCREEN * strip characters incompatible with FoxPro out of the name of the DBF file m.cTableAlias = "" m.nTableNameLen = LEN(m.cTableName) m.nTableNameStart = 1 FOR m.nTableNameStart = 1 TO m.nTableNameLen m.cCharacter = SUBSTR(m.cTableName, m.nTableNameStart, 1) IF !ISALPHA(m.cCharacter) .and. (m.nTableNameStart = 1 .or. !ISDIGIT(m.cCharacter)) m.cTableAlias = m.cTableAlias + "_" ELSE m.cTableAlias = m.cTableAlias + m.cCharacter ENDIF ENDFOR m.cFromTable = m.cTableName m.cTempViewAlias = m.cTableType + "_" + m.cTableAlias LOCAL loException as Exception LOCAL lnResultSets TRY * run query m.lnResultSets = SQLEXEC(m.lhSQLConnection, ; "SELECT * FROM " + m.cFromTable, ; m.cTempViewAlias, ; aSQLResult) IF m.lnResultSets#1 SET STEP ON ENDIF ACTIVATE SCREEN CATCH TO m.loException ACTIVATE SCREEN ? "Error opening " + m.cTempViewAlias + ":" ? m.loException.Message ? m.loException.Details ENDTRY IF !USED(m.cTempViewAlias) RETURN ENDIF * copy records from view cursor to disk SELECT * FROM (m.cTempViewAlias) ; INTO TABLE (m.cImportData + m.cTableAlias) IF USED(m.cTableAlias) ACTIVATE SCREEN FLUSH && flush the buffer to write the data to disk IF m.lBrowse * pop the table up on screen SELECT (m.cTableAlias) BROWSE NORMAL NOMODIFY NOWAIT ACTIVATE SCREEN ELSE * close on-disk table for now USE IN (m.cTableAlias) ACTIVATE SCREEN ENDIF ENDIF IF USED(m.cTempViewAlias) USE IN &cTempViewAlias && close SQL view ACTIVATE SCREEN ENDIF WAIT CLEAR ENDFUNC
  5. You can now save tables of Paylocity data as DBF files.

Below is the full code, in FoxPro 9 syntax:

PARAMETERS cODBCDSN, cDatabaseName, lBrowseAfterConvert * cODBCDSN The ODBC data source name, used for the name of the folder where the DBF tables are stored. * cDatabaseName The name of the FoxPro database to use. This database is created if it does not exist. The default is DATABASE_NAME. * * lBrowseAfterConvert If ".t." display each table with the BROWSE command after importing it. If ".f." close each table before moving on to the next one. #define ODBC_DATASOURCE "DataSourceName" #define DATABASE_NAME "odbcdata" m.m_tpath = ".\" && root directory for data ON ERROR SET SAFETY OFF IF VARTYPE(m.cODBCDSN)#"C" .or. EMPTY(m.cODBCDSN) m.cODBCDSN = ODBC_DATASOURCE ENDIF IF VARTYPE(m.cDatabaseName)#"C" .or. EMPTY(m.cDatabaseName) m.cDatabaseName = DATABASE_NAME ENDIF m.cImportData = m.cODBCDSN + "\" CLOSE TABLES ALL CLOSE DATABASES ALL IF !DIRECTORY(m.cImportData) MKDIR (m.cImportData) ENDIF CREATE DATABASE (m.cDatabaseName) CREATE CONNECTION (m.cDatabaseName) DATASOURCE (m.cODBCDSN) DATABASE (m.cDatabaseName) WAIT WINDOW "Opening ODBC Connection for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR m.hSQLconnection = SQLCONNECT(m.cODBCDSN) IF m.hSQLconnection > 0 * Connection successful; get list of tables WAIT WINDOW "Fetching tables for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR m.nSQLTABLES = SQLTABLES(m.hSQLconnection) IF m.nSQLTABLES > 0 * Create local table containing list of tables in db COPY TO (m.cImportData + "sys_tables") USE * Convert each table to DBF USE (m.cImportData + "sys_tables") ALTER TABLE DBF("sys_tables") ; ADD COLUMN records i ; ADD COLUMN dbfname m SCAN m.cCurrentTable = TRIM(sys_tables.table_name) m.cCurrentTableType = TRIM(sys_tables.table_type) && Valid values are "SYSTEMTABLE", "TABLE", and "VIEW". IF m.cCurrentTableType = "TABLE" or m.cCurrentTableType = "VIEW" ODBCtoDBF(m.cCurrentTable, m.cCurrentTableType, m.lBrowseAfterConvert, m.hSQLConnection) ELSE ACTIVATE SCREEN ? "ERROR:", m.cCurrentTable, "Couldn't open ODBC connection." =MESSAGEBOX("couldn't open data source " + m.cODBCDSN + " for table " + m.cCurrentTable + ".") ENDIF ENDSCAN BROWSE NORMAL NOWAIT ELSE =MESSAGEBOX("No tables found in data source " + m.cODBCDSN + ".") SET STEP ON ENDIF SQLDISCONNECT(m.hSQLconnection) ELSE =MESSAGEBOX("Could not open data source " + m.cODBCDSN + ".") SET STEP ON ENDIF FUNCTION ODBCtoDBF (cTableName as String, cTableType as String, lBrowse as Logical, lhSQLConnection as Integer) WAIT WINDOW ; "Converting " + m.cTableType + ' "' + m.cTableName + '" to DBF...' ; NOWAIT NOCLEAR ACTIVATE SCREEN * Strip characters incompatible with FoxPro out of the name of the DBF file m.cTableAlias = "" m.nTableNameLen = LEN(m.cTableName) m.nTableNameStart = 1 FOR m.nTableNameStart = 1 TO m.nTableNameLen m.cCharacter = SUBSTR(m.cTableName, m.nTableNameStart, 1) IF !ISALPHA(m.cCharacter) .and. (m.nTableNameStart = 1 .or. !ISDIGIT(m.cCharacter)) m.cTableAlias = m.cTableAlias + "_" ELSE m.cTableAlias = m.cTableAlias + m.cCharacter ENDIF ENDFOR m.cFromTable = m.cTableName m.cTempViewAlias = m.cTableType + "_" + m.cTableAlias LOCAL loException as Exception LOCAL lnResultSets TRY * Run query m.lnResultSets = SQLEXEC(m.lhSQLConnection, ; "SELECT * FROM " + m.cFromTable, ; m.cTempViewAlias, ; aSQLResult) IF m.lnResultSets#1 SET STEP ON ENDIF ACTIVATE SCREEN CATCH TO m.loException ACTIVATE SCREEN ? "Error opening " + m.cTempViewAlias + ":" ? m.loException.Message ? m.loException.Details ENDTRY IF !USED(m.cTempViewAlias) RETURN ENDIF * Copy records from view cursor to disk SELECT * FROM (m.cTempViewAlias) ; INTO TABLE (m.cImportData + m.cTableAlias) IF USED(m.cTableAlias) ACTIVATE SCREEN FLUSH && Flush the buffer to write the data to disk IF m.lBrowse * Display the table on screen SELECT (m.cTableAlias) BROWSE NORMAL NOMODIFY NOWAIT ACTIVATE SCREEN ELSE * Close on-disk table USE IN (m.cTableAlias) ACTIVATE SCREEN ENDIF ENDIF IF USED(m.cTempViewAlias) USE IN &cTempViewAlias && Close SQL view ACTIVATE SCREEN ENDIF WAIT CLEAR ENDFUNC