Use Biml to Build SSIS Tasks to Replicate Paylocity Data to SQL Server

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Paylocity SSIS Components

Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with Paylocity through SSIS Workflows.

Use the Paylocity Data Flow Components to synchronize with Paylocity FALSE, and more. Perfect for data synchronization, local back-ups, workflow automation, and more!



Use Biml to dynamically build SSIS tasks using CData SSIS Components to replicate Paylocity data to SQL Server.

Using SQL Server as a backup for critical business data provides an essential safety net against loss and enables business users to more easily connect that data with features like reporting, analytics, and more. Biml is an XML dialect that can be used to create Microsoft SQL Server BI objects, like SSIS packages. Pairing CData SSIS Components with Biml empowers you to easily build SSIS packages with access to Paylocity data. Key benefits include:

  • Built-in metadata discovery — CData SSIS components expose metadata just like working with SQL Server, even dynamically generating schema for schema-less data sources
  • Dynamic SSIS task generation — Use code nuggets in Biml to build SSIS tasks by iterating over discovered metadata
  • Read from and write to Paylocity — Native source and destination components make Paylocity look just like a database

This article demonstrates how to use Biml with the CData SSIS Tasks for Paylocity to dynamically build SSIS tasks (one for each Paylocity entity) to replicate Paylocity data to a Microsoft SQL Server database. We step through the Biml file one section at a time but have included the complete Biml file at the end of the article.

Getting Started

In order to use Biml in an SSIS Project in Visual Studio, install BimlExpress. Once you install BimlExpress, open Visual Studio, create a new Integration Services project, and add a new Biml file.

Building the Biml File

With Biml, you can write scripting to dynamically generate SSIS projects, packages, and tasks. To see the Biml file for an existing project (and gain insights on using Biml with CData SSIS Tasks), simply create your tasks and then right-click the project and select Convert SSIS Packages to Biml.

C# Code

  1. Use directives <#@ .. #> to import necessary namespaces and the assembly for the CData SSIS Components for Paylocity.
    <#@ template language="C#" hostspecific="true"#>
    <#@ import namespace="System.Data"#>
    <#@ import namespace="System.IO"#>
    <#@ import namespace="System.Collections"#>
    <#@ import namespace="System.Data.CData.Paylocity"#>
    <#@ assembly name="C:\Program Files\CData\CData SSIS Components for Paylocity 2018\lib\CData.SSIS2017.Paylocity.dll"#>
    
  2. In a new control nugget <# ... #>, create variables for values that will be used throughout the Biml script, including a connection string for Paylocity and structures to store the Paylocity metadata.

    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.

    
    var paylocityConnectionString = "OAuthClientID=YourClientId;OAuthClientSecret=YourClientSecret;RSAPublicKey=YourRSAPubKey;Key=YourKey;IV=YourIV;InitiateOAuth=GETANDREFRESH";
    var replicationServer = "SERVER";
    var replicationCatalog = "CATALOG";
    var replicationUserID = "sqluser";
    var replicationPassword = "sqlpassword";
    
    List<string> allEntityNames = new List<string>();
    Hashtable entitySchema = new Hashtable();
    
  3. In the same control nugget used to defined variables, use ADO.NET code to programmatically query the Paylocity entities (tables) and fields (columns).
    using (PaylocityConnection connection = new PaylocityConnection(paylocityConnectionString)) {
      connection.Open();
      var entities = connection.GetSchema("Tables").Rows;
      foreach (DataRow entity in entities)
      {
        allEntityNames.Add(entity["TABLE_NAME"].ToString());
      }
      foreach (string entity in allEntityNames){
        var columns = connection.GetSchema("Columns", new string [] {entity}).Rows;
        entitySchema.Add(entity,columns);
      }
    }
    

Class Nugget

In our Biml script to create the replication tasks, there are several places where repeated XML elements are created dynamically (mostly for columns in SSIS tasks). Instead of repeating the code, add a class nugget <#+ ... #> and create a helper class with methods to consolidate repeated code (full code at the end of the article).

  1. Add public static variables to determine which type of XML element to create.
    public static int OUTPUT_WITH_ERROR = 0;
    public static int EXTERNAL = 1;
    public static int OUTPUT = 2;
    public static int DATAOVERRIDE_COLUMN = 4;
    
  2. Add a public method to build a SQL statement for use in the ExecuteSQL task used to drop existing tables and create a new table for the replicated data.
    // Dynamically builds a DROP TABLE and CREATE statement
    // for each entity (table) in Paylocity using the table name and metadata.
    public static string GetDeleteAndCreateStatement(string tableName, DataRowCollection columns) {
      ...
    }
    
  3. Add a public method to build the collection of column-based XML elements.
     
    // Dynamically build various column-based XML elements
    // for each entity (table) in Paylocity based on the column 
    // metadata and the parent element
    public static string GetColumnDefs(DataRowCollection columns, int columnType){
      ...
    }
    

Biml Script

Now that you have the table metadata and a Helper class to reduce repeated code, write the Biml script to dynamically create your replication packages.

  1. Start by adding a CustomSsisConnection element for the CData SSIS Tasks. Note that the ObjectData attribute must be XML encoded. A typical connecting string looks similar to the following (note the use of the paylocityConnectionString variable for the ConnectionString property:
    <PaylocityConnectionManager>
      <Property Name="ConnectionString"><#=paylocityConnectionString#></Property>
    </PaylocityConnectionManager>
    

    After configuring the connection to the CData SSIS Task, configure a connection to the replication database. The completed Connections element looks like the following (note the use of text nuggets <#= ... #> to add variables for connection string values):

    <Connections>
      <CustomSsisConnection Name="CData Paylocity Connection Manager" CreationName = "CDATA_PAYLOCITY" ObjectData = "&lt;PaylocityConnectionManager&gt; &lt;Property Name=&quot;ConnectionString&quot;&gt; <#=paylocityConnectionString#>&lt;/Property&gt; &lt;/PaylocityConnectionManager&gt;" />
      <Connection Name="Destination" ConnectionString="Data Source=<#=replicationServer#>;User ID=<#=replicationUserID#>;Password=<#=replicationPassword#>;Initial Catalog=<#=replicationCatalog#>;Provider=SQLNCLI11.1;"/>
    </Connections>
    
  2. With the Connections element configured, you are ready to build our replication package. In the package, the Biml script create an ExecuteSQL task and a Dataflow task for each table to be replicated.

    To build each set of tasks, use a while loop in a control nugget to iterate through the entity (table) names:

    int entityCounter = 0; while(entityCounter < allEntityNames.Count){
    var tableName = allEntityNames[entityCounter].ToString();
    DataRowCollection columns = ((DataRowCollection)entitySchema[tableName]);
    
    • ExecuteSQL Task

      In the ExecuteSQL task, execute a SQL query to drop any existing tables that have the same name as our Paylocity entity (table) and create a new table based on the metadata discovered using the CData SSIS Component.

      To create the query dynamically, use the Helper.GetDeleteAndCreateStatement() helper function.

    • Dataflow Task

      Within the Dataflow use a CustomComponent as the source component and an OleDbDestination as the destination.

      • CustomComponent Element

        The CustomComponent element uses the CData SSIS Source component to retrieve Paylocity data. Start by configuring the component to use with the CData component.

        
        <CustomComponent Name="CData Paylocity Source" ComponentTypeName="CData.SSIS.Paylocity.PaylocitySource" Version="18" ContactInfo="support@cdata.com" UsesDispositions="true">
        ...
        </CustomComponent>
        

        DataflowOverrides and OutputPaths Elements

        The next step after configuring the connection is to add Columns elements to the OutputPath child element of the DataflowOverrides element. To do so, call the Helper.GetColumnDefs() helper function.

        Use the same Helper class to add columns to the OutputColumns and ExternalColumns child elements of the various OutputPaths elements.

        The definitions created provide information about the input, output, and error information for the SSIS component.

        
        <DataflowOverrides>
          <OutputPath OutputPathName="CData Paylocity Source Output">
            <Columns>
        <#=HelperClass.GetColumnDefs(columns,HelperClass.DATAOVERRIDE_COLUMN) #>
            </Columns>
          </OutputPath>
        </DataflowOverrides>
        ...
        <OutputPaths>
          <OutputPath Name="CData Paylocity Source Output">
            <OutputColumns>
        <#=HelperClass.GetColumnDefs(columns,HelperClass.OUTPUT_WITH_ERROR) #>
            </OutputColumns>
            <ExternalColumns>
        <#=HelperClass.GetColumnDefs(columns,HelperClass.EXTERNAL) #>
            </ExternalColumns>
          </OutputPath>
          <OutputPath Name="CData Paylocity Source Error Output" IsErrorOutput="true">
            <OutputColumns>
        <#=HelperClass.GetColumnDefs(columns,HelperClass.OUTPUT) #      
            </OutputColumns>
          </OutputPath>
        </OutputPaths>
        

        CustomProperties Element

        The CData SSIS tasks are surfaced in SSIS as custom components with a series of required CustomProperties:

        
        <CustomProperties>
          <CustomProperty Name="SQLStatement" DataType="Null" UITypeEditor="Microsoft.DataTransformationServices.Controls.ModalMultilineStringEditor, Microsoft.DataTransformationServices.Controls, Version= 10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91" SupportsExpression="true"></CustomProperty>
          <CustomProperty Name="AccessMode" DataType="Int32" TypeConverter="CData.SSIS.Paylocity.AccessModeToStringConverter">0</CustomProperty>
          <CustomProperty Name="TableOrView" DataType="String" UITypeEditor="Microsoft.DataTransformationServices.Controls.ModalMultilineStringEditor, Microsoft.DataTransformationServices.Controls, Version= 10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91" SupportsExpression="true">[<#=tableName#>]</CustomProperty>
          <CustomProperty Name="ExecStoredProcedure" DataType="Boolean">false</CustomProperty>
        </CustomProperties>
        

        Connections Element

        The last element to add to the CustomComponent element is a Connections element, attaching the previously defined connection to the task:

        
        <Connections>
          <Connection Name="Paylocity 2018 Connection" ConnectionName="CData Paylocity Connection Manager" />
        </Connections>
        
      • OleDbDestination Element

        The final piece of the Dataflow task is the OleDbDestination element. Attach the previously defined OleDbConnection to the element, set the InputPath and ExternalTableOutput:

        
        <OleDbDestination Name="OLE DB Destination" ConnectionName="Destination" CheckConstraints="false">
          <InputPath OutputPathName="CData Paylocity Source.CData Paylocity Source Output" />
          <ExternalTableOutput Table="[<#=tableName#>]" />
        </OleDbDestination>
        

  3. Use a control nugget to increment the counter used to iterate over the collection of entity (table) names. Do this within the Tasks element, after the end of the Dataflow element:
    
    ...
              </Dataflow>          
    <# entityCounter++;}#>
            </Tasks>
        </Package>
      </Packages>
    </Biml>
    

Build the SSIS Project

Once the Biml file is written, right-click on the Biml file in Server Explorer and select Generate SSIS Packages. At this point, Visual Studio and BimlExpress will translate the Biml file into SSIS package(s), ready to be run.

Run the package to begin replicating your Paylocity data to a SQL Server database (or any other destination you choose).

Free Trial & More Information

With the CData SSIS Components for Paylocity, you get SQL access to your Paylocity data directly from SSIS packages. And with Biml, you can automatically generate those packages. For more information about the CData SSIS Components for Paylocity, refer to the product page. You can always get started with a free, 30-day trial. As always, our world-class CData Support Team is available if you have any questions.

Complete Biml File


<#@ template language="C#" hostspecific="true"#>
<#@ import namespace="System.Data"#>
<#@ import namespace="System.IO"#>
<#@ import namespace="System.Collections"#>
<#@ import namespace="System.Data.CData.Paylocity"#>
<#@ assembly name="C:\Program Files\CData\CData SSIS Components for Paylocity 2018\lib\CData.SSIS2017.Paylocity.dll"#>
<#
var paylocityConnectionString = "OAuthClientID=YourClientId;OAuthClientSecret=YourClientSecret;RSAPublicKey=YourRSAPubKey;Key=YourKey;IV=YourIV;InitiateOAuth=GETANDREFRESH";
var replicationServer = "JDG";
var replicationCatalog = "BIML";
var replicationUserID = "sqltest";
var replicationPassword = "sqltest";

List<string> allEntityNames = new List<string>();
Hashtable entitySchema = new Hashtable();
using (PaylocityConnection connection = new PaylocityConnection(paylocityConnectionString)) {
    connection.Open();
    var entities = connection.GetSchema("Tables").Rows;
    foreach (DataRow entity in entities)
    {
        allEntityNames.Add(entity["TABLE_NAME"].ToString());
    }
    foreach (string entity in allEntityNames){
        var columns = connection.GetSchema("Columns", new string [] {entity}).Rows;
        entitySchema.Add(entity,columns);
    }
}#>
<Biml xmlns="http://schemas.varigence.com/biml.xsd">
  <Connections>
    <CustomSsisConnection Name="CData Paylocity Connection Manager" CreationName="CDATA_PAYLOCITY" ObjectData="&lt;PaylocityConnectionManager&gt;&lt;Property Name=&quot;ConnectionString"&gt;<#=paylocityConnectionString#>&lt;/Property&gt;&lt;/PaylocityConnectionManager&gt;"/>
    <Connection Name="Destination" ConnectionString="Data Source=<#=replicationServer#>;User ID=<#=replicationUserID#>;Password=<#=replicationPassword#>;Initial Catalog=<#=replicationCatalog#>;Provider=SQLNCLI11.1;"/>
  </Connections>
  <Packages>
    <Package Name="Replicate Paylocity Package" Language="None" ConstraintMode="LinearOnCompletion" ProtectionLevel="EncryptSensitiveWithUserKey">
      <Tasks>
<# int entityCounter = 0; while(entityCounter < allEntityNames.Count){
   var tableName = allEntityNames[entityCounter].ToString();
   if (tableName.Equals("IdpEventLog")) break;
   DataRowCollection columns = ((DataRowCollection)entitySchema[tableName]);#>
        <ExecuteSQL Name="Create <#=tableName#> Replication Table" ConnectionName="Destination">
          <DirectInput>
<#=HelperClass.GetDeleteAndCreateStatement(tableName,columns)#>
          </DirectInput>
        </ExecuteSQL>
        <Dataflow Name="Replicate <#=tableName#>">
          <Transformations>
            <CustomComponent Name="CData Paylocity Source" ComponentTypeName="CData.SSIS.Paylocity.PaylocitySource" Version="18" ContactInfo="support@cdata.com" UsesDispositions="true">
              <DataflowOverrides>
                <OutputPath OutputPathName="CData Paylocity Source Output">
                  <Columns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.DATAOVERRIDE_COLUMN) #>
                  </Columns>
                </OutputPath>
              </DataflowOverrides>
              <CustomProperties>
                <CustomProperty Name="SQLStatement" DataType="Null" UITypeEditor="Microsoft.DataTransformationServices.Controls.ModalMultilineStringEditor, Microsoft.DataTransformationServices.Controls, Version= 10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91" SupportsExpression="true"></CustomProperty>
                <CustomProperty Name="AccessMode" DataType="Int32" TypeConverter="CData.SSIS.Paylocity.AccessModeToStringConverter">0</CustomProperty>
                <CustomProperty Name="TableOrView" DataType="String" UITypeEditor="Microsoft.DataTransformationServices.Controls.ModalMultilineStringEditor, Microsoft.DataTransformationServices.Controls, Version= 10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91" SupportsExpression="true">[<#=tableName#>]</CustomProperty>
                <CustomProperty Name="ExecStoredProcedure" DataType="Boolean">false</CustomProperty>
              </CustomProperties>
              <OutputPaths>
                <OutputPath Name="CData Paylocity Source Output">
                  <OutputColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.OUTPUT_WITH_ERROR) #>
                  </OutputColumns>
                  <ExternalColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.EXTERNAL) #>
                  </ExternalColumns>
                </OutputPath>
                <OutputPath Name="CData Paylocity Source Error Output" IsErrorOutput="true">
                  <OutputColumns>
<#=HelperClass.GetColumnDefs(columns,HelperClass.OUTPUT) #>                     
                  </OutputColumns>
                </OutputPath>
              </OutputPaths>
              <Connections>
                <Connection Name="Paylocity 2018 Connection" ConnectionName="CData Paylocity Connection Manager" />
              </Connections>
            </CustomComponent>
            <OleDbDestination Name="OLE DB Destination" ConnectionName="Destination" CheckConstraints="false">
              <InputPath OutputPathName="CData Paylocity Source.CData Paylocity Source Output" />
              <ExternalTableOutput Table="[<#=tableName#>]" />
            </OleDbDestination>
          </Transformations>
        </Dataflow>          
<# entityCounter++;}#>
      </Tasks>
    </Package>
  </Packages>
</Biml>

<#+
public static class HelperClass {
    
    public static int OUTPUT_WITH_ERROR = 0;
    public static int EXTERNAL = 1;
    public static int OUTPUT = 2;
    public static int DATAOVERRIDE_COLUMN = 4;
    
    public static string GetDeleteAndCreateStatement(string tableName, DataRowCollection columns) {
        var dropAndCreateStatement = 
            "IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[{0}]') AND type IN (N'U'))\r\n" + 
            "DROP TABLE [{0}];\r\n" + 
            "CREATE TABLE [{0}]\r\n" + 
            "(\r\n" + 
            "{1}\r\n" + 
            ")\r\n" + 
            "ON \"default\";";
        string columnDefs = "";
        foreach (DataRow column in columns){
            string columnDef = "    [{0}] {1}";
            string dataType = column["DATA_TYPE"].ToString();
            if (dataType.ToLower().StartsWith("bool")) {
                dataType = "bit";
            } else if (dataType.ToLower().Equals("real")) {
                dataType = "float";
            } else if (dataType.ToLower().Contains("varchar")) {
                var columnLength = column["CHARACTER_MAXIMUM_LENGTH"];
                dataType = "nvarchar(" + ((int)columnLength > 4000 ? "MAX" : columnLength) + ")";         
            } 
            columnDefs += String.Format(columnDef,column["COLUMN_NAME"],dataType) + ",\r\n";
            
        }
        columnDefs = columnDefs.Remove(columnDefs.LastIndexOf(",\r\n"),",\r\n".Length);
        return String.Format(dropAndCreateStatement,tableName,columnDefs);
    }
    
    public static string GetColumnDefs(DataRowCollection columns, int columnType){
        var columnDefTemplate = "";
        var columnElements = "";
        
        if (columnType == DATAOVERRIDE_COLUMN) {
            columnDefTemplate = "                      <Column ErrorRowDisposition=\"FailComponent\" TruncationRowDisposition=\"FailComponent\" ColumnName=\"{0}\" />\r\n";
            foreach(DataRow column in columns) {
                var columnName = column["COLUMN_NAME"];
                columnElements += String.Format(columnDefTemplate,columnName);
            }
            return columnElements;
        } 
        if (columnType == OUTPUT_WITH_ERROR)
            columnDefTemplate = "                      <OutputColumn Name=\"{0}\" {1} ExternalMetadataColumnName=\"{0}\" ErrorRowDisposition=\"FailComponent\" TruncationRowDisposition=\"FailComponent\" />\r\n";
        else if (columnType == EXTERNAL)
            columnDefTemplate = "                      <ExternalColumn Name=\"{0}\" {1} />\r\n";
        else if (columnType == OUTPUT)
            columnDefTemplate = "                      <OutputColumn Name=\"{0}\" {1} />\r\n";
        
        foreach(DataRow column in columns){ 
            var columnName = column["COLUMN_NAME"];
            var dataTypeRaw = column["DATA_TYPE"].ToString().ToLower();
            var typeAndRelatedInfo = "";
            if (dataTypeRaw.Equals("bool")) {
                typeAndRelatedInfo = "DataType=\"Boolean\"";
            } else if (dataTypeRaw.Equals("date")) {
                typeAndRelatedInfo = "DataType=\"Date\" SsisDataTypeOverride=\"DT_DBDATE\"";
            } else if (dataTypeRaw.Equals("datetime")) {
                typeAndRelatedInfo = "DataType=\"DateTime\"";
            } else if (dataTypeRaw.Equals("real")) {
                typeAndRelatedInfo = ((int)column["NumericPrecision"] > 0 ? "Precision=\"18\" " : " ") + ((int)column["NumericScale"] > 0 ? "Scale=\"15\" " : " ") + "DataType=\"Decimal\"";
            } else if (dataTypeRaw.Equals("varchar")) {
                var columnLength = column["CHARACTER_MAXIMUM_LENGTH"];
                if ((int)columnLength > 4000) {
                    typeAndRelatedInfo = "DataType=\"String\"";
                } else {
                    typeAndRelatedInfo = "Length=\"" + columnLength + "\" DataType=\"String\" CodePage=\"1252\"";
                }
            }
            columnElements += String.Format(columnDefTemplate,columnName,typeAndRelatedInfo);
        }
        return columnElements;
    }
}
#>